Seneca Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Seneca Financial Advisors’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	$241K	Buy	1,593 +12	+0.8%	+$1.81K	0.07%	55
2025 Q4	$223K	Buy	1,581 +8	+0.5%	+$1.13K	0.07%	60
2025 Q3	$224K	Buy	1,573 +9	+0.6%	+$1.25K	0.07%	56
2025 Q2	$208K	Buy	1,564 +9	+0.6%	+$1.17K	0.08%	56
2025 Q1	$209K	Buy	1,555 +8	+0.5%	+$1.07K	0.1%	51
2024 Q4	$203K	Buy	1,547 +10	+0.7%	+$1.36K	0.1%	52
2024 Q3	$208K	Buy	+1,537	New	+$199K	0.1%	53
2024 Q1	–	Sell	-1,851	Closed	-$217K	–	58
2023 Q4	$217K	Buy	+1,851	New	+$204K	0.13%	53
2023 Q3	–	Sell	-1,828	Closed	-$207K	–	51
2023 Q2	$207K	Sell	1,828 -456	-20%	-$51.9K	0.14%	51
2023 Q1	$268K	Buy	2,284 +12	+0.5%	+$1.45K	0.17%	46
2022 Q4	$274K	Buy	2,272 +29	+1%	+$3.43K	0.17%	41
2022 Q3	$240K	Hold	2,243	–	–	0.17%	37
2022 Q2	$264K	Buy	2,243 +10	+0.4%	+$1.25K	0.18%	36
2022 Q1	$286K	Buy	2,233 +9	+0.4%	+$1.12K	0.17%	34
2021 Q4	$273K	Buy	+2,224	New	+$265K	0.16%	40

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Seneca Financial Advisors's DVY Position: Q1 2026 in Review

Seneca Financial Advisors increased its iShares Select Dividend ETF (DVY) stake by 0.76% in Q1 2026, buying an estimated $1.81K and bringing the position to 1,593 shares worth $241K. The position accounts for 0.07% of the portfolio, ranked #55.

Seneca Financial Advisors first reported a position in DVY in Q4 2021 and has held it in 15 quarters since. The position peaked at $286K in Q1 2022. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Seneca Financial Advisors held 1,593 shares of iShares Select Dividend ETF worth $241K as of Q1 2026.
Seneca Financial Advisors bought 12 iShares Select Dividend ETF shares in Q1 2026, an estimated $1.81K.
iShares Select Dividend ETF made up 0.07% of Seneca Financial Advisors's portfolio in Q1 2026, its #55 holding.
Seneca Financial Advisors first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 15 quarters since.
Seneca Financial Advisors's iShares Select Dividend ETF position peaked at $286K in Q1 2022.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.