Catalyst Financial Partners’s iShares Select Dividend ETF DVY Stock Holding History

Catalyst Financial Partners’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	$695K	Buy	4,567 +178	+4%	+$28.7K	0.07%	171
2026 Q2	$686K	Hold	4,389	–	–	0.07%	165
2026 Q1	$665K	Hold	4,389	–	–	0.08%	163
2025 Q4	$619K	Hold	4,389	–	–	0.07%	149
2025 Q3	$624K	Sell	4,389 -80	-2%	-$11.1K	0.08%	139
2025 Q2	$594K	Hold	4,469	–	–	0.06%	144
2025 Q1	$600K	Hold	4,469	–	–	0.11%	128
2024 Q4	$587K	Sell	4,469 -1,045	-19%	-$142K	0.11%	122
2024 Q3	$745K	Sell	5,514 -240	-4%	-$31K	0.15%	90
2024 Q2	$696K	Sell	5,754 -1,891	-25%	-$230K	0.15%	89
2024 Q1	$889K	Hold	7,645	–	–	0.23%	59
2023 Q4	$896K	Sell	7,645 -5,760	-43%	-$634K	0.25%	52
2023 Q3	$1.44M	Buy	13,405 +6,000	+81%	+$682K	0.47%	35
2023 Q2	$839K	Hold	7,405	–	–	0.3%	50
2023 Q1	$868K	Buy	7,405 +3,345	+82%	+$405K	0.37%	40
2022 Q4	$490K	Buy	+4,060	New	+$480K	0.25%	61

Other funds holding DVY

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Catalyst Financial Partners's DVY Position: Q3 2026 in Review

Catalyst Financial Partners increased its iShares Select Dividend ETF (DVY) stake by 4.1% in Q3 2026, buying an estimated $28.7K and bringing the position to 4,567 shares worth $695K. The position accounts for 0.07% of the portfolio, ranked #171.

Catalyst Financial Partners first reported a position in DVY in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.44M in Q3 2023. 915 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Catalyst Financial Partners held 4,567 shares of iShares Select Dividend ETF worth $695K as of Q3 2026.
Catalyst Financial Partners bought 178 iShares Select Dividend ETF shares in Q3 2026, an estimated $28.7K.
iShares Select Dividend ETF made up 0.07% of Catalyst Financial Partners's portfolio in Q3 2026, its #171 holding.
Catalyst Financial Partners first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 16 quarters since.
Catalyst Financial Partners's iShares Select Dividend ETF position peaked at $1.44M in Q3 2023.
915 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Catalyst Financial Partners's 13F filing for Q3 2026, filed 6 Nov 2026.