Steelhead Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Steelhead Wealth Management’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$403K	Buy	+2,667	New	+$403K	0.2%	60

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Steelhead Wealth Management's DVY Position: Q1 2026 in Review

Steelhead Wealth Management opened a new position in iShares Select Dividend ETF (DVY) in Q1 2026: 2,667 shares worth $403K. The stake represents 0.2% of the portfolio and ranks #60 among its holdings.

1,417 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Steelhead Wealth Management held 2,667 shares of iShares Select Dividend ETF worth $403K as of Q1 2026.
iShares Select Dividend ETF was a new Steelhead Wealth Management position in Q1 2026.
iShares Select Dividend ETF made up 0.2% of Steelhead Wealth Management's portfolio in Q1 2026, its #60 holding.
1,417 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.