Pacific Sun Financial’s iShares Select Dividend ETF DVY Stock Holding History

Pacific Sun 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	$377K	Buy	2,492 +100	+4%	+$15.1K	0.18%	150
2025 Q4	$338K	Hold	2,392	–	–	0.16%	153
2025 Q3	$340K	Hold	2,392	–	–	0.16%	150
2025 Q2	$318K	Hold	2,392	–	–	0.17%	153
2025 Q1	$321K	Hold	2,392	–	–	0.18%	144
2024 Q4	$314K	Hold	2,392	–	–	0.17%	144
2024 Q3	$323K	Sell	2,392 -110	-4%	-$14.2K	0.18%	141
2024 Q2	$303K	Sell	2,502 -10	-0.4%	-$1.21K	0.18%	140
2024 Q1	$309K	Sell	2,512 -20	-0.8%	-$2.34K	0.18%	141
2023 Q4	$297K	Hold	2,532	–	–	0.19%	136
2023 Q3	$273K	Sell	2,532 -10	-0.4%	-$1.14K	0.19%	136
2023 Q2	$298K	Buy	+2,542	New	+$290K	0.2%	133
2022 Q4	$304K	Buy	2,522 +20	+0.8%	+$2.37K	0.21%	129
2022 Q3	$268K	Buy	2,502 +30	+1%	+$3.6K	0.19%	142
2022 Q2	$291K	Hold	2,472	–	–	0.19%	136
2022 Q1	$317K	Sell	2,472 -40	-2%	-$5K	0.17%	144
2021 Q4	$308K	Hold	2,512	–	–	0.16%	147
2021 Q3	$288K	Buy	+2,512	New	+$294K	0.17%	141
2020 Q3	$219K	Sell	2,690 -300	-10%	-$25K	0.18%	142
2020 Q2	$241K	Sell	2,990 -40	-1%	-$3.2K	0.22%	122
2020 Q1	$223K	Buy	3,030 +1,020	+51%	+$97.5K	0.26%	114
2019 Q4	$212K	Hold	2,010	–	–	0.19%	135
2019 Q3	$205K	Buy	+2,010	New	+$200K	0.19%	131

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

Pacific Sun Financial's DVY Position: Q1 2026 in Review

Pacific Sun Financial increased its iShares Select Dividend ETF (DVY) stake by 4.2% in Q1 2026, buying an estimated $15.1K and bringing the position to 2,492 shares worth $377K. The position accounts for 0.18% of the portfolio, ranked #150.

Pacific Sun Financial first reported a position in DVY in Q3 2019 and has held it in 23 quarters since. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Pacific Sun Financial held 2,492 shares of iShares Select Dividend ETF worth $377K as of Q1 2026.
Pacific Sun Financial bought 100 iShares Select Dividend ETF shares in Q1 2026, an estimated $15.1K.
iShares Select Dividend ETF made up 0.18% of Pacific Sun Financial's portfolio in Q1 2026, its #150 holding.
Pacific Sun Financial first reported a position in iShares Select Dividend ETF in Q3 2019 and has held it in 23 quarters since.
1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.