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TCV Trust & Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

TCV Trust & 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 		$217K Sell
1,391
-142
-9% -$21.9K 0.02% 220
2026
Q1 		$232K Sell
1,533
-139
-8% -$21K 0.02% 201
2025
Q4 		$236K Sell
1,672
-20
-1% -$2.83K 0.02% 207
2025
Q3 		$240K Hold
1,692
– – 0.02% 203
2025
Q2 		$225K Sell
1,692
-35
-2% -$4.53K 0.02% 201
2025
Q1 		$232K Sell
1,727
-20
-1% -$2.68K 0.02% 190
2024
Q4 		$229K Hold
1,747
– – 0.02% 187
2024
Q3 		$236K Sell
1,747
-7
-0.4% -$905 0.02% 182
2024
Q2 		$212K Hold
1,754
– – 0.02% 194
2024
Q1 		$216K Sell
1,754
-17
-1% -$1.99K 0.02% 189
2023
Q4 		$208K Buy
+1,771
New +$195K 0.02% 187
2023
Q3 		– Sell
-1,921
Closed -$218K – 188
2023
Q2 		$218K Buy
1,921
+97
+5% +$11.1K 0.02% 176
2023
Q1 		$214K Buy
1,824
+52
+3% +$6.29K 0.02% 184
2022
Q4 		$214K Buy
+1,772
New +$210K 0.02% 181
2022
Q3 		– Sell
-1,772
Closed -$209K – 185
2022
Q2 		$209K Hold
1,772
– – 0.03% 192
2022
Q1 		$227K Hold
1,772
– – 0.02% 189
2021
Q4 		$217K Hold
1,772
– – 0.02% 196
2021
Q3 		$203K Hold
1,772
– – 0.02% 190
2021
Q2 		$206K Buy
+1,772
New +$211K 0.02% 182
2020
Q1 		– Sell
-2,185
Closed -$231K – 173
2019
Q4 		$231K Hold
2,185
– – 0.03% 182
2019
Q3 		$222K Hold
2,185
– – 0.03% 185
2019
Q2 		$218K Hold
2,185
– – 0.03% 190
2019
Q1 		$215K Buy
+2,185
New +$209K 0.03% 200
2018
Q4 		– Sell
-2,185
Closed -$218K – 208
2018
Q3 		$218K Sell
2,185
-600
-22% -$60.2K 0.03% 200
2018
Q2 		$272K Hold
2,785
– – 0.04% 180
2018
Q1 		$265K Hold
2,785
– – 0.04% 170
2017
Q4 		$274K Buy
2,785
+10
+0.4% +$962 0.04% 164
2017
Q3 		$260K Buy
2,775
+245
+10% +$22.7K 0.04% 170
2017
Q2 		$233K Buy
+2,530
New +$233K 0.04% 174

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

TCV Trust & Wealth Management's DVY Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 9.3% in Q2 2026, selling an estimated $21.9K and leaving 1,391 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #220.

TCV Trust & Wealth Management first reported a position in DVY in Q2 2017 and has held it in 29 quarters since. The position peaked at $274K in Q4 2017. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • TCV Trust & Wealth Management held 1,391 shares of iShares Select Dividend ETF worth $217K as of Q2 2026.
  • TCV Trust & Wealth Management sold 142 iShares Select Dividend ETF shares in Q2 2026, an estimated $21.9K.
  • iShares Select Dividend ETF made up 0.02% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #220 holding.
  • TCV Trust & Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2017 and has held it in 29 quarters since.
  • TCV Trust & Wealth Management's iShares Select Dividend ETF position peaked at $274K in Q4 2017.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.