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

Root 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
Q2 		– Sell
-1
Closed -$151 – 1172
2026
Q1 		$151 Sell
1
-92
-99% -$13.9K ﹤0.01% 3209
2025
Q4 		$13.1K Buy
93
+56
+151% +$7.91K ﹤0.01% 1379
2025
Q3 		$5.26K Buy
+37
New +$5.12K ﹤0.01% 1703

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Root Financial Partners's DVY Position: Q2 2026 in Review

Root Financial Partners sold out of iShares Select Dividend ETF (DVY) in Q2 2026, closing a stake of 1 share — an estimated $151 sold.

Root Financial Partners first reported a position in DVY in Q3 2025 and held it in 3 quarters. The position peaked at $13.1K in Q4 2025. 1,420 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Root Financial Partners reported no remaining iShares Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1 iShares Select Dividend ETF share in Q2 2026, an estimated $151.
  • Root Financial Partners first reported a position in iShares Select Dividend ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares Select Dividend ETF position peaked at $13.1K in Q4 2025.
  • 1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.