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 Q2	$2.35K	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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SYM Financial Corp's DVY Position: Q2 2026 in Review

SYM Financial Corp opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 15 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #506 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in DVY as recently as Q3 2018.

SYM Financial Corp first reported a position in DVY in Q4 2017 and has held it in 5 quarters since. The position peaked at $74K in Q4 2017. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

SYM Financial Corp held 15 shares of iShares Select Dividend ETF worth $2.35K as of Q2 2026.
iShares Select Dividend ETF was a new SYM Financial Corp position in Q2 2026.
iShares Select Dividend ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #506 holding.
SYM Financial Corp first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 5 quarters since.
SYM Financial Corp's iShares Select Dividend ETF position peaked at $74K in Q4 2017.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.