BAG
DVY icon

Bridgewealth Advisory Group’s iShares Select Dividend ETF DVY Stock Holding History

Bridgewealth Advisory 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
Q2 		$227K Hold
1,450
– – 0.04% 126
2026
Q1 		$220K Hold
1,450
– – 0.05% 121
2025
Q4 		$205K Hold
1,450
– – 0.05% 119
2025
Q3 		$206K Buy
+1,450
New +$201K 0.05% 115

Other funds holding DVY

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

Bridgewealth Advisory Group's DVY Position: Q2 2026 in Review

Bridgewealth Advisory Group held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,450 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #126.

Bridgewealth Advisory Group first reported a position in DVY in Q3 2025 and has held it in 4 quarters since. 550 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Bridgewealth Advisory Group held 1,450 shares of iShares Select Dividend ETF worth $227K as of Q2 2026.
  • Bridgewealth Advisory Group left its iShares Select Dividend ETF share count unchanged in Q2 2026.
  • iShares Select Dividend ETF made up 0.04% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #126 holding.
  • Bridgewealth Advisory Group first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • 550 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.