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

Vermillion 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	$29.9K	Sell	191 -54	-22%	-$8.31K	0.01%	770
2026 Q1	$37.2K	Sell	245 -5	-2%	-$755	0.01%	236
2025 Q4	$35.3K	Sell	250 -13	-5%	-$1.84K	0.01%	230
2025 Q3	$37.4K	Buy	263 +181	+221%	+$25.1K	0.01%	665
2025 Q2	$10.9K	Buy	82 +1	+1%	+$129	0.01%	329
2025 Q1	$10.9K	Hold	81	–	–	﹤0.01%	852
2024 Q4	$10.6K	Buy	+81	New	+$11K	0.01%	323

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

Vermillion Wealth Management's DVY Position: Q2 2026 in Review

Vermillion Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 22% in Q2 2026, selling an estimated $8.31K and leaving 191 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #770.

Vermillion Wealth Management first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.4K in Q3 2025. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Vermillion Wealth Management held 191 shares of iShares Select Dividend ETF worth $29.9K as of Q2 2026.
Vermillion Wealth Management sold 54 iShares Select Dividend ETF shares in Q2 2026, an estimated $8.31K.
iShares Select Dividend ETF made up 0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #770 holding.
Vermillion Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's iShares Select Dividend ETF position peaked at $37.4K in Q3 2025.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.