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Greenberg Financial Group’s iShares Select Dividend ETF DVY Stock Holding History

Greenberg Financial Group’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
2025
Q4 		$9.05M Buy
+64,112
New +$9.06M 3.73% 9
2025
Q2 		$10.1M Sell
64,327
-455
-0.7% -$58.9K 3.72% 8
2025
Q1 		$9.81M Buy
+64,782
New +$8.69M 4.05% 7

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Greenberg Financial Group's DVY Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in iShares Select Dividend ETF (DVY) in Q4 2025: 64,112 shares worth $9.05M. The stake represents 3.73% of the portfolio and ranks #9 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in DVY as recently as Q2 2025.

Greenberg Financial Group first reported a position in DVY in Q1 2025 and has held it in 3 quarters since. The position peaked at $10.1M in Q2 2025. 1,389 funds tracked by Wall St. Rank hold DVY as of Q4 2025.

  • Greenberg Financial Group held 64,112 shares of iShares Select Dividend ETF worth $9.05M as of Q4 2025.
  • iShares Select Dividend ETF was a new Greenberg Financial Group position in Q4 2025.
  • iShares Select Dividend ETF made up 3.73% of Greenberg Financial Group's portfolio in Q4 2025, its #9 holding.
  • Greenberg Financial Group first reported a position in iShares Select Dividend ETF in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's iShares Select Dividend ETF position peaked at $10.1M in Q2 2025.
  • 1,389 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.