McAdam LLC’s iShares Select Dividend ETF DVY Stock Holding History

McAdam LLC’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	$314K	Buy	+2,007	New	+$309K	0.01%	373
2018 Q4	–	Sell	-42	Closed	-$4K	–	192
2018 Q3	$4K	Hold	42	–	–	﹤0.01%	434
2018 Q2	$4K	Hold	42	–	–	﹤0.01%	417
2018 Q1	$4K	Buy	+42	New	+$4.1K	﹤0.01%	426

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

McAdam LLC's DVY Position: Q2 2026 in Review

McAdam LLC opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 2,007 shares worth $314K. The stake represents 0.01% of the portfolio and ranks #373 among its holdings. This is a return to the name: McAdam LLC previously reported a position in DVY as recently as Q3 2018.

McAdam LLC first reported a position in DVY in Q1 2018 and has held it in 4 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

McAdam LLC held 2,007 shares of iShares Select Dividend ETF worth $314K as of Q2 2026.
iShares Select Dividend ETF was a new McAdam LLC position in Q2 2026.
iShares Select Dividend ETF made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #373 holding.
McAdam LLC first reported a position in iShares Select Dividend ETF in Q1 2018 and has held it in 4 quarters since.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.