SYM Financial Corp’s iShares Select Dividend ETF DVY Stock Holding History

SYM Financial Corp’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	$1.82K	Sell	12 -3	-20%	-$483	﹤0.01%	521
2026 Q2	$2.34K	Buy	+15	New	+$2.31K	﹤0.01%	506
2018 Q4	–	Sell	-552	Closed	-$55K	–	86
2018 Q3	$55K	Hold	552	–	–	0.03%	62
2018 Q2	$54K	Hold	552	–	–	0.03%	47
2018 Q1	$53K	Sell	552 -198	-26%	-$19.3K	0.03%	41
2017 Q4	$74K	Buy	+750	New	+$72.2K	0.03%	52

Other funds holding DVY

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

SYM Financial Corp's DVY Position: Q3 2026 in Review

SYM Financial Corp reduced its iShares Select Dividend ETF (DVY) stake by 20% in Q3 2026, selling an estimated $483 and leaving 12 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

SYM Financial Corp first reported a position in DVY in Q4 2017 and has held it in 6 quarters since. The position peaked at $74K in Q4 2017. 689 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

SYM Financial Corp held 12 shares of iShares Select Dividend ETF worth $1.82K as of Q3 2026.
SYM Financial Corp sold 3 iShares Select Dividend ETF shares in Q3 2026, an estimated $483.
iShares Select Dividend ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q3 2026, its #521 holding.
SYM Financial Corp first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 6 quarters since.
SYM Financial Corp's iShares Select Dividend ETF position peaked at $74K in Q4 2017.
689 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.