Paladin Advisory Group’s iShares Select Dividend ETF DVY Stock Holding History

Paladin Advisory 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
2023 Q1	–	Sell	-339	Closed	-$40.9K	–	326
2022 Q4	$40.9K	Sell	339 -414	-55%	-$49K	0.04%	165
2022 Q3	$80K	Hold	753	–	–	0.07%	133
2022 Q2	$88K	Buy	+753	New	+$94.3K	0.08%	132
2022 Q1	–	Sell	-753	Closed	-$92K	–	339
2021 Q4	$92K	Buy	+753	New	+$89.8K	0.07%	140

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

Paladin Advisory Group's DVY Position: Q1 2026 in Review

Paladin Advisory Group held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 108 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #192.

Paladin Advisory Group first reported a position in DVY in Q1 2022 and has held it in 14 quarters since. The position peaked at $96K in Q1 2022. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Paladin Advisory Group held 108 shares of iShares Select Dividend ETF worth $16.4K as of Q1 2026.
Paladin Advisory Group left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.01% of Paladin Advisory Group's portfolio in Q1 2026, its #192 holding.
Paladin Advisory Group first reported a position in iShares Select Dividend ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's iShares Select Dividend ETF position peaked at $96K in Q1 2022.
1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.