Wealthspire Advisors (New York)’s iShares Select Dividend ETF DVY Stock Holding History

Wealthspire Advisors (New York)’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	$3.05M	Buy	20,136 +430	+2%	+$64.9K	0.02%	223
2025 Q4	$2.78M	Sell	19,706 -21,360	-52%	-$3.02M	0.02%	241
2025 Q3	$5.84M	Buy	41,066 +1,926	+5%	+$267K	0.03%	154
2025 Q2	$5.2M	Sell	39,140 -108,604	-74%	-$14.1M	0.03%	157
2025 Q1	$19.8M	Buy	147,744 +76,269	+107%	+$10.2M	0.12%	79
2024 Q4	$9.38M	Buy	71,475 +548	+0.8%	+$74.7K	0.09%	102
2024 Q3	$9.58M	Buy	70,927 +4,238	+6%	+$548K	0.1%	107
2024 Q2	$8.07M	Buy	66,689 +28	+0%	+$3.4K	0.1%	91
2024 Q1	$8.21M	Sell	66,661 -2,012	-3%	-$236K	0.11%	87
2023 Q4	$8.05M	Sell	68,673 -1,083	-2%	-$119K	0.11%	85
2023 Q3	$7.51M	Buy	69,756 +200	+0.3%	+$22.7K	0.12%	83
2023 Q2	$7.88M	Sell	69,556 -966	-1%	-$110K	0.13%	79
2023 Q1	$8.26M	Buy	70,522 +285	+0.4%	+$34.5K	0.14%	79
2022 Q4	$8.47M	Sell	70,237 -3,529	-5%	-$418K	0.15%	77
2022 Q3	$7.91M	Buy	73,766 +7,205	+11%	+$864K	0.17%	75
2022 Q2	$7.83M	Buy	66,561 +7,390	+12%	+$925K	0.16%	68
2022 Q1	$7.58M	Sell	59,171 -150	-0.3%	-$18.7K	0.17%	56
2021 Q4	$7.27M	Sell	59,321 -6,990	-11%	-$833K	0.16%	64
2021 Q3	$7.61M	Buy	66,311 +6,887	+12%	+$805K	0.16%	69
2021 Q2	$6.93M	Sell	59,424 -302	-0.5%	-$35.9K	0.18%	58
2021 Q1	$6.82M	Sell	59,726 -649	-1%	-$68.6K	0.16%	74
2020 Q4	$5.81M	Buy	60,375 +935	+2%	+$84.9K	0.17%	67
2020 Q3	$4.85M	Buy	59,440 +50,295	+550%	+$4.19M	0.29%	44
2020 Q2	$738K	Buy	+9,145	New	+$731K	0.05%	126
2019 Q1	–	Sell	-816	Closed	-$73K	–	251
2018 Q4	$73K	Buy	+816	New	+$78.2K	0.01%	141

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

Wealthspire Advisors (New York)'s DVY Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares Select Dividend ETF (DVY) stake by 2.2% in Q1 2026, buying an estimated $64.9K and bringing the position to 20,136 shares worth $3.05M. The position accounts for 0.02% of the portfolio, ranked #223.

Wealthspire Advisors (New York) first reported a position in DVY in Q4 2018 and has held it in 25 quarters since. The position peaked at $19.8M in Q1 2025. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Wealthspire Advisors (New York) held 20,136 shares of iShares Select Dividend ETF worth $3.05M as of Q1 2026.
Wealthspire Advisors (New York) bought 430 iShares Select Dividend ETF shares in Q1 2026, an estimated $64.9K.
iShares Select Dividend ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #223 holding.
Wealthspire Advisors (New York) first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 25 quarters since.
Wealthspire Advisors (New York)'s iShares Select Dividend ETF position peaked at $19.8M in Q1 2025.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.