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Savvy Advisors Inc’s iShares Select Dividend ETF DVY Stock Holding History

Savvy Advisors Inc’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 		$1.47M Buy
9,374
+703
+8% +$108K 0.03% 409
2026
Q1 		$1.31M Buy
8,671
+2,622
+43% +$396K 0.04% 363
2025
Q4 		$854K Buy
6,049
+694
+13% +$98K 0.03% 401
2025
Q3 		$761K Buy
5,355
+91
+2% +$12.6K 0.04% 323
2025
Q2 		$699K Sell
5,264
-33
-0.6% -$4.27K 0.05% 285
2025
Q1 		$711K Buy
5,297
+2,076
+64% +$278K 0.07% 222
2024
Q4 		$423K Buy
+3,221
New +$439K 0.05% 271

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 22.9% 1-Year Est. Return

Savvy Advisors Inc's DVY Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares Select Dividend ETF (DVY) stake by 8.1% in Q2 2026, buying an estimated $108K and bringing the position to 9,374 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #409.

Savvy Advisors Inc first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. 1,428 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Savvy Advisors Inc held 9,374 shares of iShares Select Dividend ETF worth $1.47M as of Q2 2026.
  • Savvy Advisors Inc bought 703 iShares Select Dividend ETF shares in Q2 2026, an estimated $108K.
  • iShares Select Dividend ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #409 holding.
  • Savvy Advisors Inc first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,428 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.