Beacon Investment Advisory Services’s iShares Select Dividend ETF DVY Stock Holding History

Beacon Investment Advisory Services’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	$117K	Hold	750	–	–	﹤0.01%	313
2026 Q1	$114K	Buy	+750	New	+$113K	﹤0.01%	314

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

Beacon Investment Advisory Services's DVY Position: Q2 2026 in Review

Beacon Investment Advisory Services held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 750 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Beacon Investment Advisory Services first reported a position in DVY in Q1 2026 and has held it in 2 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Beacon Investment Advisory Services held 750 shares of iShares Select Dividend ETF worth $117K as of Q2 2026.
Beacon Investment Advisory Services left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #313 holding.
Beacon Investment Advisory Services first reported a position in iShares Select Dividend ETF in Q1 2026 and has held it in 2 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.