Sentinel Pension Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Sentinel Pension 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 Q2	$223K	Hold	1,375	–	–	0.03%	134
2026 Q1	$208K	Buy	+1,375	New	+$208K	0.03%	130
2022 Q1	–	Sell	-2,925	Closed	-$359K	–	93
2021 Q4	$359K	Buy	+2,925	New	+$349K	0.11%	73
2020 Q4	–	Sell	-3,263	Closed	-$266K	–	81
2020 Q3	$266K	Buy	+3,263	New	+$272K	0.1%	73

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

Sentinel Pension Advisors's DVY Position: Q2 2026 in Review

Sentinel Pension Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,375 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #134.

Sentinel Pension Advisors first reported a position in DVY in Q3 2020 and has held it in 4 quarters since. The position peaked at $359K in Q4 2021. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Sentinel Pension Advisors held 1,375 shares of iShares Select Dividend ETF worth $223K as of Q2 2026.
Sentinel Pension Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.03% of Sentinel Pension Advisors's portfolio in Q2 2026, its #134 holding.
Sentinel Pension Advisors first reported a position in iShares Select Dividend ETF in Q3 2020 and has held it in 4 quarters since.
Sentinel Pension Advisors's iShares Select Dividend ETF position peaked at $359K in Q4 2021.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.