South Plains Financial’s iShares Select Dividend ETF DVY Stock Holding History

South Plains Financial’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	$271K	Hold	1,788	–	–	0.16%	114
2025 Q4	$252K	Sell	1,788 -220	-11%	-$31.1K	0.15%	115
2025 Q3	$285K	Hold	2,008	–	–	0.18%	107
2025 Q2	$267K	Hold	2,008	–	–	0.19%	104
2025 Q1	$270K	Sell	2,008 -30	-1%	-$4.02K	0.21%	102
2024 Q4	$268K	Buy	+2,038	New	+$278K	0.2%	101

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

South Plains Financial's DVY Position: Q1 2026 in Review

South Plains Financial held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 1,788 shares worth $271K. The position accounts for 0.16% of the portfolio, ranked #114.

South Plains Financial first reported a position in DVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $285K in Q3 2025. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

South Plains Financial held 1,788 shares of iShares Select Dividend ETF worth $271K as of Q1 2026.
South Plains Financial left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.16% of South Plains Financial's portfolio in Q1 2026, its #114 holding.
South Plains Financial first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 6 quarters since.
South Plains Financial's iShares Select Dividend ETF position peaked at $285K in Q3 2025.
1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on South Plains Financial's 13F filing for Q1 2026, filed 13 May 2026.