Strait & Sound Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Strait & Sound 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 Q2	$994K	Sell	6,361 -10	-0.2%	-$1.54K	0.35%	68
2026 Q1	$965K	Sell	6,371 -271	-4%	-$40.9K	0.36%	62
2025 Q4	$937K	Sell	6,642 -5	-0.1%	-$706	0.35%	59
2025 Q3	$945K	Hold	6,647	–	–	0.36%	60
2025 Q2	$883K	Sell	6,647 -16	-0.2%	-$2.07K	0.38%	60
2025 Q1	$895K	Hold	6,663	–	–	0.42%	54
2024 Q4	$875K	Sell	6,663 -300	-4%	-$40.9K	0.41%	45
2024 Q3	$940K	Sell	6,963 -1,760	-20%	-$228K	0.46%	38
2024 Q2	$1.06M	Sell	8,723 -858	-9%	-$104K	0.54%	31
2024 Q1	$1.14M	Buy	9,581 +803	+9%	+$94K	0.64%	30
2023 Q4	$1M	Sell	8,778 -235	-3%	-$25.9K	0.63%	31
2023 Q3	$970K	Buy	9,013 +400	+5%	+$45.5K	0.83%	28
2023 Q2	$976K	Buy	8,613 +1,200	+16%	+$137K	0.97%	23
2023 Q1	$869K	Buy	7,413 +200	+3%	+$24.2K	0.86%	30
2022 Q4	$896K	Buy	+7,213	New	+$853K	0.98%	25

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Strait & Sound Wealth Management's DVY Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 0.16% in Q2 2026, selling an estimated $1.54K and leaving 6,361 shares worth $994K. The position accounts for 0.35% of the portfolio, ranked #68.

Strait & Sound Wealth Management first reported a position in DVY in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.14M in Q1 2024. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Strait & Sound Wealth Management held 6,361 shares of iShares Select Dividend ETF worth $994K as of Q2 2026.
Strait & Sound Wealth Management sold 10 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.54K.
iShares Select Dividend ETF made up 0.35% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #68 holding.
Strait & Sound Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 15 quarters since.
Strait & Sound Wealth Management's iShares Select Dividend ETF position peaked at $1.14M in Q1 2024.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.