Berger Financial Group’s iShares Select Dividend ETF DVY Stock Holding History

Berger Financial Group’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	$238K	Buy	1,569 +136	+9%	+$20.5K	0.01%	415
2025 Q4	$202K	Sell	1,433 -36	-2%	-$5.08K	0.01%	451
2025 Q3	$209K	Buy	+1,469	New	+$203K	0.01%	424
2024 Q4	–	Sell	-1,493	Closed	-$202K	–	417
2024 Q3	$202K	Buy	+1,493	New	+$193K	0.01%	383
2021 Q2	–	Sell	-1,829	Closed	-$209K	–	205
2021 Q1	$209K	Sell	1,829 -484	-21%	-$51.1K	0.05%	186
2020 Q4	$222K	Buy	+2,313	New	+$210K	0.04%	192

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

Berger Financial Group's DVY Position: Q1 2026 in Review

Berger Financial Group increased its iShares Select Dividend ETF (DVY) stake by 9.5% in Q1 2026, buying an estimated $20.5K and bringing the position to 1,569 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #415.

Berger Financial Group first reported a position in DVY in Q4 2020 and has held it in 6 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Berger Financial Group held 1,569 shares of iShares Select Dividend ETF worth $238K as of Q1 2026.
Berger Financial Group bought 136 iShares Select Dividend ETF shares in Q1 2026, an estimated $20.5K.
iShares Select Dividend ETF made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #415 holding.
Berger Financial Group first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 6 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.