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

Financial Network Wealth 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 Q1	$92.5K	Hold	611	–	–	0.09%	172
2025 Q4	$86.2K	Hold	611	–	–	0.09%	188
2025 Q3	$86.8K	Sell	611 -97	-14%	-$13.4K	0.1%	184
2025 Q2	$94K	Hold	708	–	–	0.11%	169
2025 Q1	$95.1K	Hold	708	–	–	0.12%	156
2024 Q4	$93K	Sell	708 -321	-31%	-$43.7K	0.17%	111
2024 Q3	$139K	Buy	1,029 +97	+10%	+$12.5K	0.11%	151
2024 Q2	$113K	Buy	+932	New	+$113K	0.08%	201

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

Financial Network Wealth Advisors's DVY Position: Q1 2026 in Review

Financial Network Wealth Advisors held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 611 shares worth $92.5K. The position accounts for 0.09% of the portfolio, ranked #172.

Financial Network Wealth Advisors first reported a position in DVY in Q2 2024 and has held it in 8 quarters since. The position peaked at $139K in Q3 2024. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Financial Network Wealth Advisors held 611 shares of iShares Select Dividend ETF worth $92.5K as of Q1 2026.
Financial Network Wealth Advisors left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.09% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #172 holding.
Financial Network Wealth Advisors first reported a position in iShares Select Dividend ETF in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's iShares Select Dividend ETF position peaked at $139K in Q3 2024.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.