Paces Ferry Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Paces Ferry Wealth Advisors’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	$231K	Hold	1,477	–	–	0.09%	126
2026 Q1	$224K	Hold	1,477	–	–	0.09%	119
2025 Q4	$208K	Buy	+1,477	New	+$209K	0.08%	123
2025 Q1	–	Sell	-1,571	Closed	-$206K	–	127
2024 Q4	$206K	Hold	1,571	–	–	0.1%	123
2024 Q3	$212K	Buy	+1,571	New	+$203K	0.12%	113
2020 Q4	–	Sell	-169	Closed	-$14K	–	402
2020 Q3	$14K	Buy	+169	New	+$14.1K	0.01%	392

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

Paces Ferry Wealth Advisors's DVY Position: Q2 2026 in Review

Paces Ferry Wealth Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,477 shares worth $231K. The position accounts for 0.09% of the portfolio, ranked #126.

Paces Ferry Wealth Advisors first reported a position in DVY in Q3 2020 and has held it in 6 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Paces Ferry Wealth Advisors held 1,477 shares of iShares Select Dividend ETF worth $231K as of Q2 2026.
Paces Ferry Wealth Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.09% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #126 holding.
Paces Ferry Wealth Advisors first reported a position in iShares Select Dividend ETF in Q3 2020 and has held it in 6 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.