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Burney Company’s iShares Select Dividend ETF DVY Stock Holding History

Burney Company’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 		– Sell
-1,662
Closed -$235K – 599
2025
Q4 		$235K Buy
+1,662
New +$235K 0.01% 566

Other funds holding DVY

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Burney Company's DVY Position: Q1 2026 in Review

Burney Company sold out of iShares Select Dividend ETF (DVY) in Q1 2026, closing a stake of 1,662 shares — an estimated $235K sold.

Burney Company first reported a position in DVY in Q4 2025 and held it in 1 quarter. The position peaked at $235K in Q4 2025. 1,427 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Burney Company reported no remaining iShares Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Burney Company sold 1,662 iShares Select Dividend ETF shares in Q1 2026, an estimated $235K.
  • Burney Company first reported a position in iShares Select Dividend ETF in Q4 2025 and held it in 1 quarter.
  • Burney Company's iShares Select Dividend ETF position peaked at $235K in Q4 2025.
  • 1,427 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Burney Company's 13F filing for Q1 2026, filed 29 Apr 2026.