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Focus Partners Advisor Solutions’s iShares Select Dividend ETF DVY Stock Holding History

Focus Partners Advisor Solutions’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 		$2.99M Buy
19,151
+2,664
+16% +$410K 0.03% 291
2026
Q1 		$2.5M Sell
16,487
-2,417
-13% -$365K 0.03% 306
2025
Q4 		$2.67M Buy
18,904
+1,822
+11% +$257K 0.03% 252
2025
Q3 		$2.41M Sell
17,082
-5,174
-23% -$717K 0.03% 297
2025
Q2 		$2.96M Buy
22,256
+2,781
+14% +$360K 0.04% 212
2025
Q1 		$2.62M Buy
19,475
+3,431
+21% +$460K 0.04% 216
2024
Q4 		$2.11M Sell
16,044
-1,451
-8% -$198K 0.04% 216
2024
Q3 		$2.36M Buy
17,495
+1,212
+7% +$157K 0.05% 179
2024
Q2 		$1.97M Buy
16,283
+1,024
+7% +$124K 0.05% 171
2024
Q1 		$1.88M Buy
15,259
+8,266
+118% +$968K 0.05% 165
2023
Q4 		$820K Buy
6,993
+431
+7% +$47.4K 0.04% 184
2023
Q3 		$706K Buy
6,562
+216
+3% +$24.6K 0.03% 203
2023
Q2 		$719K Buy
6,346
+436
+7% +$49.7K 0.04% 169
2023
Q1 		$693K Buy
5,910
+2,191
+59% +$265K 0.04% 166
2022
Q4 		$449K Sell
3,719
-782
-17% -$92.5K 0.03% 206
2022
Q3 		$483K Buy
4,501
+2,385
+113% +$286K 0.03% 226
2022
Q2 		$249K Buy
+2,116
New +$265K 0.02% 287

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

Focus Partners Advisor Solutions's DVY Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares Select Dividend ETF (DVY) stake by 16% in Q2 2026, buying an estimated $410K and bringing the position to 19,151 shares worth $2.99M. The position accounts for 0.03% of the portfolio, ranked #291.

Focus Partners Advisor Solutions first reported a position in DVY in Q2 2022 and has held it in 17 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Focus Partners Advisor Solutions held 19,151 shares of iShares Select Dividend ETF worth $2.99M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 2,664 iShares Select Dividend ETF shares in Q2 2026, an estimated $410K.
  • iShares Select Dividend ETF made up 0.03% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #291 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares Select Dividend ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.