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

Topsail 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 Q1	$227K	Hold	1,500	–	–	0.03%	153
2025 Q4	$212K	Hold	1,500	–	–	0.03%	154
2025 Q3	$213K	Hold	1,500	–	–	0.04%	147
2025 Q2	$199K	Hold	1,500	–	–	0.04%	143
2025 Q1	$201K	Hold	1,500	–	–	0.04%	133
2024 Q4	$197K	Buy	+1,500	New	+$204K	0.04%	122

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Topsail Wealth Management's DVY Position: Q1 2026 in Review

Topsail Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 1,500 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #153.

Topsail Wealth Management first reported a position in DVY in Q4 2024 and has held it in 6 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Topsail Wealth Management held 1,500 shares of iShares Select Dividend ETF worth $227K as of Q1 2026.
Topsail Wealth Management left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.03% of Topsail Wealth Management's portfolio in Q1 2026, its #153 holding.
Topsail Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 6 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.