West Branch Capital’s iShares Select Dividend ETF DVY Stock Holding History

West Branch Capital’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	$626	Hold	4	–	–	﹤0.01%	311
2026 Q1	$606	Hold	4	–	–	﹤0.01%	330
2025 Q4	$565	Hold	4	–	–	﹤0.01%	371
2025 Q3	$569	Hold	4	–	–	﹤0.01%	399
2025 Q2	$532	Hold	4	–	–	﹤0.01%	414
2025 Q1	$538	Hold	4	–	–	﹤0.01%	437
2024 Q4	$526	Hold	4	–	–	﹤0.01%	432
2024 Q3	$541	Buy	+4	New	+$517	﹤0.01%	413

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 22.9% 1-Year Est. Return

West Branch Capital's DVY Position: Q2 2026 in Review

West Branch Capital held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 4 shares worth $626. The position accounts for ﹤0.01% of the portfolio, ranked #311.

West Branch Capital first reported a position in DVY in Q3 2024 and has held it in 8 quarters since. 1,428 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

West Branch Capital held 4 shares of iShares Select Dividend ETF worth $626 as of Q2 2026.
West Branch Capital left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #311 holding.
West Branch Capital first reported a position in iShares Select Dividend ETF in Q3 2024 and has held it in 8 quarters since.
1,428 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.