Pettinga Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Pettinga Financial 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 Q1	–	Sell	-2,075	Closed	-$293K	–	151
2025 Q4	$293K	Sell	2,075 -250	-11%	-$35.3K	0.06%	115
2025 Q3	$330K	Buy	2,325 +750	+48%	+$104K	0.06%	107
2025 Q2	$209K	Sell	1,575 -325	-17%	-$42.1K	0.05%	126
2025 Q1	$255K	Sell	1,900 -25	-1%	-$3.35K	0.06%	111
2024 Q4	$253K	Buy	+1,925	New	+$262K	0.06%	113
2024 Q2	–	Sell	-1,625	Closed	-$200K	–	121
2024 Q1	$200K	Sell	1,625 -100	-6%	-$11.7K	0.05%	117
2023 Q4	$202K	Buy	+1,725	New	+$190K	0.05%	114
2021 Q3	–	Sell	-3,050	Closed	-$356K	–	113
2021 Q2	$356K	Buy	3,050 +1,275	+72%	+$152K	0.1%	78
2021 Q1	$203K	Buy	+1,775	New	+$188K	0.06%	95

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Pettinga Financial Advisors's DVY Position: Q1 2026 in Review

Pettinga Financial Advisors sold out of iShares Select Dividend ETF (DVY) in Q1 2026, closing a stake of 2,075 shares — an estimated $293K sold.

Pettinga Financial Advisors first reported a position in DVY in Q1 2021 and held it in 9 quarters. The position peaked at $356K in Q2 2021. 1,427 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Pettinga Financial Advisors reported no remaining iShares Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
Pettinga Financial Advisors sold 2,075 iShares Select Dividend ETF shares in Q1 2026, an estimated $293K.
Pettinga Financial Advisors first reported a position in iShares Select Dividend ETF in Q1 2021 and held it in 9 quarters.
Pettinga Financial Advisors's iShares Select Dividend ETF position peaked at $356K in Q2 2021.
1,427 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Pettinga Financial Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.