Visionary Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Visionary Wealth Advisors’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	$243K	Sell	1,602 -24	-1%	-$3.62K	0.01%	564
2025 Q4	$230K	Buy	1,626 +9	+0.6%	+$1.27K	0.01%	559
2025 Q3	$230K	Sell	1,617 -66	-4%	-$9.14K	0.01%	548
2025 Q2	$223K	Buy	1,683 +135	+9%	+$17.5K	0.01%	530
2025 Q1	$208K	Buy	+1,548	New	+$208K	0.01%	516
2023 Q3	–	Sell	-3,456	Closed	-$392K	–	457
2023 Q2	$392K	Sell	3,456 -21,045	-86%	-$2.4M	0.03%	325
2023 Q1	$2.87M	Buy	24,501 +2,001	+9%	+$242K	0.24%	101
2022 Q4	$2.71M	Sell	22,500 -757	-3%	-$89.6K	0.25%	97
2022 Q3	$2.49M	Buy	23,257 +21,005	+933%	+$2.52M	0.26%	98
2022 Q2	$265K	Hold	2,252	–	–	0.02%	344
2022 Q1	$288K	Buy	2,252 +127	+6%	+$15.9K	0.02%	332
2021 Q4	$260K	Buy	2,125 +3	+0.1%	+$358	0.02%	321
2021 Q3	$243K	Sell	2,122 -2,848	-57%	-$333K	0.03%	271
2021 Q2	$580K	Buy	4,970 +3,085	+164%	+$367K	0.06%	190
2021 Q1	$215K	Buy	+1,885	New	+$199K	0.02%	299

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

Visionary Wealth Advisors's DVY Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its iShares Select Dividend ETF (DVY) stake by 1.5% in Q1 2026, selling an estimated $3.62K and leaving 1,602 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #564.

Visionary Wealth Advisors first reported a position in DVY in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.87M in Q1 2023. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Visionary Wealth Advisors held 1,602 shares of iShares Select Dividend ETF worth $243K as of Q1 2026.
Visionary Wealth Advisors sold 24 iShares Select Dividend ETF shares in Q1 2026, an estimated $3.62K.
iShares Select Dividend ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #564 holding.
Visionary Wealth Advisors first reported a position in iShares Select Dividend ETF in Q1 2021 and has held it in 15 quarters since.
Visionary Wealth Advisors's iShares Select Dividend ETF position peaked at $2.87M in Q1 2023.
1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.