Viewpoint Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

Viewpoint Capital 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 Q1	$1.61M	Buy	10,646 +227	+2%	+$34.3K	0.75%	38
2025 Q4	$1.47M	Buy	10,419 +614	+6%	+$86.7K	0.64%	43
2025 Q3	$1.39M	Buy	9,805 +40	+0.4%	+$5.54K	0.61%	44
2025 Q2	$1.3M	Buy	9,765 +54	+0.6%	+$6.99K	0.64%	43
2025 Q1	$1.3M	Buy	9,711 +53	+0.5%	+$7.11K	0.7%	41
2024 Q4	$1.27M	Buy	9,658 +45	+0.5%	+$6.13K	0.67%	40
2024 Q3	$1.3M	Buy	9,613 +1,113	+13%	+$144K	0.72%	35
2024 Q2	$1.03M	Sell	8,500 -143	-2%	-$17.4K	0.63%	41
2024 Q1	$1.06M	Sell	8,643 -539	-6%	-$63.1K	0.68%	37
2023 Q4	$1.08M	Buy	9,182 +5	+0.1%	+$550	0.75%	35
2023 Q3	$988K	Buy	9,177 +655	+8%	+$74.5K	0.79%	34
2023 Q2	$966K	Buy	8,522 +26	+0.3%	+$2.96K	0.75%	35
2023 Q1	$996K	Buy	8,496 +75	+0.9%	+$9.07K	0.89%	32
2022 Q4	$1.02M	Buy	8,421 +14	+0.2%	+$1.66K	0.98%	32
2022 Q3	$901K	Buy	8,407 +10	+0.1%	+$1.2K	0.89%	30
2022 Q2	$988K	Sell	8,397 -149	-2%	-$18.7K	0.93%	30
2022 Q1	$1.09M	Buy	8,546 +1	+0%	+$125	0.84%	30
2021 Q4	$1.05M	Buy	+8,545	New	+$1.02M	0.76%	32

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

Viewpoint Capital Management's DVY Position: Q1 2026 in Review

Viewpoint Capital Management increased its iShares Select Dividend ETF (DVY) stake by 2.2% in Q1 2026, buying an estimated $34.3K and bringing the position to 10,646 shares worth $1.61M. The position accounts for 0.75% of the portfolio, ranked #38.

Viewpoint Capital Management first reported a position in DVY in Q4 2021 and has held it in 18 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Viewpoint Capital Management held 10,646 shares of iShares Select Dividend ETF worth $1.61M as of Q1 2026.
Viewpoint Capital Management bought 227 iShares Select Dividend ETF shares in Q1 2026, an estimated $34.3K.
iShares Select Dividend ETF made up 0.75% of Viewpoint Capital Management's portfolio in Q1 2026, its #38 holding.
Viewpoint Capital Management first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 18 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.