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Coordinated Financial Services’s iShares Select Dividend ETF DVY Stock Holding History

Coordinated Financial Services’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 		$1.47M Buy
9,694
+1,525
+19% +$230K 0.84% 26
2025
Q4 		$1.15M Buy
8,169
+3,429
+72% +$484K 0.66% 43
2025
Q3 		$674K Buy
+4,740
New +$656K 0.43% 73

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Coordinated Financial Services's DVY Position: Q1 2026 in Review

Coordinated Financial Services increased its iShares Select Dividend ETF (DVY) stake by 19% in Q1 2026, buying an estimated $230K and bringing the position to 9,694 shares worth $1.47M. The position accounts for 0.84% of the portfolio, ranked #26.

Coordinated Financial Services first reported a position in DVY in Q3 2025 and has held it in 3 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Coordinated Financial Services held 9,694 shares of iShares Select Dividend ETF worth $1.47M as of Q1 2026.
  • Coordinated Financial Services bought 1,525 iShares Select Dividend ETF shares in Q1 2026, an estimated $230K.
  • iShares Select Dividend ETF made up 0.84% of Coordinated Financial Services's portfolio in Q1 2026, its #26 holding.
  • Coordinated Financial Services first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.