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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 		$31.3K Sell
200
-5,300
-96% -$816K 0.01% 171
2026
Q1 		$833K Buy
+5,500
New +$831K 0.31% 71

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
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. 1,417 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.
  • 1,417 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.