Phillip James Consulting’s iShares Select Dividend ETF DVY Stock Holding History

Phillip James Consulting’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 Q3	$1.84M	Buy	+12,082	New	+$1.95M	1.24%	23

Other funds holding DVY

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Phillip James Consulting's DVY Position: Q3 2026 in Review

Phillip James Consulting opened a new position in iShares Select Dividend ETF (DVY) in Q3 2026: 12,082 shares worth $1.84M. The stake represents 1.24% of the portfolio and ranks #23 among its holdings.

1,279 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Phillip James Consulting held 12,082 shares of iShares Select Dividend ETF worth $1.84M as of Q3 2026.
iShares Select Dividend ETF was a new Phillip James Consulting position in Q3 2026.
iShares Select Dividend ETF made up 1.24% of Phillip James Consulting's portfolio in Q3 2026, its #23 holding.
1,279 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.