St. Clair Advisors’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
St. Clair Advisors's DVY Position: Q3 2026 in Review
St. Clair Advisors increased its iShares Select Dividend ETF (DVY) stake by 0.01% in Q3 2026, buying an estimated $483 and bringing the position to 29,723 shares worth $4.52M. The position accounts for 1.12% of the portfolio, ranked #16.
St. Clair Advisors first reported a position in DVY in Q4 2020 and has held it in 24 quarters since. The position peaked at $28.6M in Q2 2023. 411 funds tracked by Wall St. Rank hold DVY as of Q3 2026.
- St. Clair Advisors held 29,723 shares of iShares Select Dividend ETF worth $4.52M as of Q3 2026.
- St. Clair Advisors bought 3 iShares Select Dividend ETF shares in Q3 2026, an estimated $483.
- iShares Select Dividend ETF made up 1.12% of St. Clair Advisors's portfolio in Q3 2026, its #16 holding.
- St. Clair Advisors first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 24 quarters since.
- St. Clair Advisors's iShares Select Dividend ETF position peaked at $28.6M in Q2 2023.
- 411 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.
Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.