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Thrive Capital Management (Pennsylvania)’s iShares Select Dividend ETF DVY Stock Holding History

Thrive Capital Management (Pennsylvania)’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 		$488K Sell
3,123
-40
-1% -$6.16K 0.09% 128
2026
Q1 		$479K Sell
3,163
-83
-3% -$12.5K 0.11% 128
2025
Q4 		$458K Sell
3,246
-355
-10% -$50.1K 0.1% 134
2025
Q3 		$512K Sell
3,601
-196
-5% -$27.1K 0.13% 131
2025
Q2 		$504K Buy
+3,797
New +$492K 0.16% 124
2024
Q4 		– Sell
-6,474
Closed -$875K – 119
2024
Q3 		$875K Sell
6,474
-584
-8% -$75.5K 0.41% 81
2024
Q2 		$854K Buy
+7,058
New +$857K 0.39% 80
2024
Q1 		– Sell
-10,340
Closed -$1.21M – 140
2023
Q4 		$1.21M Sell
10,340
-2,312
-18% -$254K 0.65% 43
2023
Q3 		$1.36M Sell
12,652
-315
-2% -$35.8K 0.76% 43
2023
Q2 		$1.47M Sell
12,967
-517
-4% -$58.9K 0.84% 39
2023
Q1 		$1.56M Buy
13,484
+102
+0.8% +$12.3K 0.99% 30
2022
Q4 		$1.61M Sell
13,382
-2,727
-17% -$323K 1.06% 26
2022
Q3 		$1.73M Buy
16,109
+1,254
+8% +$150K 1.17% 21
2022
Q2 		$1.75M Sell
14,855
-2,891
-16% -$362K 1.21% 26
2022
Q1 		$2.27M Buy
17,746
+2,096
+13% +$262K 1.37% 20
2021
Q4 		$1.92M Buy
15,650
+2,278
+17% +$272K 1.25% 18
2021
Q3 		$1.53M Buy
13,372
+680
+5% +$79.5K 1.13% 22
2021
Q2 		$1.48M Buy
12,692
+2,114
+20% +$251K 1.15% 25
2021
Q1 		$1.21M Buy
10,578
+1,305
+14% +$138K 1.13% 24
2020
Q4 		$892K Buy
+9,273
New +$842K 0.95% 25

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

Thrive Capital Management (Pennsylvania)'s DVY Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) reduced its iShares Select Dividend ETF (DVY) stake by 1.3% in Q2 2026, selling an estimated $6.16K and leaving 3,123 shares worth $488K. The position accounts for 0.09% of the portfolio, ranked #128.

Thrive Capital Management (Pennsylvania) first reported a position in DVY in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.27M in Q1 2022. 1,420 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Thrive Capital Management (Pennsylvania) held 3,123 shares of iShares Select Dividend ETF worth $488K as of Q2 2026.
  • Thrive Capital Management (Pennsylvania) sold 40 iShares Select Dividend ETF shares in Q2 2026, an estimated $6.16K.
  • iShares Select Dividend ETF made up 0.09% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #128 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 20 quarters since.
  • Thrive Capital Management (Pennsylvania)'s iShares Select Dividend ETF position peaked at $2.27M in Q1 2022.
  • 1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.