Financial Engines Advisors
DVY icon

Financial Engines Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Financial Engines 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 		$1.16M Sell
7,436
-39
-0.5% -$6K ﹤0.01% 303
2026
Q1 		$1.13M Sell
7,475
-43
-0.6% -$6.49K ﹤0.01% 288
2025
Q4 		$1.06M Sell
7,518
-22
-0.3% -$3.11K ﹤0.01% 309
2025
Q3 		$1.07M Buy
7,540
+49
+0.7% +$6.79K ﹤0.01% 295
2025
Q2 		$995K Buy
7,491
+1,647
+28% +$213K ﹤0.01% 297
2025
Q1 		$785K Buy
5,844
+414
+8% +$55.5K ﹤0.01% 282
2024
Q4 		$713K Buy
5,430
+1,431
+36% +$195K ﹤0.01% 296
2024
Q3 		$540K Buy
3,999
+1,947
+95% +$252K ﹤0.01% 274
2024
Q2 		$248K Sell
2,052
-221
-10% -$26.8K ﹤0.01% 328
2024
Q1 		$280K Sell
2,273
-1,298
-36% -$152K ﹤0.01% 303
2023
Q4 		$419K Buy
3,571
+206
+6% +$22.7K ﹤0.01% 242
2023
Q3 		$367K Sell
3,365
-34
-1% -$3.87K ﹤0.01% 224
2023
Q2 		$385K Buy
3,399
+186
+6% +$21.2K ﹤0.01% 227
2023
Q1 		$376K Buy
3,213
+164
+5% +$19.8K ﹤0.01% 228
2022
Q4 		$368K Buy
3,049
+109
+4% +$12.9K ﹤0.01% 229
2022
Q3 		$315K Sell
2,940
-576
-16% -$69K ﹤0.01% 236
2022
Q2 		$413K Sell
3,516
-80
-2% -$10K ﹤0.01% 220
2022
Q1 		$461K Buy
3,596
+693
+24% +$86.6K ﹤0.01% 208
2021
Q4 		$356K Buy
2,903
+71
+3% +$8.46K ﹤0.01% 190
2021
Q3 		$324K Buy
+2,832
New +$331K ﹤0.01% 207

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors's DVY Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares Select Dividend ETF (DVY) stake by 0.52% in Q2 2026, selling an estimated $6K and leaving 7,436 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Financial Engines Advisors first reported a position in DVY in Q3 2021 and has held it in 20 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Financial Engines Advisors held 7,436 shares of iShares Select Dividend ETF worth $1.16M as of Q2 2026.
  • Financial Engines Advisors sold 39 iShares Select Dividend ETF shares in Q2 2026, an estimated $6K.
  • iShares Select Dividend ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #303 holding.
  • Financial Engines Advisors first reported a position in iShares Select Dividend ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.