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Richardson Financial Services’s iShares Select Dividend ETF DVY Stock Holding History

Richardson Financial Services’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 		$74.8K Hold
494
– – 0.05% 252
2025
Q4 		$69.7K Hold
494
– – 0.02% 261
2025
Q3 		$70.2K Hold
494
– – 0.04% 248
2025
Q2 		$66.9K Hold
494
– – 0.04% 229
2025
Q1 		$66.3K Hold
494
– – 0.05% 215
2024
Q4 		$64.7K Buy
494
+75
+18% +$10.2K 0.05% 233
2024
Q3 		$50.7K Hold
419
– – 0.03% 257
2024
Q2 		$50.7K Hold
419
– – 0.04% 246
2024
Q1 		$51.6K Hold
419
– – 0.04% 247
2023
Q4 		$49.1K Buy
+419
New +$46.1K 0.04% 213

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Richardson Financial Services's DVY Position: Q1 2026 in Review

Richardson Financial Services held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 494 shares worth $74.8K. The position accounts for 0.05% of the portfolio, ranked #252.

Richardson Financial Services first reported a position in DVY in Q4 2023 and has held it in 10 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Richardson Financial Services held 494 shares of iShares Select Dividend ETF worth $74.8K as of Q1 2026.
  • Richardson Financial Services left its iShares Select Dividend ETF share count unchanged in Q1 2026.
  • iShares Select Dividend ETF made up 0.05% of Richardson Financial Services's portfolio in Q1 2026, its #252 holding.
  • Richardson Financial Services first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.