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World Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

World Investment 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 		$2.91M Sell
19,140
-1,180
-6% -$182K 0.05% 386
2026
Q1 		$3.08M Sell
20,320
-1,331
-6% -$201K 0.05% 377
2025
Q4 		$3.06M Buy
21,651
+9,014
+71% +$1.27M 0.05% 368
2025
Q3 		$1.8M Buy
12,637
+15
+0.1% +$2.08K 0.04% 426
2025
Q2 		$1.68M Buy
12,622
+225
+2% +$29.1K 0.04% 408
2025
Q1 		$1.66M Buy
12,397
+70
+0.6% +$9.39K 0.04% 385
2024
Q4 		$1.62M Buy
12,327
+973
+9% +$133K 0.04% 373
2024
Q3 		$1.53M Buy
11,354
+1,072
+10% +$139K 0.05% 347
2024
Q2 		$1.24M Buy
10,282
+4,048
+65% +$491K 0.08% 235
2024
Q1 		$903K Sell
6,234
-2,952
-32% -$346K 0.13% 148
2023
Q4 		$1.08M Buy
9,186
+6,212
+209% +$683K 0.14% 138
2023
Q3 		$324K Sell
2,974
-29
-1% -$3.3K 0.06% 192
2023
Q2 		$340K Sell
3,003
-10
-0.3% -$1.14K 0.07% 181
2023
Q1 		$353K Sell
3,013
-112
-4% -$13.5K 0.07% 165
2022
Q4 		$377K Buy
3,125
+1,020
+48% +$121K 0.09% 155
2022
Q3 		$226K Hold
2,105
– – 0.05% 209
2022
Q2 		$256K Sell
2,105
-200
-9% -$25K 0.05% 212
2022
Q1 		$295K Sell
2,305
-2
-0.1% -$250 0.06% 203
2021
Q4 		$288K Sell
2,307
-36
-2% -$4.29K 0.06% 207
2021
Q3 		$269K Buy
2,343
+185
+9% +$21.6K 0.06% 201
2021
Q2 		$252K Sell
2,158
-200
-8% -$23.8K 0.06% 213
2021
Q1 		$285K Sell
2,358
-50
-2% -$5.28K 0.07% 178
2020
Q4 		$249K Sell
2,408
-85
-3% -$7.71K 0.06% 189
2020
Q3 		$203K Hold
2,493
– – 0.07% 161
2020
Q2 		$216K Sell
2,493
-289
-10% -$23.1K 0.08% 151
2020
Q1 		$205K Sell
2,782
-86
-3% -$8.22K 0.1% 122
2019
Q4 		$303K Buy
2,868
+207
+8% +$21.3K 0.12% 106
2019
Q3 		$271K Sell
2,661
-53
-2% -$5.29K 0.12% 108
2019
Q2 		$268K Sell
2,714
-55
-2% -$5.43K 0.12% 103
2019
Q1 		$272K Hold
2,769
– – 0.12% 93
2018
Q4 		$267K Buy
+2,769
New +$265K 0.12% 114

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

World Investment Advisors's DVY Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Select Dividend ETF (DVY) stake by 5.8% in Q2 2026, selling an estimated $182K and leaving 19,140 shares worth $2.91M. The position accounts for 0.05% of the portfolio, ranked #386.

World Investment Advisors first reported a position in DVY in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.08M in Q1 2026. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • World Investment Advisors held 19,140 shares of iShares Select Dividend ETF worth $2.91M as of Q2 2026.
  • World Investment Advisors sold 1,180 iShares Select Dividend ETF shares in Q2 2026, an estimated $182K.
  • iShares Select Dividend ETF made up 0.05% of World Investment Advisors's portfolio in Q2 2026, its #386 holding.
  • World Investment Advisors first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 31 quarters since.
  • World Investment Advisors's iShares Select Dividend ETF position peaked at $3.08M in Q1 2026.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.