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

Chancellor Financial Group WB’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	$205K	Buy	+1,309	New	+$202K	0.13%	144
2026 Q1	–	Sell	-3,383	Closed	-$478K	–	144
2025 Q4	$478K	Hold	3,383	–	–	0.32%	59
2025 Q3	$481K	Hold	3,383	–	–	0.34%	57
2025 Q2	$449K	Buy	3,383 +1	+0%	+$129	0.35%	59
2025 Q1	$454K	Hold	3,382	–	–	0.38%	55
2024 Q4	$444K	Buy	+3,382	New	+$461K	0.36%	58

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Chancellor Financial Group WB's DVY Position: Q2 2026 in Review

Chancellor Financial Group WB opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 1,309 shares worth $205K. The stake represents 0.13% of the portfolio and ranks #144 among its holdings. This is a return to the name: Chancellor Financial Group WB previously reported a position in DVY as recently as Q4 2025.

Chancellor Financial Group WB first reported a position in DVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $481K in Q3 2025. 1,420 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Chancellor Financial Group WB held 1,309 shares of iShares Select Dividend ETF worth $205K as of Q2 2026.
iShares Select Dividend ETF was a new Chancellor Financial Group WB position in Q2 2026.
iShares Select Dividend ETF made up 0.13% of Chancellor Financial Group WB's portfolio in Q2 2026, its #144 holding.
Chancellor Financial Group WB first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 6 quarters since.
Chancellor Financial Group WB's iShares Select Dividend ETF position peaked at $481K in Q3 2025.
1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.