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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Chancellor Financial Group WB's DVY Position: Q1 2026 in Review

Chancellor Financial Group WB sold out of iShares Select Dividend ETF (DVY) in Q1 2026, closing a stake of 3,383 shares — an estimated $478K sold.

Chancellor Financial Group WB first reported a position in DVY in Q4 2024 and held it in 5 quarters. The position peaked at $481K in Q3 2025. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Chancellor Financial Group WB reported no remaining iShares Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
Chancellor Financial Group WB sold 3,383 iShares Select Dividend ETF shares in Q1 2026, an estimated $478K.
Chancellor Financial Group WB first reported a position in iShares Select Dividend ETF in Q4 2024 and held it in 5 quarters.
Chancellor Financial Group WB's iShares Select Dividend ETF position peaked at $481K in Q3 2025.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.