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TIAA Wealth Investment Management’s iShares Select Dividend ETF DVY Stock Holding History

TIAA Wealth Investment 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 		$84.8K Buy
537
+417
+348% +$64.2K ﹤0.01% 404
2026
Q1 		$18K Buy
+120
New +$18.1K ﹤0.01% 477

Other funds holding DVY

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TIAA Wealth Investment Management's DVY Position: Q2 2026 in Review

TIAA Wealth Investment Management increased its iShares Select Dividend ETF (DVY) stake by 348% in Q2 2026, buying an estimated $64.2K and bringing the position to 537 shares worth $84.8K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

TIAA Wealth Investment Management first reported a position in DVY in Q1 2026 and has held it in 2 quarters since. 1,370 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • TIAA Wealth Investment Management held 537 shares of iShares Select Dividend ETF worth $84.8K as of Q2 2026.
  • TIAA Wealth Investment Management bought 417 iShares Select Dividend ETF shares in Q2 2026, an estimated $64.2K.
  • iShares Select Dividend ETF made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #404 holding.
  • TIAA Wealth Investment Management first reported a position in iShares Select Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,370 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.