Vise Technologies’s iShares Select Dividend ETF DVY Stock Holding History

Vise Technologies’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	$766K	Buy	+4,903	New	+$755K	0.01%	933
2025 Q4	–	Sell	-1,702	Closed	-$242K	–	1490
2025 Q3	$242K	Sell	1,702 -821	-33%	-$114K	0.01%	1017
2025 Q2	$335K	Buy	+2,523	New	+$327K	0.01%	803

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 22.9% 1-Year Est. Return

Vise Technologies's DVY Position: Q2 2026 in Review

Vise Technologies opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 4,903 shares worth $766K. The stake represents 0.01% of the portfolio and ranks #933 among its holdings. This is a return to the name: Vise Technologies previously reported a position in DVY as recently as Q3 2025.

Vise Technologies first reported a position in DVY in Q2 2025 and has held it in 3 quarters since. 1,428 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Vise Technologies held 4,903 shares of iShares Select Dividend ETF worth $766K as of Q2 2026.
iShares Select Dividend ETF was a new Vise Technologies position in Q2 2026.
iShares Select Dividend ETF made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #933 holding.
Vise Technologies first reported a position in iShares Select Dividend ETF in Q2 2025 and has held it in 3 quarters since.
1,428 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.