S&A Financial Services’s iShares Select Dividend ETF DVY Stock Holding History

S&A 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 Q2	$1.2M	Buy	7,647 +1,593	+26%	+$245K	0.73%	33
2026 Q1	$917K	Buy	+6,054	New	+$914K	0.63%	37

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

S&A Financial Services's DVY Position: Q2 2026 in Review

S&A Financial Services increased its iShares Select Dividend ETF (DVY) stake by 26% in Q2 2026, buying an estimated $245K and bringing the position to 7,647 shares worth $1.2M. The position accounts for 0.73% of the portfolio, ranked #33.

S&A Financial Services first reported a position in DVY in Q1 2026 and has held it in 2 quarters since. 1,413 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

S&A Financial Services held 7,647 shares of iShares Select Dividend ETF worth $1.2M as of Q2 2026.
S&A Financial Services bought 1,593 iShares Select Dividend ETF shares in Q2 2026, an estimated $245K.
iShares Select Dividend ETF made up 0.73% of S&A Financial Services's portfolio in Q2 2026, its #33 holding.
S&A Financial Services first reported a position in iShares Select Dividend ETF in Q1 2026 and has held it in 2 quarters since.
1,413 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.