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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
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 $1.37T 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

Savvy Advisors Inc's DVY Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares Select Dividend ETF (DVY) stake by 43% in Q1 2026, buying an estimated $396K and bringing the position to 8,671 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #363.

Savvy Advisors Inc first reported a position in DVY in Q4 2024 and has held it in 6 quarters since. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Savvy Advisors Inc held 8,671 shares of iShares Select Dividend ETF worth $1.31M as of Q1 2026.
  • Savvy Advisors Inc bought 2,622 iShares Select Dividend ETF shares in Q1 2026, an estimated $396K.
  • iShares Select Dividend ETF made up 0.04% of Savvy Advisors Inc's portfolio in Q1 2026, its #363 holding.
  • Savvy Advisors Inc first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.