Newbridge Financial Services Group’s iShares Select Dividend ETF DVY Stock Holding History

Newbridge Financial Services Group’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	$56.1K	Buy	359 +43	+14%	+$6.62K	0.01%	461
2026 Q1	$47.9K	Buy	316 +2	+0.6%	+$302	0.01%	428
2025 Q4	$44.3K	Buy	314 +66	+27%	+$9.32K	0.01%	456
2025 Q3	$35.3K	Sell	248 -59	-19%	-$8.17K	0.01%	591
2025 Q2	$40.8K	Buy	307 +2	+0.7%	+$259	0.01%	545
2025 Q1	$40.9K	Sell	305 -88	-22%	-$11.8K	0.01%	408
2024 Q4	$51.6K	Buy	+393	New	+$53.5K	0.01%	400
2024 Q3	–	Sell	-486	Closed	-$58.7K	–	763
2024 Q2	$58.7K	Buy	486 +3	+0.6%	+$364	0.02%	349
2024 Q1	$59.4K	Sell	483 -21	-4%	-$2.46K	0.03%	368
2023 Q4	$59.1K	Buy	504 +9	+2%	+$990	0.03%	359
2023 Q3	$53.3K	Hold	495	–	–	0.03%	400
2023 Q2	$56.1K	Sell	495 -308	-38%	-$35.1K	0.03%	426
2023 Q1	$94.1K	Buy	803 +5	+0.6%	+$605	0.05%	326
2022 Q4	$96.2K	Buy	798 +286	+56%	+$33.8K	0.06%	309
2022 Q3	$55K	Buy	512 +20	+4%	+$2.4K	0.03%	427
2022 Q2	$58K	Sell	492 -59	-11%	-$7.39K	0.04%	379
2022 Q1	$71K	Buy	551 +3	+0.5%	+$375	0.03%	381
2021 Q4	$67K	Sell	548 -54	-9%	-$6.44K	0.03%	385
2021 Q3	$69K	Buy	602 +133	+28%	+$15.5K	0.04%	335
2021 Q2	$55K	Buy	469 +442	+1,637%	+$52.6K	0.03%	412
2021 Q1	$3K	Hold	27	–	–	﹤0.01%	1111
2020 Q4	$3K	Sell	27 -106	-80%	-$9.62K	﹤0.01%	914
2020 Q3	$11K	Buy	+133	New	+$11.1K	0.01%	647

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

Newbridge Financial Services Group's DVY Position: Q2 2026 in Review

Newbridge Financial Services Group increased its iShares Select Dividend ETF (DVY) stake by 14% in Q2 2026, buying an estimated $6.62K and bringing the position to 359 shares worth $56.1K. The position accounts for 0.01% of the portfolio, ranked #461.

Newbridge Financial Services Group first reported a position in DVY in Q3 2020 and has held it in 23 quarters since. The position peaked at $96.2K in Q4 2022. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Newbridge Financial Services Group held 359 shares of iShares Select Dividend ETF worth $56.1K as of Q2 2026.
Newbridge Financial Services Group bought 43 iShares Select Dividend ETF shares in Q2 2026, an estimated $6.62K.
iShares Select Dividend ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #461 holding.
Newbridge Financial Services Group first reported a position in iShares Select Dividend ETF in Q3 2020 and has held it in 23 quarters since.
Newbridge Financial Services Group's iShares Select Dividend ETF position peaked at $96.2K in Q4 2022.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.