Integrity Financial’s iShares Select Dividend ETF DVY Stock Holding History

Integrity Financial’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 Q3	$15.4K	Buy	+101	New	+$16.3K	0.01%	237
2024 Q4	–	Sell	-1,050	Closed	-$142K	–	251
2024 Q3	$142K	Hold	1,050	–	–	0.08%	131
2024 Q2	$127K	Sell	1,050 -100	-9%	-$12.1K	0.08%	130
2024 Q1	$142K	Buy	1,150 +100	+10%	+$11.7K	0.1%	120
2023 Q4	$123K	Sell	1,050 -1,206	-53%	-$133K	0.09%	119
2023 Q3	$243K	Buy	2,256 +1,206	+115%	+$137K	0.18%	89
2023 Q2	$119K	Sell	1,050 -150	-13%	-$17.1K	0.09%	113
2023 Q1	$141K	Buy	1,200 +150	+14%	+$18.1K	0.11%	114
2022 Q4	$127K	Hold	1,050	–	–	0.12%	106
2022 Q3	$113K	Hold	1,050	–	–	0.12%	98
2022 Q2	$124K	Hold	1,050	–	–	0.12%	97
2022 Q1	$135K	Hold	1,050	–	–	0.11%	99
2021 Q4	$129K	Buy	+1,050	New	+$125K	0.1%	109

Other funds holding DVY

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Integrity Financial's DVY Position: Q3 2026 in Review

Integrity Financial opened a new position in iShares Select Dividend ETF (DVY) in Q3 2026: 101 shares worth $15.4K. The stake represents 0.01% of the portfolio and ranks #237 among its holdings. This is a return to the name: Integrity Financial previously reported a position in DVY as recently as Q3 2024.

Integrity Financial first reported a position in DVY in Q4 2021 and has held it in 13 quarters since. The position peaked at $243K in Q3 2023. 1,279 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Integrity Financial held 101 shares of iShares Select Dividend ETF worth $15.4K as of Q3 2026.
iShares Select Dividend ETF was a new Integrity Financial position in Q3 2026.
iShares Select Dividend ETF made up 0.01% of Integrity Financial's portfolio in Q3 2026, its #237 holding.
Integrity Financial first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 13 quarters since.
Integrity Financial's iShares Select Dividend ETF position peaked at $243K in Q3 2023.
1,279 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Integrity Financial's 13F filing for Q3 2026, filed 13 Nov 2026.