Forvis Mazars Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Forvis Mazars 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 Q2	$291K	Buy	+1,864	New	+$287K	﹤0.01%	376
2020 Q2	–	Sell	-2,887	Closed	-$212K	–	312
2020 Q1	$212K	Sell	2,887 -1,223	-30%	-$117K	0.02%	265
2019 Q4	$434K	Sell	4,110 -58	-1%	-$5.97K	0.03%	205
2019 Q3	$425K	Buy	4,168 +2,025	+94%	+$202K	0.03%	193
2019 Q2	$213K	Buy	+2,143	New	+$211K	0.02%	246
2014 Q3	–	Sell	-3,025	Closed	-$233K	–	141
2014 Q2	$233K	Sell	3,025 -300	-9%	-$22.4K	0.04%	128
2014 Q1	$244K	Hold	3,325	–	–	0.04%	141
2013 Q4	$237K	Hold	3,325	–	–	0.04%	141
2013 Q3	$221K	Buy	+3,325	New	+$221K	0.05%	137

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

Forvis Mazars Wealth Advisors's DVY Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 1,864 shares worth $291K. The stake represents ﹤0.01% of the portfolio and ranks #376 among its holdings. This is a return to the name: Forvis Mazars Wealth Advisors previously reported a position in DVY as recently as Q1 2020.

Forvis Mazars Wealth Advisors first reported a position in DVY in Q3 2013 and has held it in 9 quarters since. The position peaked at $434K in Q4 2019. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Forvis Mazars Wealth Advisors held 1,864 shares of iShares Select Dividend ETF worth $291K as of Q2 2026.
iShares Select Dividend ETF was a new Forvis Mazars Wealth Advisors position in Q2 2026.
iShares Select Dividend ETF made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #376 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares Select Dividend ETF in Q3 2013 and has held it in 9 quarters since.
Forvis Mazars Wealth Advisors's iShares Select Dividend ETF position peaked at $434K in Q4 2019.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.