Three Bearings Fiduciary Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Three Bearings Fiduciary Advisors’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	$1.25M	Sell	8,019 -605	-7%	-$93.1K	1.12%	25
2026 Q1	$1.31M	Hold	8,624	–	–	1.26%	21
2025 Q4	$1.3M	Buy	+8,624	New	+$1.22M	1.21%	23

Other funds holding DVY

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Three Bearings Fiduciary Advisors's DVY Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors reduced its iShares Select Dividend ETF (DVY) stake by 7% in Q2 2026, selling an estimated $93.1K and leaving 8,019 shares worth $1.25M. The position accounts for 1.12% of the portfolio, ranked #25.

Three Bearings Fiduciary Advisors first reported a position in DVY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.31M in Q1 2026. 988 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Three Bearings Fiduciary Advisors held 8,019 shares of iShares Select Dividend ETF worth $1.25M as of Q2 2026.
Three Bearings Fiduciary Advisors sold 605 iShares Select Dividend ETF shares in Q2 2026, an estimated $93.1K.
iShares Select Dividend ETF made up 1.12% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #25 holding.
Three Bearings Fiduciary Advisors first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
Three Bearings Fiduciary Advisors's iShares Select Dividend ETF position peaked at $1.31M in Q1 2026.
988 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.