TD Private Client Wealth’s iShares Select Dividend ETF DVY Stock Holding History

TD Private Client 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	$12.6M	Buy	80,521 +18,457	+30%	+$2.84M	0.23%	64
2026 Q1	$9.4M	Sell	62,064 -1,756	-3%	-$265K	0.19%	75
2025 Q4	$9.01M	Sell	63,820 -748	-1%	-$106K	0.19%	76
2025 Q3	$9.18M	Buy	64,568 +4,403	+7%	+$610K	0.21%	73
2025 Q2	$7.99M	Buy	60,165 +7,883	+15%	+$1.02M	0.2%	79
2025 Q1	$7.02M	Buy	52,282 +3,355	+7%	+$450K	0.19%	85
2024 Q4	$6.42M	Buy	48,927 +2,011	+4%	+$274K	0.18%	83
2024 Q3	$6.34M	Buy	46,916 +6,878	+17%	+$889K	0.18%	85
2024 Q2	$4.84M	Buy	40,038 +31	+0.1%	+$3.76K	0.15%	103
2024 Q1	$4.93M	Buy	40,007 +1,731	+5%	+$203K	0.16%	106
2023 Q4	$4.49M	Sell	38,276 -13,997	-27%	-$1.54M	0.16%	113
2023 Q3	$5.63M	Sell	52,273 -2,592	-5%	-$295K	0.24%	80
2023 Q2	$6.22M	Buy	54,865 +867	+2%	+$98.8K	0.27%	75
2023 Q1	$6.33M	Buy	53,998 +3,557	+7%	+$430K	0.28%	76
2022 Q4	$6.08M	Sell	50,441 -16,666	-25%	-$1.97M	0.29%	74
2022 Q3	$7.2M	Buy	67,107 +9,176	+16%	+$1.1M	0.37%	52
2022 Q2	$6.82M	Buy	57,931 +14,931	+35%	+$1.87M	0.33%	63
2022 Q1	$5.51M	Buy	43,000 +2,931	+7%	+$366K	0.23%	97
2021 Q4	$4.91M	Sell	40,069 -2,215	-5%	-$264K	0.2%	110
2021 Q3	$4.85M	Sell	42,284 -894	-2%	-$105K	0.21%	105
2021 Q2	$5.04M	Buy	43,178 +6,838	+19%	+$813K	0.22%	99
2021 Q1	$4.15M	Buy	36,340 +201	+0.6%	+$21.2K	0.19%	123
2020 Q4	$3.48M	Sell	36,139 -4,614	-11%	-$419K	0.18%	133
2020 Q3	$3.32M	Sell	40,753 -1,104	-3%	-$92.1K	0.19%	121
2020 Q2	$3.38M	Sell	41,857 -30,561	-42%	-$2.44M	0.2%	114
2020 Q1	$5.33M	Buy	72,418 +6,945	+11%	+$664K	0.38%	60
2019 Q4	$6.92M	Buy	+65,473	New	+$6.74M	0.41%	55

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

TD Private Client Wealth's DVY Position: Q2 2026 in Review

TD Private Client Wealth increased its iShares Select Dividend ETF (DVY) stake by 30% in Q2 2026, buying an estimated $2.84M and bringing the position to 80,521 shares worth $12.6M. The position accounts for 0.23% of the portfolio, ranked #64.

TD Private Client Wealth first reported a position in DVY in Q4 2019 and has held it in 27 quarters since. 1,418 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

TD Private Client Wealth held 80,521 shares of iShares Select Dividend ETF worth $12.6M as of Q2 2026.
TD Private Client Wealth bought 18,457 iShares Select Dividend ETF shares in Q2 2026, an estimated $2.84M.
iShares Select Dividend ETF made up 0.23% of TD Private Client Wealth's portfolio in Q2 2026, its #64 holding.
TD Private Client Wealth first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 27 quarters since.
1,418 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.