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

Yukon 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	$19.4M	Sell	128,315 -2,638	-2%	-$398K	11.6%	2
2025 Q4	$20.2M	Sell	130,953 -46,620	-26%	-$6.59M	11.65%	2
2025 Q3	$25.2M	Buy	177,573 +5,266	+3%	+$729K	8.27%	3
2025 Q2	$22.9M	Buy	172,307 +13,015	+8%	+$1.69M	8.19%	3
2025 Q1	$21.4M	Buy	+159,292	New	+$21.4M	8.88%	1

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

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

Yukon Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 2% in Q1 2026, selling an estimated $398K and leaving 128,315 shares worth $19.4M. The position accounts for 11.6% of the portfolio, ranked #2.

Yukon Wealth Management first reported a position in DVY in Q1 2025 and has held it in 5 quarters since. The position peaked at $25.2M in Q3 2025. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Yukon Wealth Management held 128,315 shares of iShares Select Dividend ETF worth $19.4M as of Q1 2026.
Yukon Wealth Management sold 2,638 iShares Select Dividend ETF shares in Q1 2026, an estimated $398K.
iShares Select Dividend ETF made up 11.6% of Yukon Wealth Management's portfolio in Q1 2026, its #2 holding.
Yukon Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2025 and has held it in 5 quarters since.
Yukon Wealth Management's iShares Select Dividend ETF position peaked at $25.2M in Q3 2025.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Yukon Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.