Fiducient Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Fiducient Advisors’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	$609K	Sell	3,896 -4,631	-54%	-$713K	0.09%	94
2026 Q1	$1.29M	Buy	8,527 +7	+0.1%	+$1.06K	0.17%	69
2025 Q4	$1.2M	Sell	8,520 -989	-10%	-$140K	0.15%	80
2025 Q3	$1.35M	Sell	9,509 -2,224	-19%	-$308K	0.16%	73
2025 Q2	$1.56M	Buy	11,733 +16	+0.1%	+$2.07K	0.19%	61
2025 Q1	$1.57M	Sell	11,717 -91	-0.8%	-$12.2K	0.2%	56
2024 Q4	$1.55M	Buy	11,808 +9	+0.1%	+$1.23K	0.19%	46
2024 Q3	$1.59M	Sell	11,799 -6,105	-34%	-$789K	0.18%	48
2024 Q2	$2.17M	Sell	17,904 -481	-3%	-$58.4K	0.3%	37
2024 Q1	$2.26M	Hold	18,385	–	–	0.45%	29
2023 Q4	$2.16M	Buy	18,385 +10,024	+120%	+$1.1M	0.4%	27
2023 Q3	$900K	Buy	+8,361	New	+$951K	0.05%	48

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

Fiducient Advisors's DVY Position: Q2 2026 in Review

Fiducient Advisors reduced its iShares Select Dividend ETF (DVY) stake by 54% in Q2 2026, selling an estimated $713K and leaving 3,896 shares worth $609K. The position accounts for 0.09% of the portfolio, ranked #94.

Fiducient Advisors first reported a position in DVY in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.26M in Q1 2024. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Fiducient Advisors held 3,896 shares of iShares Select Dividend ETF worth $609K as of Q2 2026.
Fiducient Advisors sold 4,631 iShares Select Dividend ETF shares in Q2 2026, an estimated $713K.
iShares Select Dividend ETF made up 0.09% of Fiducient Advisors's portfolio in Q2 2026, its #94 holding.
Fiducient Advisors first reported a position in iShares Select Dividend ETF in Q3 2023 and has held it in 12 quarters since.
Fiducient Advisors's iShares Select Dividend ETF position peaked at $2.26M in Q1 2024.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.