Fortis Group Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Fortis Group 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	$926K	Sell	5,924 -198	-3%	-$30.5K	0.15%	145
2026 Q1	$952K	Sell	6,122 -272	-4%	-$41.1K	0.16%	142
2025 Q4	$962K	Buy	6,394 +222	+4%	+$31.4K	0.16%	147
2025 Q3	$859K	Sell	6,172 -3,378	-35%	-$468K	0.15%	126
2025 Q2	$1.29M	Sell	9,550 -10,762	-53%	-$1.39M	0.23%	101
2025 Q1	$2.73M	Buy	20,312 +9,106	+81%	+$1.22M	0.53%	58
2024 Q4	$1.47M	Buy	11,206 +481	+4%	+$65.5K	0.27%	83
2024 Q3	$1.45M	Buy	10,725 +5,215	+95%	+$674K	0.27%	76
2024 Q2	$667K	Buy	5,510 +67	+1%	+$8.13K	0.13%	101
2024 Q1	$671K	Sell	5,443 -366	-6%	-$42.9K	0.12%	112
2023 Q4	$681K	Hold	5,809	–	–	0.17%	62
2023 Q3	$681K	Buy	5,809 +380	+7%	+$43.2K	0.21%	57
2023 Q2	$615K	Sell	5,429 -161	-3%	-$18.3K	0.16%	76
2023 Q1	$657K	Buy	+5,590	New	+$676K	0.2%	59

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

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

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

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

Fortis Group Advisors's DVY Position: Q2 2026 in Review

Fortis Group Advisors reduced its iShares Select Dividend ETF (DVY) stake by 3.2% in Q2 2026, selling an estimated $30.5K and leaving 5,924 shares worth $926K. The position accounts for 0.15% of the portfolio, ranked #145.

Fortis Group Advisors first reported a position in DVY in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.73M in Q1 2025. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Fortis Group Advisors held 5,924 shares of iShares Select Dividend ETF worth $926K as of Q2 2026.
Fortis Group Advisors sold 198 iShares Select Dividend ETF shares in Q2 2026, an estimated $30.5K.
iShares Select Dividend ETF made up 0.15% of Fortis Group Advisors's portfolio in Q2 2026, its #145 holding.
Fortis Group Advisors first reported a position in iShares Select Dividend ETF in Q1 2023 and has held it in 14 quarters since.
Fortis Group Advisors's iShares Select Dividend ETF position peaked at $2.73M in Q1 2025.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.