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

BCS Private 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 Q3	$211K	Sell	1,386 -305	-18%	-$49.1K	0.06%	183
2026 Q2	$264K	Hold	1,691	–	–	0.08%	164
2026 Q1	$256K	Hold	1,691	–	–	0.08%	163
2025 Q4	$239K	Hold	1,691	–	–	0.08%	164
2025 Q3	$240K	Buy	+1,691	New	+$234K	0.09%	150

Other funds holding DVY

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BCS Private Wealth Management's DVY Position: Q3 2026 in Review

BCS Private Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 18% in Q3 2026, selling an estimated $49.1K and leaving 1,386 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #183.

BCS Private Wealth Management first reported a position in DVY in Q3 2025 and has held it in 5 quarters since. The position peaked at $264K in Q2 2026. 966 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

BCS Private Wealth Management held 1,386 shares of iShares Select Dividend ETF worth $211K as of Q3 2026.
BCS Private Wealth Management sold 305 iShares Select Dividend ETF shares in Q3 2026, an estimated $49.1K.
iShares Select Dividend ETF made up 0.06% of BCS Private Wealth Management's portfolio in Q3 2026, its #183 holding.
BCS Private Wealth Management first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 5 quarters since.
BCS Private Wealth Management's iShares Select Dividend ETF position peaked at $264K in Q2 2026.
966 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on BCS Private Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.