McKinley Carter Wealth Services’s iShares Select Dividend ETF DVY Stock Holding History

McKinley Carter Wealth Services’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	$278K	Hold	1,835	–	–	0.02%	265
2025 Q4	$259K	Hold	1,835	–	–	0.01%	290
2025 Q3	$261K	Hold	1,835	–	–	0.01%	287
2025 Q2	$244K	Hold	1,835	–	–	0.01%	282
2025 Q1	$246K	Sell	1,835 -64	-3%	-$8.58K	0.02%	273
2024 Q4	$249K	Buy	1,899 +64	+3%	+$8.72K	0.02%	264
2024 Q3	$248K	Buy	+1,835	New	+$237K	0.02%	277

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

McKinley Carter Wealth Services's DVY Position: Q1 2026 in Review

McKinley Carter Wealth Services held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 1,835 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #265.

McKinley Carter Wealth Services first reported a position in DVY in Q3 2024 and has held it in 7 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

McKinley Carter Wealth Services held 1,835 shares of iShares Select Dividend ETF worth $278K as of Q1 2026.
McKinley Carter Wealth Services left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.02% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #265 holding.
McKinley Carter Wealth Services first reported a position in iShares Select Dividend ETF in Q3 2024 and has held it in 7 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.