Western Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Western Wealth Management’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	$3.24M	Sell	21,389 -367	-2%	-$55.4K	0.12%	182
2025 Q4	$3.07M	Sell	21,756 -1,193	-5%	-$169K	0.14%	144
2025 Q3	$3.26M	Sell	22,949 -521	-2%	-$72.2K	0.17%	107
2025 Q2	$3.12M	Sell	23,470 -2,795	-11%	-$362K	0.19%	106
2025 Q1	$3.53M	Sell	26,265 -175	-0.7%	-$23.5K	0.23%	88
2024 Q4	$3.47M	Buy	26,440 +4,572	+21%	+$623K	0.23%	85
2024 Q3	$2.95M	Sell	21,868 -262	-1%	-$33.9K	0.17%	119
2024 Q2	$2.68M	Sell	22,130 -936	-4%	-$114K	0.2%	103
2024 Q1	$2.84M	Sell	23,066 -269	-1%	-$31.5K	0.22%	92
2023 Q4	$2.74M	Sell	23,335 -342	-1%	-$37.6K	0.2%	104
2023 Q3	$2.55M	Buy	23,677 +1,923	+9%	+$219K	0.22%	98
2023 Q2	$2.46M	Sell	21,754 -1,241	-5%	-$141K	0.21%	104
2023 Q1	$2.69M	Sell	22,995 -185	-0.8%	-$22.4K	0.25%	95
2022 Q4	$2.8M	Sell	23,180 -23,081	-50%	-$2.73M	0.29%	85
2022 Q3	$4.96M	Sell	46,261 -32	-0.1%	-$3.83K	0.28%	76
2022 Q2	$5.45M	Buy	46,293 +1,202	+3%	+$150K	0.31%	70
2022 Q1	$5.78M	Buy	45,091 +20,176	+81%	+$2.52M	0.28%	76
2021 Q4	$3.06M	Buy	+24,915	New	+$2.97M	0.3%	73
2021 Q2	$2.72M	Buy	23,378 +394	+2%	+$46.9K	0.28%	79
2021 Q1	$2.62M	Sell	22,984 -192	-0.8%	-$20.3K	0.35%	63
2020 Q4	$2.23M	Sell	23,176 -2,820	-11%	-$256K	0.33%	72
2020 Q3	$2.12M	Buy	25,996 +14	+0.1%	+$1.17K	0.35%	62
2020 Q2	$2.1M	Sell	25,982 -33,349	-56%	-$2.66M	0.38%	51
2020 Q1	$4.36M	Sell	59,331 -9,709	-14%	-$928K	1%	17
2019 Q4	$7.29M	Buy	69,040 +2,763	+4%	+$285K	1.11%	27
2019 Q3	$6.75M	Buy	66,277 +4,942	+8%	+$493K	1.41%	12
2019 Q2	$6.12M	Sell	61,335 -174	-0.3%	-$17.2K	0.8%	32
2019 Q1	$6.04M	Buy	61,509 +1,881	+3%	+$180K	1.35%	11
2018 Q4	$5.32M	Buy	+59,628	New	+$5.71M	1.43%	11

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

Western Wealth Management's DVY Position: Q1 2026 in Review

Western Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 1.7% in Q1 2026, selling an estimated $55.4K and leaving 21,389 shares worth $3.24M. The position accounts for 0.12% of the portfolio, ranked #182.

Western Wealth Management first reported a position in DVY in Q4 2018 and has held it in 29 quarters since. The position peaked at $7.29M in Q4 2019. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Western Wealth Management held 21,389 shares of iShares Select Dividend ETF worth $3.24M as of Q1 2026.
Western Wealth Management sold 367 iShares Select Dividend ETF shares in Q1 2026, an estimated $55.4K.
iShares Select Dividend ETF made up 0.12% of Western Wealth Management's portfolio in Q1 2026, its #182 holding.
Western Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 29 quarters since.
Western Wealth Management's iShares Select Dividend ETF position peaked at $7.29M in Q4 2019.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.