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SVB Wealth’s iShares Select Dividend ETF DVY Stock Holding History

SVB Wealth’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 		$1.82M Buy
11,614
+742
+7% +$114K 0.11% 149
2026
Q1 		$1.65M Sell
10,872
-850
-7% -$128K 0.11% 152
2025
Q4 		$1.65M Buy
11,722
+7,013
+149% +$991K 0.1% 158
2025
Q3 		$669K Sell
4,709
-97
-2% -$13.4K 0.04% 264
2025
Q2 		$638K Buy
+4,806
New +$622K 0.03% 272
2025
Q1 		– Sell
-21,863
Closed -$2.87M – 1562
2024
Q4 		$2.87M Buy
+21,863
New +$2.98M 0.05% 189
2024
Q3 		– Sell
-26,386
Closed -$3.19M – 179
2024
Q2 		$3.19M Sell
26,386
-4,981
-16% -$605K 0.08% 190
2024
Q1 		$3.86M Sell
31,367
-2,061
-6% -$241K 0.09% 186
2023
Q4 		$3.92M Sell
33,428
-10,775
-24% -$1.19M 0.1% 179
2023
Q3 		$4.76M Sell
44,203
-542
-1% -$61.6K 0.1% 154
2023
Q2 		$5.07M Sell
44,745
-7,786
-15% -$887K 0.09% 159
2023
Q1 		$6.16M Sell
52,531
-3,826
-7% -$463K 0.09% 157
2022
Q4 		$6.8M Buy
56,357
+2,536
+5% +$300K 0.09% 153
2022
Q3 		$5.77M Sell
53,821
-1,241
-2% -$149K 0.08% 156
2022
Q2 		$6.48M Buy
55,062
+606
+1% +$75.9K 0.1% 133
2022
Q1 		$6.98M Sell
54,456
-509
-0.9% -$63.6K 0.09% 136
2021
Q4 		$6.74M Sell
54,965
-5,475
-9% -$653K 0.11% 127
2021
Q3 		$6.93M Sell
60,440
-706
-1% -$82.5K 0.09% 144
2021
Q2 		$7.13M Sell
61,146
-2,098
-3% -$250K 0.09% 144
2021
Q1 		$7.22M Buy
63,244
+595
+0.9% +$62.9K 0.1% 136
2020
Q4 		$6.03M Sell
62,649
-1,682
-3% -$153K 0.09% 147
2020
Q3 		$5.25M Sell
64,331
-3,813
-6% -$318K 0.09% 145
2020
Q2 		$5.5M Buy
68,144
+65,474
+2,452% +$5.23M 0.1% 133
2020
Q1 		$196K Sell
2,670
-87,017
-97% -$8.32M ﹤0.01% 465
2019
Q4 		$9.48M Sell
89,687
-2,696
-3% -$278K 0.17% 100
2019
Q3 		$9.42M Sell
92,383
-7,005
-7% -$699K 0.19% 93
2019
Q2 		$9.89M Buy
+99,388
New +$9.81M 0.33% 83

Other funds holding DVY

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

SVB Wealth's DVY Position: Q2 2026 in Review

SVB Wealth increased its iShares Select Dividend ETF (DVY) stake by 6.8% in Q2 2026, buying an estimated $114K and bringing the position to 11,614 shares worth $1.82M. The position accounts for 0.11% of the portfolio, ranked #149.

SVB Wealth first reported a position in DVY in Q2 2019 and has held it in 27 quarters since. The position peaked at $9.89M in Q2 2019. 379 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • SVB Wealth held 11,614 shares of iShares Select Dividend ETF worth $1.82M as of Q2 2026.
  • SVB Wealth bought 742 iShares Select Dividend ETF shares in Q2 2026, an estimated $114K.
  • iShares Select Dividend ETF made up 0.11% of SVB Wealth's portfolio in Q2 2026, its #149 holding.
  • SVB Wealth first reported a position in iShares Select Dividend ETF in Q2 2019 and has held it in 27 quarters since.
  • SVB Wealth's iShares Select Dividend ETF position peaked at $9.89M in Q2 2019.
  • 379 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.