bLong Financial’s iShares Select Dividend ETF DVY Stock Holding History

bLong Financial’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 Q3	$1.18M	Buy	+7,783	New	+$1.25M	0.7%	23

Other funds holding DVY

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

bLong Financial's DVY Position: Q3 2026 in Review

bLong Financial opened a new position in iShares Select Dividend ETF (DVY) in Q3 2026: 7,783 shares worth $1.18M. The stake represents 0.7% of the portfolio and ranks #23 among its holdings.

867 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

bLong Financial held 7,783 shares of iShares Select Dividend ETF worth $1.18M as of Q3 2026.
iShares Select Dividend ETF was a new bLong Financial position in Q3 2026.
iShares Select Dividend ETF made up 0.7% of bLong Financial's portfolio in Q3 2026, its #23 holding.
867 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on bLong Financial's 13F filing for Q3 2026, filed 29 Oct 2026.