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StoneX Group’s iShares Select Dividend ETF DVY Stock Holding History

StoneX Group’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 		– Sell
-3,663
Closed -$518K – 997
2025
Q4 		$518K Buy
3,663
+956
+35% +$135K 0.02% 524
2025
Q3 		$385K Sell
2,707
-76
-3% -$10.5K 0.02% 621
2025
Q2 		$370K Sell
2,783
-197
-7% -$25.5K 0.02% 593
2025
Q1 		$400K Buy
2,980
+1,061
+55% +$142K 0.02% 536
2024
Q4 		$252K Sell
1,919
-63
-3% -$8.58K 0.01% 673
2024
Q3 		$268K Buy
1,982
+13
+0.7% +$1.68K 0.12% 239
2024
Q2 		$238K Sell
1,969
-292
-13% -$35.4K 0.11% 263
2024
Q1 		$278K Buy
2,261
+6
+0.3% +$703 0.14% 201
2023
Q4 		$264K Buy
2,255
+46
+2% +$5.06K 0.14% 215
2023
Q3 		$241K Hold
2,209
– – 0.13% 238
2023
Q2 		$250K Buy
2,209
+321
+17% +$36.6K 0.14% 233
2023
Q1 		$221K Buy
1,888
+12
+0.6% +$1.45K 0.13% 260
2022
Q4 		$226K Sell
1,876
-25
-1% -$2.96K 0.03% 374
2022
Q3 		$204K Buy
1,901
+26
+1% +$3.12K 0.04% 270
2022
Q2 		$221K Sell
1,875
-1,822
-49% -$228K 0.04% 321
2022
Q1 		$474K Buy
+3,697
New +$462K 0.04% 325

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

StoneX Group's DVY Position: Q1 2026 in Review

StoneX Group sold out of iShares Select Dividend ETF (DVY) in Q1 2026, closing a stake of 3,663 shares — an estimated $518K sold.

StoneX Group first reported a position in DVY in Q1 2022 and held it in 16 quarters. The position peaked at $518K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • StoneX Group reported no remaining iShares Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • StoneX Group sold 3,663 iShares Select Dividend ETF shares in Q1 2026, an estimated $518K.
  • StoneX Group first reported a position in iShares Select Dividend ETF in Q1 2022 and held it in 16 quarters.
  • StoneX Group's iShares Select Dividend ETF position peaked at $518K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.