Pittenger & Anderson Inc’s iShares Select Dividend ETF DVY Stock Holding History

Pittenger & Anderson Inc’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	$50.4K	Hold	333	–	–	﹤0.01%	316
2025 Q4	$47K	Hold	333	–	–	﹤0.01%	304
2025 Q3	$47.3K	Sell	333 -175	-34%	-$24.2K	﹤0.01%	300
2025 Q2	$67.5K	Sell	508 -175	-26%	-$22.7K	﹤0.01%	276
2025 Q1	$91.7K	Hold	683	–	–	﹤0.01%	253
2024 Q4	$89.7K	Hold	683	–	–	﹤0.01%	270
2024 Q3	$92.3K	Sell	683 -300	-31%	-$38.8K	﹤0.01%	275
2024 Q2	$119K	Hold	983	–	–	﹤0.01%	255
2024 Q1	$121K	Buy	983 +333	+51%	+$39K	﹤0.01%	254
2023 Q4	$76.2K	Hold	650	–	–	﹤0.01%	272
2023 Q3	$70K	Hold	650	–	–	﹤0.01%	260
2023 Q2	$73.6K	Hold	650	–	–	﹤0.01%	261
2023 Q1	$76.2K	Hold	650	–	–	﹤0.01%	260
2022 Q4	$78.4K	Hold	650	–	–	﹤0.01%	252
2022 Q3	$70K	Hold	650	–	–	﹤0.01%	253
2022 Q2	$76K	Hold	650	–	–	﹤0.01%	247
2022 Q1	$83K	Hold	650	–	–	﹤0.01%	255
2021 Q4	$80K	Hold	650	–	–	﹤0.01%	252
2021 Q3	$75K	Sell	650 -54	-8%	-$6.31K	﹤0.01%	248
2021 Q2	$82K	Hold	704	–	–	﹤0.01%	241
2021 Q1	$80K	Hold	704	–	–	﹤0.01%	240
2020 Q4	$68K	Hold	704	–	–	﹤0.01%	243
2020 Q3	$57K	Hold	704	–	–	﹤0.01%	243
2020 Q2	$57K	Sell	704 -500	-42%	-$39.9K	﹤0.01%	237
2020 Q1	$89K	Hold	1,204	–	–	0.01%	221
2019 Q4	$127K	Hold	1,204	–	–	0.01%	237
2019 Q3	$123K	Hold	1,204	–	–	0.01%	235
2019 Q2	$120K	Hold	1,204	–	–	0.01%	231
2019 Q1	$118K	Buy	1,204 +54	+5%	+$5.17K	0.01%	227
2018 Q4	$103K	Hold	1,150	–	–	0.01%	229
2018 Q3	$115K	Sell	1,150 -120	-9%	-$12K	0.01%	236
2018 Q2	$124K	Hold	1,270	–	–	0.01%	229
2018 Q1	$121K	Hold	1,270	–	–	0.01%	235
2017 Q4	$125K	Hold	1,270	–	–	0.01%	233
2017 Q3	$119K	Sell	1,270 -75	-6%	-$6.94K	0.01%	231
2017 Q2	$124K	Buy	1,345 +150	+13%	+$13.8K	0.01%	230
2017 Q1	$109K	Buy	1,195 +120	+11%	+$10.9K	0.01%	235
2016 Q4	$95K	Hold	1,075	–	–	0.01%	247
2016 Q3	$92K	Hold	1,075	–	–	0.01%	244
2016 Q2	$92K	Hold	1,075	–	–	0.01%	247
2016 Q1	$88K	Hold	1,075	–	–	0.01%	269
2015 Q4	$81K	Hold	1,075	–	–	0.01%	279
2015 Q3	$78K	Hold	1,075	–	–	0.01%	289
2015 Q2	$81K	Hold	1,075	–	–	0.01%	292
2015 Q1	$84K	Hold	1,075	–	–	0.01%	291
2014 Q4	$85K	Hold	1,075	–	–	0.01%	277
2014 Q3	$79K	Hold	1,075	–	–	0.01%	262
2014 Q2	$83K	Buy	+1,075	New	+$80.3K	0.01%	269

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

Pittenger & Anderson Inc's DVY Position: Q1 2026 in Review

Pittenger & Anderson Inc held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 333 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Pittenger & Anderson Inc first reported a position in DVY in Q2 2014 and has held it in 48 quarters since. The position peaked at $127K in Q4 2019. 1,413 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Pittenger & Anderson Inc held 333 shares of iShares Select Dividend ETF worth $50.4K as of Q1 2026.
Pittenger & Anderson Inc left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up ﹤0.01% of Pittenger & Anderson Inc's portfolio in Q1 2026, its #316 holding.
Pittenger & Anderson Inc first reported a position in iShares Select Dividend ETF in Q2 2014 and has held it in 48 quarters since.
Pittenger & Anderson Inc's iShares Select Dividend ETF position peaked at $127K in Q4 2019.
1,413 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q1 2026, filed 1 May 2026.