Foundations Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Foundations Investment 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	$607K	Sell	4,006 -169	-4%	-$25.5K	0.01%	657
2025 Q4	$589K	Buy	4,175 +2,699	+183%	+$381K	0.01%	654
2025 Q3	$210K	Sell	1,476 -2,173	-60%	-$301K	﹤0.01%	982
2025 Q2	$485K	Buy	3,649 +403	+12%	+$52.2K	0.01%	589
2025 Q1	$436K	Sell	3,246 -13,507	-81%	-$1.81M	0.01%	612
2024 Q4	$2.2M	Sell	16,753 -235	-1%	-$32K	0.04%	275
2024 Q3	$2.29M	Sell	16,988 -2,191	-11%	-$283K	0.05%	253
2024 Q2	$2.32M	Buy	19,179 +11,274	+143%	+$1.37M	0.06%	222
2024 Q1	$974K	Buy	7,905 +15	+0.2%	+$1.76K	0.03%	327
2023 Q4	$915K	Sell	7,890 -119	-1%	-$13.1K	0.02%	323
2023 Q3	$862K	Sell	8,009 -130	-2%	-$14.8K	0.03%	303
2023 Q2	$922K	Buy	8,139 +2,104	+35%	+$240K	0.03%	274
2023 Q1	$707K	Buy	6,035 +229	+4%	+$27.7K	0.03%	273
2022 Q4	$700K	Sell	5,806 -583	-9%	-$69K	0.03%	237
2022 Q3	$685K	Buy	6,389 +3,699	+138%	+$443K	0.03%	204
2022 Q2	$315K	Buy	2,690 +636	+31%	+$79.6K	0.01%	296
2022 Q1	$265K	Hold	2,054	–	–	0.01%	299
2021 Q4	$260K	Sell	2,054 -1,892	-48%	-$226K	0.01%	302
2021 Q3	$462K	Sell	3,946 -780,539	-99%	-$91.2M	0.02%	193
2021 Q2	$91.8M	Buy	784,485 +73,083	+10%	+$8.69M	4.4%	5
2021 Q1	$82.3M	Buy	+711,402	New	+$75.2M	4.75%	4
2020 Q1	–	Sell	-10,859	Closed	-$1.14M	–	121
2019 Q4	$1.14M	Buy	10,859 +870	+9%	+$89.6K	0.14%	62
2019 Q3	$991K	Buy	9,989 +4,768	+91%	+$475K	0.13%	66
2019 Q2	$525K	Sell	5,221 -829	-14%	-$81.8K	0.08%	82
2019 Q1	$594K	Buy	6,050 +3,541	+141%	+$339K	0.1%	58
2018 Q4	$240K	Sell	2,509 -549	-18%	-$52.6K	0.05%	87
2018 Q3	$305K	Buy	3,058 +878	+40%	+$88K	0.07%	80
2018 Q2	$213K	Buy	+2,180	New	+$212K	0.06%	84

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

Foundations Investment Advisors's DVY Position: Q1 2026 in Review

Foundations Investment Advisors reduced its iShares Select Dividend ETF (DVY) stake by 4% in Q1 2026, selling an estimated $25.5K and leaving 4,006 shares worth $607K. The position accounts for 0.01% of the portfolio, ranked #657.

Foundations Investment Advisors first reported a position in DVY in Q2 2018 and has held it in 28 quarters since. The position peaked at $91.8M in Q2 2021. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Foundations Investment Advisors held 4,006 shares of iShares Select Dividend ETF worth $607K as of Q1 2026.
Foundations Investment Advisors sold 169 iShares Select Dividend ETF shares in Q1 2026, an estimated $25.5K.
iShares Select Dividend ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #657 holding.
Foundations Investment Advisors first reported a position in iShares Select Dividend ETF in Q2 2018 and has held it in 28 quarters since.
Foundations Investment Advisors's iShares Select Dividend ETF position peaked at $91.8M in Q2 2021.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.