Wealthfront Advisers’s iShares Select Dividend ETF DVY Stock Holding History

Wealthfront Advisers’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	$4.33M	Sell	27,702 -471	-2%	-$72.5K	0.01%	463
2026 Q1	$4.27M	Buy	28,173 +2,703	+11%	+$408K	0.01%	451
2025 Q4	$3.59M	Buy	25,470 +1,968	+8%	+$278K	0.01%	478
2025 Q3	$3.34M	Buy	23,502 +1,837	+8%	+$254K	0.01%	476
2025 Q2	$2.88M	Buy	21,665 +3,133	+17%	+$406K	0.01%	488
2025 Q1	$2.49M	Sell	18,532 -1,250	-6%	-$168K	0.01%	484
2024 Q4	$2.6M	Buy	19,782 +7,197	+57%	+$981K	0.01%	466
2024 Q3	$1.7M	Sell	12,585 -538	-4%	-$69.6K	0.01%	531
2024 Q2	$1.59M	Buy	13,123 +3,549	+37%	+$431K	0.01%	535
2024 Q1	$1.18M	Buy	9,574 +1,604	+20%	+$188K	﹤0.01%	585
2023 Q4	$934K	Sell	7,970 -17,195	-68%	-$1.89M	﹤0.01%	605
2023 Q3	$2.71M	Buy	25,165 +13,775	+121%	+$1.57M	0.01%	369
2023 Q2	$1.29M	Sell	11,390 -9,247	-45%	-$1.05M	0.01%	507
2023 Q1	$2.42M	Buy	20,637 +8,551	+71%	+$1.03M	0.01%	375
2022 Q4	$1.46M	Sell	12,086 -11,407	-49%	-$1.35M	0.01%	461
2022 Q3	$2.52M	Buy	23,493 +10,860	+86%	+$1.3M	0.01%	319
2022 Q2	$1.49M	Buy	12,633 +7,210	+133%	+$903K	0.01%	429
2022 Q1	$695K	Buy	5,423 +384	+8%	+$48K	﹤0.01%	577
2021 Q4	$618K	Buy	5,039 +2,905	+136%	+$346K	﹤0.01%	562
2021 Q3	$244K	Buy	+2,134	New	+$249K	﹤0.01%	654

Other funds holding DVY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Wealthfront Advisers's DVY Position: Q2 2026 in Review

Wealthfront Advisers reduced its iShares Select Dividend ETF (DVY) stake by 1.7% in Q2 2026, selling an estimated $72.5K and leaving 27,702 shares worth $4.33M. The position accounts for 0.01% of the portfolio, ranked #463.

Wealthfront Advisers first reported a position in DVY in Q3 2021 and has held it in 20 quarters since. 1,199 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Wealthfront Advisers held 27,702 shares of iShares Select Dividend ETF worth $4.33M as of Q2 2026.
Wealthfront Advisers sold 471 iShares Select Dividend ETF shares in Q2 2026, an estimated $72.5K.
iShares Select Dividend ETF made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #463 holding.
Wealthfront Advisers first reported a position in iShares Select Dividend ETF in Q3 2021 and has held it in 20 quarters since.
1,199 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.