Financial Services Advisory’s iShares Select Dividend ETF DVY Stock Holding History

Financial Services Advisory’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 Q3	$847K	Buy	+5,567	New	+$897K	0.23%	45

Other funds holding DVY

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Financial Services Advisory's DVY Position: Q3 2026 in Review

Financial Services Advisory opened a new position in iShares Select Dividend ETF (DVY) in Q3 2026: 5,567 shares worth $847K. The stake represents 0.23% of the portfolio and ranks #45 among its holdings.

1,100 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Financial Services Advisory held 5,567 shares of iShares Select Dividend ETF worth $847K as of Q3 2026.
iShares Select Dividend ETF was a new Financial Services Advisory position in Q3 2026.
iShares Select Dividend ETF made up 0.23% of Financial Services Advisory's portfolio in Q3 2026, its #45 holding.
1,100 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Financial Services Advisory's 13F filing for Q3 2026, filed 26 Oct 2026.