Trifecta Capital Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Trifecta Capital Advisors’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	$2.6M	Hold	16,660	–	–	0.34%	52
2026 Q1	$2.52M	Buy	16,660 +100	+0.6%	+$15.1K	0.39%	52
2025 Q4	$2.34M	Sell	16,560 -370	-2%	-$52.3K	0.35%	52
2025 Q3	$2.41M	Hold	16,930	–	–	0.37%	53
2025 Q2	$2.25M	Buy	16,930 +2,715	+19%	+$352K	0.37%	52
2025 Q1	$1.91M	Hold	14,215	–	–	0.4%	51
2024 Q4	$1.87M	Sell	14,215 -165	-1%	-$22.5K	0.37%	51
2024 Q3	$1.94M	Hold	14,380	–	–	0.41%	51
2024 Q2	$1.74M	Hold	14,380	–	–	0.39%	52
2024 Q1	$1.77M	Hold	14,380	–	–	0.43%	50
2023 Q4	$1.69M	Buy	14,380 +8,250	+135%	+$908K	0.47%	50
2023 Q3	$660K	Hold	6,130	–	–	0.21%	60
2023 Q2	$695K	Hold	6,130	–	–	0.22%	59
2023 Q1	$718K	Sell	6,130 -400	-6%	-$48.4K	0.25%	62
2022 Q4	$788K	Buy	+6,530	New	+$773K	0.31%	62

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

Trifecta Capital Advisors's DVY Position: Q2 2026 in Review

Trifecta Capital Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 16,660 shares worth $2.6M. The position accounts for 0.34% of the portfolio, ranked #52.

Trifecta Capital Advisors first reported a position in DVY in Q4 2022 and has held it in 15 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Trifecta Capital Advisors held 16,660 shares of iShares Select Dividend ETF worth $2.6M as of Q2 2026.
Trifecta Capital Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.34% of Trifecta Capital Advisors's portfolio in Q2 2026, its #52 holding.
Trifecta Capital Advisors first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 15 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.