Wealth Quarterback’s iShares Select Dividend ETF DVY Stock Holding History

Wealth Quarterback’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	$7.82M	Buy	50,050 +6,584	+15%	+$1.01M	2.42%	9
2026 Q1	$6.58M	Sell	43,466 -3,727	-8%	-$563K	2.59%	6
2025 Q4	$6.66M	Buy	47,193 +10,208	+28%	+$1.44M	2.4%	7
2025 Q3	$5.26M	Buy	36,985 +2,047	+6%	+$284K	2.03%	10
2025 Q2	$4.64M	Buy	34,938 +1,493	+4%	+$193K	2.2%	9
2025 Q1	$4.49M	Buy	33,445 +7,019	+27%	+$941K	2.53%	5
2024 Q4	$3.47M	Sell	26,426 -2,578	-9%	-$351K	1.63%	12
2024 Q3	$3.92M	Buy	29,004 +732	+3%	+$94.6K	2.04%	12
2024 Q2	$3.42M	Sell	28,272 -1,401	-5%	-$170K	1.94%	9
2024 Q1	$3.66M	Buy	29,673 +3,654	+14%	+$428K	2.04%	10
2023 Q4	$3.05M	Sell	26,019 -27,507	-51%	-$3.03M	1.86%	12
2023 Q3	$5.76M	Buy	53,526 +8,203	+18%	+$933K	4.98%	3
2023 Q2	$5.14M	Buy	45,323 +10,550	+30%	+$1.2M	3.56%	10
2023 Q1	$4.07M	Buy	+34,773	New	+$4.21M	3.46%	11
2021 Q3	$111K	Buy	967 +4	+0.4%	+$468	0.07%	151
2021 Q2	$113K	Buy	+963	New	+$115K	0.07%	161
2020 Q2	–	Sell	-2,796	Closed	-$206K	–	280
2020 Q1	$206K	Sell	2,796 -1,296	-32%	-$124K	0.19%	98
2019 Q4	$348K	Buy	+4,092	New	+$421K	0.3%	76

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

Wealth Quarterback's DVY Position: Q2 2026 in Review

Wealth Quarterback increased its iShares Select Dividend ETF (DVY) stake by 15% in Q2 2026, buying an estimated $1.01M and bringing the position to 50,050 shares worth $7.82M. The position accounts for 2.42% of the portfolio, ranked #9.

Wealth Quarterback first reported a position in DVY in Q4 2019 and has held it in 18 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Wealth Quarterback held 50,050 shares of iShares Select Dividend ETF worth $7.82M as of Q2 2026.
Wealth Quarterback bought 6,584 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.01M.
iShares Select Dividend ETF made up 2.42% of Wealth Quarterback's portfolio in Q2 2026, its #9 holding.
Wealth Quarterback first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 18 quarters since.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.