WQ
DVY icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Quarterback's DVY Position: Q1 2026 in Review

Wealth Quarterback reduced its iShares Select Dividend ETF (DVY) stake by 7.9% in Q1 2026, selling an estimated $563K and leaving 43,466 shares worth $6.58M. The position accounts for 2.59% of the portfolio, ranked #6.

Wealth Quarterback first reported a position in DVY in Q4 2019 and has held it in 17 quarters since. The position peaked at $6.66M in Q4 2025. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Wealth Quarterback held 43,466 shares of iShares Select Dividend ETF worth $6.58M as of Q1 2026.
  • Wealth Quarterback sold 3,727 iShares Select Dividend ETF shares in Q1 2026, an estimated $563K.
  • iShares Select Dividend ETF made up 2.59% of Wealth Quarterback's portfolio in Q1 2026, its #6 holding.
  • Wealth Quarterback first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 17 quarters since.
  • Wealth Quarterback's iShares Select Dividend ETF position peaked at $6.66M in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.