Meriwether Wealth & Planning’s iShares Select Dividend ETF DVY Stock Holding History

Meriwether Wealth & Planning’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	$5.32K	Buy	+35	New	+$5.64K	﹤0.01%	505

Other funds holding DVY

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

Bank of New York Mellon New York $608B AUM 32.77% 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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Meriwether Wealth & Planning's DVY Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in iShares Select Dividend ETF (DVY) in Q3 2026: 35 shares worth $5.32K. The stake represents ﹤0.01% of the portfolio and ranks #505 among its holdings.

1,035 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Meriwether Wealth & Planning held 35 shares of iShares Select Dividend ETF worth $5.32K as of Q3 2026.
iShares Select Dividend ETF was a new Meriwether Wealth & Planning position in Q3 2026.
iShares Select Dividend ETF made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #505 holding.
1,035 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.