Fiduciary Group’s iShares Select Dividend ETF DVY Stock Holding History

Fiduciary Group’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	$636K	Sell	4,199 -65	-2%	-$9.82K	0.05%	188
2025 Q4	$602K	Hold	4,264	–	–	0.05%	187
2025 Q3	$606K	Hold	4,264	–	–	0.05%	185
2025 Q2	$566K	Hold	4,264	–	–	0.05%	187
2025 Q1	$573K	Hold	4,264	–	–	0.06%	182
2024 Q4	$560K	Hold	4,264	–	–	0.06%	184
2024 Q3	$576K	Hold	4,264	–	–	0.06%	181
2024 Q2	$516K	Hold	4,264	–	–	0.06%	186
2024 Q1	$525K	Buy	4,264 +829	+24%	+$97.1K	0.06%	184
2023 Q4	$403K	Hold	3,435	–	–	0.05%	192
2023 Q3	$370K	Hold	3,435	–	–	0.05%	185
2023 Q2	$389K	Hold	3,435	–	–	0.05%	183
2023 Q1	$402K	Buy	+3,435	New	+$415K	0.05%	179

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

Fiduciary Group's DVY Position: Q1 2026 in Review

Fiduciary Group reduced its iShares Select Dividend ETF (DVY) stake by 1.5% in Q1 2026, selling an estimated $9.82K and leaving 4,199 shares worth $636K. The position accounts for 0.05% of the portfolio, ranked #188.

Fiduciary Group first reported a position in DVY in Q1 2023 and has held it in 13 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Fiduciary Group held 4,199 shares of iShares Select Dividend ETF worth $636K as of Q1 2026.
Fiduciary Group sold 65 iShares Select Dividend ETF shares in Q1 2026, an estimated $9.82K.
iShares Select Dividend ETF made up 0.05% of Fiduciary Group's portfolio in Q1 2026, its #188 holding.
Fiduciary Group first reported a position in iShares Select Dividend ETF in Q1 2023 and has held it in 13 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.