WealthShield Partners’s iShares Select Dividend ETF DVY Stock Holding History

WealthShield Partners’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	$11.1K	Sell	71 -1,126	-94%	-$173K	﹤0.01%	328
2026 Q1	$181K	Hold	1,197	–	–	0.02%	360
2025 Q4	$169K	Buy	1,197 +18	+2%	+$2.54K	0.02%	358
2025 Q3	$168K	Hold	1,179	–	–	0.02%	356
2025 Q2	$157K	Buy	1,179 +285	+32%	+$36.9K	0.02%	344
2025 Q1	$120K	Buy	894 +72	+9%	+$9.65K	0.02%	353
2024 Q4	$108K	Hold	822	–	–	0.02%	332
2024 Q3	$111K	Hold	822	–	–	0.02%	343
2024 Q2	$99.4K	Buy	822 +15	+2%	+$1.82K	0.02%	327
2024 Q1	$99.4K	Sell	807 -220	-21%	-$25.8K	0.02%	320
2023 Q4	$120K	Hold	1,027	–	–	0.02%	309
2023 Q3	$112K	Buy	1,027 +8	+0.8%	+$910	0.02%	333
2023 Q2	$115K	Buy	1,019 +8	+0.8%	+$911	0.02%	325
2023 Q1	$118K	Buy	+1,011	New	+$122K	0.02%	320
2022 Q1	–	Sell	-2,471	Closed	-$303K	–	346
2021 Q4	$303K	Buy	+2,471	New	+$295K	0.05%	230
2019 Q2	–	Sell	-588	Closed	-$58K	–	238
2019 Q1	$58K	Buy	+588	New	+$56.3K	0.03%	188
2018 Q4	–	Sell	-588	Closed	-$59K	–	246
2018 Q3	$59K	Hold	588	–	–	0.03%	163
2018 Q2	$58K	Hold	588	–	–	0.04%	155
2018 Q1	$56K	Sell	588 -165	-22%	-$16.1K	0.04%	149
2017 Q4	$74K	Buy	+753	New	+$72.5K	0.05%	147

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

WealthShield Partners's DVY Position: Q2 2026 in Review

WealthShield Partners reduced its iShares Select Dividend ETF (DVY) stake by 94% in Q2 2026, selling an estimated $173K and leaving 71 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

WealthShield Partners first reported a position in DVY in Q4 2017 and has held it in 20 quarters since. The position peaked at $303K in Q4 2021. 1,422 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

WealthShield Partners held 71 shares of iShares Select Dividend ETF worth $11.1K as of Q2 2026.
WealthShield Partners sold 1,126 iShares Select Dividend ETF shares in Q2 2026, an estimated $173K.
iShares Select Dividend ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q2 2026, its #328 holding.
WealthShield Partners first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 20 quarters since.
WealthShield Partners's iShares Select Dividend ETF position peaked at $303K in Q4 2021.
1,422 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.