VestGen Advisors’s iShares Select Dividend ETF DVY Stock Holding History

VestGen 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	$1.01M	Sell	6,493 -130	-2%	-$20K	0.03%	455
2026 Q1	$1.01M	Buy	6,623 +1,310	+25%	+$198K	0.03%	462
2025 Q4	$750K	Sell	5,313 -8,622	-62%	-$1.22M	0.03%	404
2025 Q3	$1.98M	Buy	13,935 +3,174	+29%	+$440K	0.07%	250
2025 Q2	$1.43M	Hold	10,761	–	–	0.06%	270
2025 Q1	$1.45M	Buy	+10,761	New	+$1.44M	0.07%	252

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

VestGen Advisors's DVY Position: Q2 2026 in Review

VestGen Advisors reduced its iShares Select Dividend ETF (DVY) stake by 2% in Q2 2026, selling an estimated $20K and leaving 6,493 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #455.

VestGen Advisors first reported a position in DVY in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.98M in Q3 2025. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

VestGen Advisors held 6,493 shares of iShares Select Dividend ETF worth $1.01M as of Q2 2026.
VestGen Advisors sold 130 iShares Select Dividend ETF shares in Q2 2026, an estimated $20K.
iShares Select Dividend ETF made up 0.03% of VestGen Advisors's portfolio in Q2 2026, its #455 holding.
VestGen Advisors first reported a position in iShares Select Dividend ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's iShares Select Dividend ETF position peaked at $1.98M in Q3 2025.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.