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 Q2	$1.55M	Sell	9,906 -740	-7%	-$114K	0.79%	36
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 $1.55T 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

Viewpoint Capital Management's DVY Position: Q2 2026 in Review

Viewpoint Capital Management reduced its iShares Select Dividend ETF (DVY) stake by 7% in Q2 2026, selling an estimated $114K and leaving 9,906 shares worth $1.55M. The position accounts for 0.79% of the portfolio, ranked #36.

Viewpoint Capital Management first reported a position in DVY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.61M in Q1 2026. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Viewpoint Capital Management held 9,906 shares of iShares Select Dividend ETF worth $1.55M as of Q2 2026.
Viewpoint Capital Management sold 740 iShares Select Dividend ETF shares in Q2 2026, an estimated $114K.
iShares Select Dividend ETF made up 0.79% of Viewpoint Capital Management's portfolio in Q2 2026, its #36 holding.
Viewpoint Capital Management first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 19 quarters since.
Viewpoint Capital Management's iShares Select Dividend ETF position peaked at $1.61M in Q1 2026.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.