Wellspring Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Wellspring Financial Advisors’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	$1.13M	Hold	7,205	–	–	0.07%	97
2026 Q1	$1.09M	Buy	7,205 +1	+0%	+$151	0.08%	91
2025 Q4	$1.02M	Sell	7,204 -22	-0.3%	-$3.11K	0.08%	85
2025 Q3	$1.03M	Buy	7,226 +401	+6%	+$55.5K	0.09%	66
2025 Q2	$906K	Sell	6,825 -559	-8%	-$72.4K	0.09%	66
2025 Q1	$992K	Hold	7,384	–	–	0.11%	58
2024 Q4	$969K	Buy	7,384 +1	+0%	+$136	0.1%	61
2024 Q3	$997K	Sell	7,383 -3	-0%	-$388	0.12%	55
2024 Q2	$894K	Hold	7,386	–	–	0.12%	58
2024 Q1	$910K	Sell	7,386 -1,802	-20%	-$211K	0.14%	54
2023 Q4	$1.08M	Buy	9,188 +28	+0.3%	+$3.08K	0.27%	51
2023 Q3	$986K	Sell	9,160 -140	-2%	-$15.9K	0.29%	48
2023 Q2	$1.05M	Sell	9,300 -317	-3%	-$36.1K	0.3%	46
2023 Q1	$1.13M	Buy	9,617 +12	+0.1%	+$1.45K	0.33%	45
2022 Q4	$1.16M	Sell	9,605 -1,472	-13%	-$174K	0.39%	43
2022 Q3	$1.19M	Buy	11,077 +24	+0.2%	+$2.88K	0.44%	37
2022 Q2	$1.3M	Sell	11,053 -1,384	-11%	-$173K	0.45%	35
2022 Q1	$1.59M	Buy	12,437 +17	+0.1%	+$2.12K	0.47%	34
2021 Q4	$1.52M	Buy	12,420 +20	+0.2%	+$2.38K	0.42%	36
2021 Q3	$1.42M	Sell	12,400 -1,091	-8%	-$128K	0.43%	35
2021 Q2	$1.57M	Sell	13,491 -12,671	-48%	-$1.51M	0.49%	34
2021 Q1	$1.92M	Buy	26,162 +2,315	+10%	+$245K	0.93%	20
2020 Q4	$2.29M	Sell	23,847 -150	-0.6%	-$13.6K	0.8%	28
2020 Q3	$1.96M	Sell	23,997 -1,505	-6%	-$126K	0.77%	28
2020 Q2	$2.06M	Sell	25,502 -660	-3%	-$52.7K	0.85%	25
2020 Q1	$1.92M	Buy	+26,162	New	+$2.5M	0.93%	20

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

Wellspring Financial Advisors's DVY Position: Q2 2026 in Review

Wellspring Financial Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 7,205 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #97.

Wellspring Financial Advisors first reported a position in DVY in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.29M in Q4 2020. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Wellspring Financial Advisors held 7,205 shares of iShares Select Dividend ETF worth $1.13M as of Q2 2026.
Wellspring Financial Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.07% of Wellspring Financial Advisors's portfolio in Q2 2026, its #97 holding.
Wellspring Financial Advisors first reported a position in iShares Select Dividend ETF in Q1 2020 and has held it in 26 quarters since.
Wellspring Financial Advisors's iShares Select Dividend ETF position peaked at $2.29M in Q4 2020.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.