Winthrop Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$48K Hold
304
0.01% 177
2026
Q1
$46K Hold
304
0.01% 187
2025
Q4
$43K Hold
304
0.01% 193
2025
Q3
$43K Hold
304
0.01% 176
2025
Q2
$40K Hold
304
0.01% 185
2025
Q1
$41K Hold
304
0.01% 163
2024
Q4
$40K Buy
+304
New +$41.4K 0.01% 175
2024
Q1
Sell
-304
Closed -$35.6K 186
2023
Q4
$35.6K Buy
+304
New +$33.4K 0.01% 175

Other funds holding DVY

Winthrop Capital Management's DVY Position: Q2 2026 in Review

Winthrop Capital Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 304 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #177.

Winthrop Capital Management first reported a position in DVY in Q4 2023 and has held it in 8 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Winthrop Capital Management held 304 shares of iShares Select Dividend ETF worth $48K as of Q2 2026.
  • Winthrop Capital Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
  • iShares Select Dividend ETF made up 0.01% of Winthrop Capital Management's portfolio in Q2 2026, its #177 holding.
  • Winthrop Capital Management first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 8 quarters since.
  • 1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.