Root Financial Partners’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Root Financial Partners's DVY Position: Q3 2026 in Review
Root Financial Partners opened a new position in iShares Select Dividend ETF (DVY) in Q3 2026: 104 shares worth $15.8K. The stake represents ﹤0.01% of the portfolio and ranks #1682 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DVY as recently as Q1 2026.
Root Financial Partners first reported a position in DVY in Q3 2025 and has held it in 4 quarters since. 689 funds tracked by Wall St. Rank hold DVY as of Q3 2026.
- Root Financial Partners held 104 shares of iShares Select Dividend ETF worth $15.8K as of Q3 2026.
- iShares Select Dividend ETF was a new Root Financial Partners position in Q3 2026.
- iShares Select Dividend ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1682 holding.
- Root Financial Partners first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 4 quarters since.
- 689 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.
Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.