Beckerman Institutional’s iShares Select Dividend ETF DVY Stock Holding History

Beckerman Institutional’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	$205K	Buy	+1,316	New	+$203K	0.1%	122

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

Beckerman Institutional's DVY Position: Q2 2026 in Review

Beckerman Institutional opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 1,316 shares worth $205K. The stake represents 0.1% of the portfolio and ranks #122 among its holdings.

1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Beckerman Institutional held 1,316 shares of iShares Select Dividend ETF worth $205K as of Q2 2026.
iShares Select Dividend ETF was a new Beckerman Institutional position in Q2 2026.
iShares Select Dividend ETF made up 0.1% of Beckerman Institutional's portfolio in Q2 2026, its #122 holding.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.