STAR Financial Bank’s iShares Select Dividend ETF DVY Stock Holding History

STAR Financial Bank’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	$675K	Buy	4,457 +1,617	+57%	+$244K	0.32%	43
2025 Q4	$401K	Hold	2,840	–	–	0.2%	69
2025 Q3	$404K	Hold	2,840	–	–	0.24%	75
2025 Q2	$377K	Buy	+2,840	New	+$368K	0.24%	78
2025 Q1	–	Sell	-22,464	Closed	-$2.95M	–	110
2024 Q4	$2.95M	Buy	22,464 +872	+4%	+$119K	2.12%	11
2024 Q3	$2.92M	Buy	+21,592	New	+$2.79M	1.96%	10

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

STAR Financial Bank's DVY Position: Q1 2026 in Review

STAR Financial Bank increased its iShares Select Dividend ETF (DVY) stake by 57% in Q1 2026, buying an estimated $244K and bringing the position to 4,457 shares worth $675K. The position accounts for 0.32% of the portfolio, ranked #43.

STAR Financial Bank first reported a position in DVY in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.95M in Q4 2024. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

STAR Financial Bank held 4,457 shares of iShares Select Dividend ETF worth $675K as of Q1 2026.
STAR Financial Bank bought 1,617 iShares Select Dividend ETF shares in Q1 2026, an estimated $244K.
iShares Select Dividend ETF made up 0.32% of STAR Financial Bank's portfolio in Q1 2026, its #43 holding.
STAR Financial Bank first reported a position in iShares Select Dividend ETF in Q3 2024 and has held it in 6 quarters since.
STAR Financial Bank's iShares Select Dividend ETF position peaked at $2.95M in Q4 2024.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.