Strategies Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Strategies Wealth Advisors’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	$212K	Sell	1,399 -3,365	-71%	-$508K	0.02%	180
2025 Q4	$672K	Buy	4,764 +54	+1%	+$7.63K	0.07%	76
2025 Q3	$669K	Buy	4,710 +27	+0.6%	+$3.74K	0.07%	82
2025 Q2	$622K	Buy	4,683 +44	+0.9%	+$5.7K	0.07%	84
2025 Q1	$623K	Buy	4,639 +50	+1%	+$6.7K	0.08%	76
2024 Q4	$617K	Buy	4,589 +46	+1%	+$6.27K	0.08%	70
2024 Q3	$614K	Buy	4,543 +51	+1%	+$6.59K	0.08%	58
2024 Q2	$543K	Buy	4,492 +35	+0.8%	+$4.25K	0.08%	57
2024 Q1	$549K	Buy	4,457 +769	+21%	+$90.1K	0.08%	58
2023 Q4	$432K	Sell	3,688 -549	-13%	-$60.4K	0.07%	66
2023 Q3	$456K	Hold	4,237	–	–	0.09%	55
2023 Q2	$480K	Sell	4,237 -89	-2%	-$10.1K	0.1%	59
2023 Q1	$507K	Buy	4,326 +38	+0.9%	+$4.6K	0.11%	55
2022 Q4	$517K	Buy	+4,288	New	+$507K	0.13%	50
2022 Q2	$361K	Buy	3,064 +22	+0.7%	+$2.75K	0.1%	68
2022 Q1	$390K	Buy	3,042 +21	+0.7%	+$2.62K	0.1%	62
2021 Q4	$370K	Buy	+3,021	New	+$360K	0.1%	64

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 $374B AUM 17.66% 1-Year Est. Return

Strategies Wealth Advisors's DVY Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its iShares Select Dividend ETF (DVY) stake by 71% in Q1 2026, selling an estimated $508K and leaving 1,399 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #180.

Strategies Wealth Advisors first reported a position in DVY in Q4 2021 and has held it in 17 quarters since. The position peaked at $672K in Q4 2025. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Strategies Wealth Advisors held 1,399 shares of iShares Select Dividend ETF worth $212K as of Q1 2026.
Strategies Wealth Advisors sold 3,365 iShares Select Dividend ETF shares in Q1 2026, an estimated $508K.
iShares Select Dividend ETF made up 0.02% of Strategies Wealth Advisors's portfolio in Q1 2026, its #180 holding.
Strategies Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 17 quarters since.
Strategies Wealth Advisors's iShares Select Dividend ETF position peaked at $672K in Q4 2025.
1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.