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

Innovative Asset Advisors 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
2026
Q2 		$196K Hold
1,253
– – 0.09% 181
2026
Q1 		$190K Buy
+1,253
New +$189K 0.11% 143

Other funds holding DVY

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Innovative Asset Advisors Group's DVY Position: Q2 2026 in Review

Innovative Asset Advisors Group held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,253 shares worth $196K. The position accounts for 0.09% of the portfolio, ranked #181.

Innovative Asset Advisors Group first reported a position in DVY in Q1 2026 and has held it in 2 quarters since. 1,370 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Innovative Asset Advisors Group held 1,253 shares of iShares Select Dividend ETF worth $196K as of Q2 2026.
  • Innovative Asset Advisors Group left its iShares Select Dividend ETF share count unchanged in Q2 2026.
  • iShares Select Dividend ETF made up 0.09% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #181 holding.
  • Innovative Asset Advisors Group first reported a position in iShares Select Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,370 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.