PFP
DVY icon

Polaris Financial Partners’s iShares Select Dividend ETF DVY Stock Holding History

Polaris Financial Partners’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 		$11K Buy
+75
New +$12.1K ﹤0.01% 276

Other funds holding DVY

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Polaris Financial Partners's DVY Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in iShares Select Dividend ETF (DVY) in Q3 2026: 75 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #276 among its holdings.

10 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • Polaris Financial Partners held 75 shares of iShares Select Dividend ETF worth $11K as of Q3 2026.
  • iShares Select Dividend ETF was a new Polaris Financial Partners position in Q3 2026.
  • iShares Select Dividend ETF made up ﹤0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #276 holding.
  • 10 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.