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

Montis 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 Q1	$1.64M	Buy	10,849 +5,858	+117%	+$885K	0.34%	46
2025 Q4	$704K	Buy	4,991 +93	+2%	+$13.1K	0.14%	77
2025 Q3	$696K	Buy	+4,898	New	+$678K	0.16%	85

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

Montis Financial's DVY Position: Q1 2026 in Review

Montis Financial increased its iShares Select Dividend ETF (DVY) stake by 117% in Q1 2026, buying an estimated $885K and bringing the position to 10,849 shares worth $1.64M. The position accounts for 0.34% of the portfolio, ranked #46.

Montis Financial first reported a position in DVY in Q3 2025 and has held it in 3 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Montis Financial held 10,849 shares of iShares Select Dividend ETF worth $1.64M as of Q1 2026.
Montis Financial bought 5,858 iShares Select Dividend ETF shares in Q1 2026, an estimated $885K.
iShares Select Dividend ETF made up 0.34% of Montis Financial's portfolio in Q1 2026, its #46 holding.
Montis Financial first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 3 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.