TAFW
DVY icon

Tred Avon Family Wealth’s iShares Select Dividend ETF DVY Stock Holding History

Tred Avon Family 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 		$202K Sell
1,333
-4,250
-76% -$642K 0.07% 260
2025
Q4 		$788K Buy
+5,583
New +$789K 0.26% 113

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 $424B AUM 22.94% 1-Year Est. Return

Tred Avon Family Wealth's DVY Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its iShares Select Dividend ETF (DVY) stake by 76% in Q1 2026, selling an estimated $642K and leaving 1,333 shares worth $202K. The position accounts for 0.07% of the portfolio, ranked #260.

Tred Avon Family Wealth first reported a position in DVY in Q4 2025 and has held it in 2 quarters since. The position peaked at $788K in Q4 2025. 1,417 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Tred Avon Family Wealth held 1,333 shares of iShares Select Dividend ETF worth $202K as of Q1 2026.
  • Tred Avon Family Wealth sold 4,250 iShares Select Dividend ETF shares in Q1 2026, an estimated $642K.
  • iShares Select Dividend ETF made up 0.07% of Tred Avon Family Wealth's portfolio in Q1 2026, its #260 holding.
  • Tred Avon Family Wealth first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • Tred Avon Family Wealth's iShares Select Dividend ETF position peaked at $788K in Q4 2025.
  • 1,417 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.