Vision Retirement’s iShares Select Dividend ETF DVY Stock Holding History

Vision Retirement’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	$1.08M	Sell	6,928 -24	-0.3%	-$3.69K	0.26%	60
2026 Q1	$1.05M	Buy	6,952 +8	+0.1%	+$1.21K	0.3%	61
2025 Q4	$980K	Buy	+6,944	New	+$981K	0.26%	62

Other funds holding DVY

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Vision Retirement's DVY Position: Q2 2026 in Review

Vision Retirement reduced its iShares Select Dividend ETF (DVY) stake by 0.35% in Q2 2026, selling an estimated $3.69K and leaving 6,928 shares worth $1.08M. The position accounts for 0.26% of the portfolio, ranked #60.

Vision Retirement first reported a position in DVY in Q4 2025 and has held it in 3 quarters since. 1,370 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Vision Retirement held 6,928 shares of iShares Select Dividend ETF worth $1.08M as of Q2 2026.
Vision Retirement sold 24 iShares Select Dividend ETF shares in Q2 2026, an estimated $3.69K.
iShares Select Dividend ETF made up 0.26% of Vision Retirement's portfolio in Q2 2026, its #60 holding.
Vision Retirement first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
1,370 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.