Guerra Pan Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Guerra Pan 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	$1.07M	Sell	7,058 -125	-2%	-$18.9K	0.66%	36
2025 Q4	$1.01M	Sell	7,183 -96	-1%	-$13.6K	0.6%	38
2025 Q3	$1.03M	Hold	7,279	–	–	0.63%	37
2025 Q2	$967K	Buy	7,279 +1	+0%	+$129	0.64%	38
2025 Q1	$977K	Hold	7,278	–	–	0.77%	38
2024 Q4	$955K	Buy	7,278 +1,474	+25%	+$201K	0.69%	38
2024 Q3	$784K	Buy	5,804 +171	+3%	+$22.1K	0.63%	45
2024 Q2	$682K	Sell	5,633 -23	-0.4%	-$2.79K	0.57%	47
2024 Q1	$697K	Sell	5,656 -190	-3%	-$22.3K	0.64%	45
2023 Q4	$685K	Buy	5,846 +262	+5%	+$28.8K	0.65%	47
2023 Q3	$601K	Buy	5,584 +7	+0.1%	+$796	0.69%	45
2023 Q2	$632K	Sell	5,577 -127	-2%	-$14.5K	0.7%	47
2023 Q1	$668K	Sell	5,704 -191	-3%	-$23.1K	0.84%	41
2022 Q4	$711K	Hold	5,895	–	–	0.97%	36
2022 Q3	$639K	Buy	5,895 +489	+9%	+$58.6K	0.93%	39
2022 Q2	$661K	Buy	5,406 +1	+0%	+$125	0.82%	40
2022 Q1	$679K	Hold	5,405	–	–	0.82%	39
2021 Q4	$663K	Buy	+5,405	New	+$644K	0.66%	48

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

Guerra Pan Advisors's DVY Position: Q1 2026 in Review

Guerra Pan Advisors reduced its iShares Select Dividend ETF (DVY) stake by 1.7% in Q1 2026, selling an estimated $18.9K and leaving 7,058 shares worth $1.07M. The position accounts for 0.66% of the portfolio, ranked #36.

Guerra Pan Advisors first reported a position in DVY in Q4 2021 and has held it in 18 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Guerra Pan Advisors held 7,058 shares of iShares Select Dividend ETF worth $1.07M as of Q1 2026.
Guerra Pan Advisors sold 125 iShares Select Dividend ETF shares in Q1 2026, an estimated $18.9K.
iShares Select Dividend ETF made up 0.66% of Guerra Pan Advisors's portfolio in Q1 2026, its #36 holding.
Guerra Pan Advisors first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 18 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.