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 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 $1.37T 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

WealthBridge Capital Management's DVY Position: Q1 2026 in Review

WealthBridge Capital Management reduced its iShares Select Dividend ETF (DVY) stake by 0.1% in Q1 2026, selling an estimated $2.42K and leaving 15,444 shares worth $2.34M. The position accounts for 0.54% of the portfolio, ranked #43.

WealthBridge Capital Management first reported a position in DVY in Q4 2018 and has held it in 30 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

WealthBridge Capital Management held 15,444 shares of iShares Select Dividend ETF worth $2.34M as of Q1 2026.
WealthBridge Capital Management sold 16 iShares Select Dividend ETF shares in Q1 2026, an estimated $2.42K.
iShares Select Dividend ETF made up 0.54% of WealthBridge Capital Management's portfolio in Q1 2026, its #43 holding.
WealthBridge Capital Management first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 30 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.