Stiles Financial Services
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Stiles Financial Services’s iShares Select Dividend ETF DVY Stock Holding History

Stiles Financial Services’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
Q3 		$412K Buy
2,711
+14
+0.5% +$2.26K 0.11% 136
2026
Q2 		$422K Sell
2,697
-87
-3% -$13.4K 0.11% 133
2026
Q1 		$421K Sell
2,784
-84
-3% -$12.7K 0.13% 126
2025
Q4 		$405K Buy
2,868
+20
+0.7% +$2.82K 0.12% 131
2025
Q3 		$405K Buy
2,848
+13
+0.5% +$1.8K 0.13% 127
2025
Q2 		$376K Buy
2,835
+17
+0.6% +$2.2K 0.13% 130
2025
Q1 		$378K Sell
2,818
-140
-5% -$18.8K 0.15% 124
2024
Q4 		$388K Sell
2,958
-191
-6% -$26K 0.14% 130
2024
Q3 		$425K Sell
3,149
-1,284
-29% -$166K 0.15% 126
2024
Q2 		$536K Buy
4,433
+698
+19% +$84.7K 0.21% 97
2024
Q1 		$460K Sell
3,735
-359
-9% -$42K 0.18% 110
2023
Q4 		$480K Sell
4,094
-1,647
-29% -$181K 0.22% 105
2023
Q3 		$618K Sell
5,741
-862
-13% -$98K 0.32% 89
2023
Q2 		$748K Sell
6,603
-679
-9% -$77.3K 0.37% 77
2023
Q1 		$853K Sell
7,282
-31,537
-81% -$3.81M 0.46% 67
2022
Q4 		$3.23M Sell
38,819
-4,608
-11% -$545K 1.85% 9
2022
Q3 		$3.17M Buy
43,427
+32,841
+310% +$3.94M 1.92% 7
2022
Q2 		$1.25M Sell
10,586
-58
-0.5% -$7.26K 0.75% 39
2022
Q1 		$1.36M Sell
10,644
-104
-1% -$13K 0.68% 42
2021
Q4 		$1.32M Buy
+10,748
New +$1.28M 0.64% 46

Other funds holding DVY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Stiles Financial Services's DVY Position: Q3 2026 in Review

Stiles Financial Services increased its iShares Select Dividend ETF (DVY) stake by 0.52% in Q3 2026, buying an estimated $2.26K and bringing the position to 2,711 shares worth $412K. The position accounts for 0.11% of the portfolio, ranked #136.

Stiles Financial Services first reported a position in DVY in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.23M in Q4 2022. 1,219 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • Stiles Financial Services held 2,711 shares of iShares Select Dividend ETF worth $412K as of Q3 2026.
  • Stiles Financial Services bought 14 iShares Select Dividend ETF shares in Q3 2026, an estimated $2.26K.
  • iShares Select Dividend ETF made up 0.11% of Stiles Financial Services's portfolio in Q3 2026, its #136 holding.
  • Stiles Financial Services first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 20 quarters since.
  • Stiles Financial Services's iShares Select Dividend ETF position peaked at $3.23M in Q4 2022.
  • 1,219 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.