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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TD Private Client Wealth's DVY Position: Q1 2026 in Review

TD Private Client Wealth reduced its iShares Select Dividend ETF (DVY) stake by 2.8% in Q1 2026, selling an estimated $265K and leaving 62,064 shares worth $9.4M. The position accounts for 0.19% of the portfolio, ranked #75.

TD Private Client Wealth first reported a position in DVY in Q4 2019 and has held it in 26 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • TD Private Client Wealth held 62,064 shares of iShares Select Dividend ETF worth $9.4M as of Q1 2026.
  • TD Private Client Wealth sold 1,756 iShares Select Dividend ETF shares in Q1 2026, an estimated $265K.
  • iShares Select Dividend ETF made up 0.19% of TD Private Client Wealth's portfolio in Q1 2026, its #75 holding.
  • TD Private Client Wealth first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.