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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
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 $1.37T 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

Root Financial Partners's DVY Position: Q1 2026 in Review

Root Financial Partners reduced its iShares Select Dividend ETF (DVY) stake by 99% in Q1 2026, selling an estimated $13.9K and leaving 1 share worth $151. The position accounts for ﹤0.01% of the portfolio, ranked #3209.

Root Financial Partners first reported a position in DVY in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.1K in Q4 2025. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Root Financial Partners held 1 share of iShares Select Dividend ETF worth $151 as of Q1 2026.
  • Root Financial Partners sold 92 iShares Select Dividend ETF shares in Q1 2026, an estimated $13.9K.
  • iShares Select Dividend ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3209 holding.
  • Root Financial Partners first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's iShares Select Dividend ETF position peaked at $13.1K in Q4 2025.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.