McDonald Partners
DVY icon

McDonald Partners’s iShares Select Dividend ETF DVY Stock Holding History

McDonald Partners’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 		$11.4K Hold
75
– – ﹤0.01% 461
2026
Q2 		$11.7K Buy
+75
New +$11.5K ﹤0.01% 464

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Truist Financial
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US Bancorp
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Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

McDonald Partners's DVY Position: Q3 2026 in Review

McDonald Partners held its iShares Select Dividend ETF (DVY) position steady in Q3 2026 at 75 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

McDonald Partners first reported a position in DVY in Q2 2026 and has held it in 2 quarters since. The position peaked at $11.7K in Q2 2026. 930 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • McDonald Partners held 75 shares of iShares Select Dividend ETF worth $11.4K as of Q3 2026.
  • McDonald Partners left its iShares Select Dividend ETF share count unchanged in Q3 2026.
  • iShares Select Dividend ETF made up ﹤0.01% of McDonald Partners's portfolio in Q3 2026, its #461 holding.
  • McDonald Partners first reported a position in iShares Select Dividend ETF in Q2 2026 and has held it in 2 quarters since.
  • McDonald Partners's iShares Select Dividend ETF position peaked at $11.7K in Q2 2026.
  • 930 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.