Sterling Financial Group’s iShares Select Dividend ETF DVY Stock Holding History

Sterling Financial Group’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
2025 Q3	$1.66M	Hold	11,675	–	–	0.53%	27
2025 Q2	$1.55M	Hold	11,675	–	–	0.52%	28
2025 Q1	$1.57M	Hold	11,675	–	–	0.57%	27
2024 Q4	$1.53M	Hold	11,675	–	–	0.57%	28
2024 Q3	$1.58M	Hold	11,675	–	–	0.67%	20
2024 Q2	$1.41M	Hold	11,675	–	–	0.64%	22
2024 Q1	$1.44M	Hold	11,675	–	–	0.68%	20
2023 Q4	$1.37M	Hold	11,675	–	–	0.81%	18
2023 Q3	$1.26M	Sell	11,675 -5,400	-32%	-$614K	0.79%	16
2023 Q2	$1.93M	Hold	17,075	–	–	1.28%	13
2023 Q1	$2.06M	Hold	17,075	–	–	1.58%	14
2022 Q4	$2.06M	Buy	+17,075	New	+$2.02M	1.58%	14

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

Sterling Financial Group's DVY Position: Q3 2025 in Review

Sterling Financial Group held its iShares Select Dividend ETF (DVY) position steady in Q3 2025 at 11,675 shares worth $1.66M. The position accounts for 0.53% of the portfolio, ranked #27.

Sterling Financial Group first reported a position in DVY in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.06M in Q1 2023. 1,305 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

Sterling Financial Group held 11,675 shares of iShares Select Dividend ETF worth $1.66M as of Q3 2025.
Sterling Financial Group left its iShares Select Dividend ETF share count unchanged in Q3 2025.
iShares Select Dividend ETF made up 0.53% of Sterling Financial Group's portfolio in Q3 2025, its #27 holding.
Sterling Financial Group first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 12 quarters since.
Sterling Financial Group's iShares Select Dividend ETF position peaked at $2.06M in Q1 2023.
1,305 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.