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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCS Private Wealth Management's DVY Position: Q2 2026 in Review

BCS Private Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,691 shares worth $264K. The position accounts for 0.08% of the portfolio, ranked #164.

BCS Private Wealth Management first reported a position in DVY in Q3 2025 and has held it in 4 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

BCS Private Wealth Management held 1,691 shares of iShares Select Dividend ETF worth $264K as of Q2 2026.
BCS Private Wealth Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.08% of BCS Private Wealth Management's portfolio in Q2 2026, its #164 holding.
BCS Private Wealth Management first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 4 quarters since.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.