Trivium Point Advisory’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Trivium Point Advisory's DVY Position: Q2 2026 in Review
Trivium Point Advisory reduced its iShares Select Dividend ETF (DVY) stake by 30% in Q2 2026, selling an estimated $163K and leaving 2,483 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #277.
Trivium Point Advisory first reported a position in DVY in Q1 2020 and has held it in 12 quarters since. The position peaked at $1.05M in Q2 2025. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Trivium Point Advisory held 2,483 shares of iShares Select Dividend ETF worth $388K as of Q2 2026.
- Trivium Point Advisory sold 1,062 iShares Select Dividend ETF shares in Q2 2026, an estimated $163K.
- iShares Select Dividend ETF made up 0.04% of Trivium Point Advisory's portfolio in Q2 2026, its #277 holding.
- Trivium Point Advisory first reported a position in iShares Select Dividend ETF in Q1 2020 and has held it in 12 quarters since.
- Trivium Point Advisory's iShares Select Dividend ETF position peaked at $1.05M in Q2 2025.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.