Vident Advisory’s iShares Select Dividend ETF DVY Stock Holding History

Vident Advisory’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 Q1	–	Sell	-2,385	Closed	-$337K	–	1867
2025 Q4	$337K	Buy	+2,385	New	+$337K	﹤0.01%	1344
2023 Q4	–	Sell	-4,215	Closed	-$454K	–	1327
2023 Q3	$454K	Buy	+4,215	New	+$479K	0.01%	733

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vident Advisory's DVY Position: Q1 2026 in Review

Vident Advisory sold out of iShares Select Dividend ETF (DVY) in Q1 2026, closing a stake of 2,385 shares — an estimated $337K sold.

Vident Advisory first reported a position in DVY in Q3 2023 and held it in 2 quarters. The position peaked at $454K in Q3 2023. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Vident Advisory reported no remaining iShares Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
Vident Advisory sold 2,385 iShares Select Dividend ETF shares in Q1 2026, an estimated $337K.
Vident Advisory first reported a position in iShares Select Dividend ETF in Q3 2023 and held it in 2 quarters.
Vident Advisory's iShares Select Dividend ETF position peaked at $454K in Q3 2023.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.