WealthBridge Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

WealthBridge Capital Management’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	$2.42M	Buy	15,480 +36	+0.2%	+$5.54K	0.48%	43
2026 Q1	$2.34M	Sell	15,444 -16	-0.1%	-$2.42K	0.54%	43
2025 Q4	$2.18M	Buy	15,460 +94	+0.6%	+$13.3K	0.5%	44
2025 Q3	$2.18M	Buy	15,366 +56	+0.4%	+$7.76K	0.51%	43
2025 Q2	$2.03M	Buy	15,310 +162	+1%	+$21K	0.52%	43
2025 Q1	$2.03M	Sell	15,148 -270	-2%	-$36.2K	0.57%	41
2024 Q4	$2.02M	Buy	15,418 +58	+0.4%	+$7.9K	0.56%	42
2024 Q3	$2.07M	Buy	15,360 +279	+2%	+$36.1K	0.59%	41
2024 Q2	$1.82M	Buy	15,081 +648	+4%	+$78.7K	0.6%	40
2024 Q1	$1.78M	Sell	14,433 -46	-0.3%	-$5.39K	0.6%	39
2023 Q4	$1.7M	Buy	14,479 +230	+2%	+$25.3K	0.64%	38
2023 Q3	$1.53M	Buy	14,249 +588	+4%	+$66.9K	0.63%	36
2023 Q2	$1.55M	Sell	13,661 -721	-5%	-$82.1K	0.62%	36
2023 Q1	$1.69M	Buy	14,382 +340	+2%	+$41.1K	0.67%	35
2022 Q4	$1.69M	Buy	14,042 +111	+0.8%	+$13.1K	0.71%	35
2022 Q3	$1.64M	Hold	13,931	–	–	0.7%	33
2022 Q2	$1.64M	Buy	13,931 +1,515	+12%	+$190K	0.7%	33
2022 Q1	$1.59M	Sell	12,416 -138	-1%	-$17.2K	0.59%	37
2021 Q4	$1.54M	Buy	12,554 +93	+0.7%	+$11.1K	0.57%	40
2021 Q3	$1.43M	Buy	12,461 +356	+3%	+$41.6K	0.53%	42
2021 Q2	$1.41M	Buy	12,105 +1,127	+10%	+$134K	0.51%	43
2021 Q1	$1.25M	Buy	10,978 +65	+0.6%	+$6.87K	0.51%	44
2020 Q4	$1.05M	Buy	10,913 +193	+2%	+$17.5K	0.46%	51
2020 Q3	$874K	Sell	10,720 -1,491	-12%	-$124K	0.45%	49
2020 Q2	$986K	Sell	12,211 -317	-3%	-$25.3K	0.56%	41
2020 Q1	$921K	Buy	12,528 +384	+3%	+$36.7K	0.64%	37
2019 Q4	$1.28M	Buy	12,144 +135	+1%	+$13.9K	0.83%	31
2019 Q3	$1.22M	Buy	12,009 +1,554	+15%	+$155K	0.88%	28
2019 Q2	$934K	Sell	10,455 -829	-7%	-$81.8K	0.85%	32
2019 Q1	$1.11M	Buy	11,284 +829	+8%	+$79.4K	0.71%	30
2018 Q4	$934K	Buy	+10,455	New	+$1M	0.71%	32

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

WealthBridge Capital Management's DVY Position: Q2 2026 in Review

WealthBridge Capital Management increased its iShares Select Dividend ETF (DVY) stake by 0.23% in Q2 2026, buying an estimated $5.54K and bringing the position to 15,480 shares worth $2.42M. The position accounts for 0.48% of the portfolio, ranked #43.

WealthBridge Capital Management first reported a position in DVY in Q4 2018 and has held it in 31 quarters since. 1,422 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

WealthBridge Capital Management held 15,480 shares of iShares Select Dividend ETF worth $2.42M as of Q2 2026.
WealthBridge Capital Management bought 36 iShares Select Dividend ETF shares in Q2 2026, an estimated $5.54K.
iShares Select Dividend ETF made up 0.48% of WealthBridge Capital Management's portfolio in Q2 2026, its #43 holding.
WealthBridge Capital Management first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 31 quarters since.
1,422 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.