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

Triangle Securities 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 Q2	$638K	Hold	4,080	–	–	0.13%	149
2026 Q1	$618K	Buy	4,080 +255	+7%	+$38.5K	0.14%	141
2025 Q4	$540K	Hold	3,825	–	–	0.11%	153
2025 Q3	$544K	Hold	3,825	–	–	0.12%	150
2025 Q2	$508K	Hold	3,825	–	–	0.13%	149
2025 Q1	$514K	Hold	3,825	–	–	0.13%	151
2024 Q4	$502K	Hold	3,825	–	–	0.13%	149
2024 Q3	$517K	Hold	3,825	–	–	0.13%	149
2024 Q2	$463K	Hold	3,825	–	–	0.13%	151
2024 Q1	$471K	Sell	3,825 -244	-6%	-$28.6K	0.13%	149
2023 Q4	$477K	Hold	4,069	–	–	0.15%	143
2023 Q3	$438K	Hold	4,069	–	–	0.16%	134
2023 Q2	$461K	Hold	4,069	–	–	0.16%	141
2023 Q1	$477K	Hold	4,069	–	–	0.17%	140
2022 Q4	$491K	Hold	4,069	–	–	0.18%	133
2022 Q3	$436K	Hold	4,069	–	–	0.18%	131
2022 Q2	$479K	Sell	4,069 -125	-3%	-$15.6K	0.19%	130
2022 Q1	$537K	Hold	4,194	–	–	0.18%	131
2021 Q4	$514K	Hold	4,194	–	–	0.16%	132
2021 Q3	$481K	Hold	4,194	–	–	0.16%	132
2021 Q2	$489K	Hold	4,194	–	–	0.17%	133
2021 Q1	$479K	Sell	4,194 -920	-18%	-$97.2K	0.17%	130
2020 Q4	$492K	Sell	5,114 -250	-5%	-$22.7K	0.19%	124
2020 Q3	$437K	Hold	5,364	–	–	0.2%	123
2020 Q2	$433K	Sell	5,364 -70	-1%	-$5.59K	0.21%	117
2020 Q1	$400K	Hold	5,434	–	–	0.23%	108
2019 Q4	$574K	Hold	5,434	–	–	0.25%	107
2019 Q3	$554K	Hold	5,434	–	–	0.27%	101
2019 Q2	$546K	Hold	5,434	–	–	0.28%	91
2019 Q1	$534K	Hold	5,434	–	–	0.28%	90
2018 Q4	$485K	Hold	5,434	–	–	0.29%	92
2018 Q3	$542K	Hold	5,434	–	–	0.29%	93
2018 Q2	$531K	Hold	5,434	–	–	0.3%	96
2018 Q1	$517K	Sell	5,434 -135	-2%	-$13.2K	0.3%	97
2017 Q4	$549K	Sell	5,569 -200	-3%	-$19.2K	0.31%	90
2017 Q3	$540K	Sell	5,769 -111	-2%	-$10.3K	0.32%	81
2017 Q2	$542K	Hold	5,880	–	–	0.36%	78
2017 Q1	$536K	Sell	5,880 -150	-2%	-$13.6K	0.34%	78
2016 Q4	$534K	Hold	6,030	–	–	0.36%	74
2016 Q3	$517K	Sell	6,030 -150	-2%	-$12.9K	0.36%	79
2016 Q2	$527K	Hold	6,180	–	–	0.39%	75
2016 Q1	$505K	Buy	+6,180	New	+$472K	0.33%	83
2015 Q4	–	Sell	-6,180	Closed	-$450K	–	120
2015 Q3	$450K	Sell	6,180 -350	-5%	-$26.1K	0.34%	89
2015 Q2	$491K	Sell	6,530 -1,075	-14%	-$83.9K	0.35%	87
2015 Q1	$593K	Sell	7,605 -1,290	-15%	-$102K	0.41%	76
2014 Q4	$706K	Sell	8,895 -1,470	-14%	-$114K	0.5%	66
2014 Q3	$766K	Sell	10,365 -4,460	-30%	-$336K	0.59%	64
2014 Q2	$1.14M	Sell	14,825 -5,470	-27%	-$409K	0.87%	40
2014 Q1	$1.29M	Buy	20,295 +4,225	+26%	+$300K	1.16%	31
2013 Q4	$1.15M	Sell	16,070 -755	-4%	-$52.5K	0.93%	36
2013 Q3	$1.12M	Sell	16,825 -1,700	-9%	-$113K	0.97%	36
2013 Q2	$1.19M	Buy	+18,525	New	+$1.2M	0.88%	35

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Triangle Securities Wealth Management's DVY Position: Q2 2026 in Review

Triangle Securities Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 4,080 shares worth $638K. The position accounts for 0.13% of the portfolio, ranked #149.

Triangle Securities Wealth Management first reported a position in DVY in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.29M in Q1 2014. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Triangle Securities Wealth Management held 4,080 shares of iShares Select Dividend ETF worth $638K as of Q2 2026.
Triangle Securities Wealth Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.13% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #149 holding.
Triangle Securities Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 52 quarters since.
Triangle Securities Wealth Management's iShares Select Dividend ETF position peaked at $1.29M in Q1 2014.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.