AFT Forsyth & Company’s iShares Select Dividend ETF DVY Stock Holding History

AFT Forsyth & Company’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	$220K	Buy	1,452 +4	+0.3%	+$604	0.1%	119
2025 Q4	$204K	Buy	1,448 +7	+0.5%	+$989	0.09%	127
2025 Q3	$205K	Buy	+1,441	New	+$200K	0.1%	116
2021 Q4	–	Sell	-1,800	Closed	-$206K	–	159
2021 Q3	$206K	Hold	1,800	–	–	0.11%	152
2021 Q2	$210K	Sell	1,800 -90	-5%	-$10.7K	0.11%	153
2021 Q1	$216K	Buy	+1,890	New	+$200K	0.13%	144
2020 Q4	–	Sell	-2,505	Closed	-$204K	–	147
2020 Q3	$204K	Hold	2,505	–	–	0.15%	127
2020 Q2	$202K	Buy	+2,505	New	+$200K	0.17%	121
2020 Q1	–	Sell	-2,505	Closed	-$265K	–	129
2019 Q4	$265K	Buy	2,505 +150	+6%	+$15.4K	0.2%	121
2019 Q3	$240K	Hold	2,355	–	–	0.2%	123
2019 Q2	$234K	Hold	2,355	–	–	0.19%	126
2019 Q1	$231K	Hold	2,355	–	–	0.2%	126
2018 Q4	$210K	Hold	2,355	–	–	0.21%	127
2018 Q3	$235K	Hold	2,355	–	–	0.19%	128
2018 Q2	$230K	Hold	2,355	–	–	0.2%	128
2018 Q1	$224K	Hold	2,355	–	–	0.21%	124
2017 Q4	$232K	Buy	+2,355	New	+$227K	0.23%	119
2013 Q3	$48K	Hold	730	–	–	0.06%	177
2013 Q2	$47K	Buy	+730	New	+$47.2K	0.07%	168

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

AFT Forsyth & Company's DVY Position: Q1 2026 in Review

AFT Forsyth & Company increased its iShares Select Dividend ETF (DVY) stake by 0.28% in Q1 2026, buying an estimated $604 and bringing the position to 1,452 shares worth $220K. The position accounts for 0.1% of the portfolio, ranked #119.

AFT Forsyth & Company first reported a position in DVY in Q2 2013 and has held it in 19 quarters since. The position peaked at $265K in Q4 2019. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

AFT Forsyth & Company held 1,452 shares of iShares Select Dividend ETF worth $220K as of Q1 2026.
AFT Forsyth & Company bought 4 iShares Select Dividend ETF shares in Q1 2026, an estimated $604.
iShares Select Dividend ETF made up 0.1% of AFT Forsyth & Company's portfolio in Q1 2026, its #119 holding.
AFT Forsyth & Company first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 19 quarters since.
AFT Forsyth & Company's iShares Select Dividend ETF position peaked at $265K in Q4 2019.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.