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

Financial Connections 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	$75K	Hold	497	–	–	0.03%	95
2025 Q4	$70K	Hold	497	–	–	0.02%	99
2025 Q3	$70K	Hold	497	–	–	0.03%	97
2025 Q2	$66K	Hold	497	–	–	0.03%	93
2025 Q1	$66K	Hold	497	–	–	0.03%	88
2024 Q4	$65K	Hold	497	–	–	0.03%	83
2024 Q3	$67K	Hold	497	–	–	0.03%	80
2024 Q2	$60K	Buy	+497	New	+$60.3K	0.03%	92
2024 Q1	–	Sell	-497	Closed	-$58K	–	186
2023 Q4	$58K	Buy	+497	New	+$54.7K	0.04%	95
2023 Q3	–	Sell	-497	Closed	-$56K	–	148
2023 Q2	$56K	Hold	497	–	–	0.04%	100
2023 Q1	$58K	Hold	497	–	–	0.04%	82
2022 Q4	$59K	Hold	497	–	–	0.05%	79
2022 Q3	$53K	Sell	497 -335	-40%	-$40.1K	0.04%	71
2022 Q2	$97K	Buy	832 +335	+67%	+$41.9K	0.09%	73
2022 Q1	$63K	Hold	497	–	–	0.06%	90
2021 Q4	$60K	Buy	+497	New	+$59.2K	0.06%	94

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

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

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

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

Financial Connections Group's DVY Position: Q1 2026 in Review

Financial Connections Group held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 497 shares worth $75K. The position accounts for 0.03% of the portfolio, ranked #95.

Financial Connections Group first reported a position in DVY in Q4 2021 and has held it in 16 quarters since. The position peaked at $97K in Q2 2022. 1,422 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Financial Connections Group held 497 shares of iShares Select Dividend ETF worth $75K as of Q1 2026.
Financial Connections Group left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.03% of Financial Connections Group's portfolio in Q1 2026, its #95 holding.
Financial Connections Group first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 16 quarters since.
Financial Connections Group's iShares Select Dividend ETF position peaked at $97K in Q2 2022.
1,422 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.