TRUE Private Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

TRUE Private Wealth 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	$201K	Buy	+1,284	New	+$198K	0.02%	271
2024 Q1	–	Sell	-6,246	Closed	-$732K	–	291
2023 Q4	$732K	Sell	6,246 -2,353	-27%	-$259K	0.09%	117
2023 Q3	$926K	Hold	8,599	–	–	0.13%	99
2023 Q2	$974K	Sell	8,599 -11,971	-58%	-$1.36M	0.14%	84
2023 Q1	$2.41M	Sell	20,570 -8,939	-30%	-$1.08M	0.36%	48
2022 Q4	$3.56M	Buy	29,509 +3,133	+12%	+$371K	0.55%	31
2022 Q3	$2.83M	Sell	26,376 -4,800	-15%	-$575K	0.43%	38
2022 Q2	$3.67M	Buy	31,176 +1,980	+7%	+$248K	0.53%	29
2022 Q1	$3.75M	Buy	29,196 +12,961	+80%	+$1.62M	0.53%	31
2021 Q4	$1.99M	Buy	16,235 +9,151	+129%	+$1.09M	0.28%	59
2021 Q3	$812K	Buy	7,084 +687	+11%	+$80.3K	0.12%	103
2021 Q2	$746K	Buy	6,397 +4,545	+245%	+$541K	0.11%	108
2021 Q1	$211K	Buy	1,852 +802	+76%	+$84.8K	0.03%	217
2020 Q4	$100K	Sell	1,050 -205	-16%	-$18.6K	0.02%	274
2020 Q3	$102K	Sell	1,255 -62,582	-98%	-$5.22M	0.02%	244
2020 Q2	$5.15M	Sell	63,837 -6,725	-10%	-$537K	0.94%	20
2020 Q1	$5.19M	Sell	70,562 -91,679	-57%	-$8.76M	1.11%	19
2019 Q4	$17.1M	Buy	+162,241	New	+$16.7M	2.63%	8

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

TRUE Private Wealth Advisors's DVY Position: Q2 2026 in Review

TRUE Private Wealth Advisors opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 1,284 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #271 among its holdings. This is a return to the name: TRUE Private Wealth Advisors previously reported a position in DVY as recently as Q4 2023.

TRUE Private Wealth Advisors first reported a position in DVY in Q4 2019 and has held it in 18 quarters since. The position peaked at $17.1M in Q4 2019. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

TRUE Private Wealth Advisors held 1,284 shares of iShares Select Dividend ETF worth $201K as of Q2 2026.
iShares Select Dividend ETF was a new TRUE Private Wealth Advisors position in Q2 2026.
iShares Select Dividend ETF made up 0.02% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #271 holding.
TRUE Private Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 18 quarters since.
TRUE Private Wealth Advisors's iShares Select Dividend ETF position peaked at $17.1M in Q4 2019.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.