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Wealth Dimensions Group’s iShares Select Dividend ETF DVY Stock Holding History

Wealth Dimensions Group’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 		$957K Sell
6,123
-98
-2% -$15.1K 0.17% 71
2026
Q1 		$942K Sell
6,221
-111
-2% -$16.8K 0.19% 66
2025
Q4 		$894K Sell
6,332
-31
-0.5% -$4.38K 0.18% 69
2025
Q3 		$904K Sell
6,363
-40
-0.6% -$5.54K 0.19% 69
2025
Q2 		$850K Buy
6,403
+16
+0.3% +$2.07K 0.19% 71
2025
Q1 		$858K Sell
6,387
-36
-0.6% -$4.83K 0.2% 63
2024
Q4 		$843K Sell
6,423
-151
-2% -$20.6K 0.21% 63
2024
Q3 		$888K Buy
6,574
+849
+15% +$110K 0.22% 53
2024
Q2 		$693K Buy
5,725
+152
+3% +$18.5K 0.2% 63
2024
Q1 		$686K Hold
5,573
– – 0.2% 64
2023
Q4 		$653K Sell
5,573
-68
-1% -$7.48K 0.21% 62
2023
Q3 		$607K Sell
5,641
-183
-3% -$20.8K 0.22% 62
2023
Q2 		$660K Sell
5,824
-82
-1% -$9.34K 0.24% 57
2023
Q1 		$692K Sell
5,906
-154
-3% -$18.6K 0.27% 49
2022
Q4 		$731K Buy
6,060
+7
+0.1% +$828 0.3% 49
2022
Q3 		$649K Sell
6,053
-240
-4% -$28.8K 0.32% 44
2022
Q2 		$740K Sell
6,293
-479
-7% -$60K 0.35% 45
2022
Q1 		$868K Sell
6,772
-40
-0.6% -$5K 0.4% 44
2021
Q4 		$835K Sell
6,812
-10
-0.1% -$1.19K 0.41% 43
2021
Q3 		$783K Buy
6,822
+7
+0.1% +$818 0.5% 39
2021
Q2 		$795K Buy
6,815
+813
+14% +$96.7K 0.54% 35
2021
Q1 		$685K Sell
6,002
-247
-4% -$26.1K 0.53% 37
2020
Q4 		$601K Buy
+6,249
New +$567K 0.52% 37

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Dimensions Group's DVY Position: Q2 2026 in Review

Wealth Dimensions Group reduced its iShares Select Dividend ETF (DVY) stake by 1.6% in Q2 2026, selling an estimated $15.1K and leaving 6,123 shares worth $957K. The position accounts for 0.17% of the portfolio, ranked #71.

Wealth Dimensions Group first reported a position in DVY in Q4 2020 and has held it in 23 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Wealth Dimensions Group held 6,123 shares of iShares Select Dividend ETF worth $957K as of Q2 2026.
  • Wealth Dimensions Group sold 98 iShares Select Dividend ETF shares in Q2 2026, an estimated $15.1K.
  • iShares Select Dividend ETF made up 0.17% of Wealth Dimensions Group's portfolio in Q2 2026, its #71 holding.
  • Wealth Dimensions Group first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.