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 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 $1.37T 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

BCS Private Wealth Management's DVY Position: Q1 2026 in Review

BCS Private Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 1,691 shares worth $256K. The position accounts for 0.08% of the portfolio, ranked #163.

BCS Private Wealth Management first reported a position in DVY in Q3 2025 and has held it in 3 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

BCS Private Wealth Management held 1,691 shares of iShares Select Dividend ETF worth $256K as of Q1 2026.
BCS Private Wealth Management left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.08% of BCS Private Wealth Management's portfolio in Q1 2026, its #163 holding.
BCS Private Wealth Management first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 3 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.