Evelyn Partners Group Ltd’s iShares Select Dividend ETF DVY Stock Holding History

Evelyn Partners Group Ltd’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	$24.5M	Buy	+162,484	New	+$25M	0.05%	49

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

Evelyn Partners Group Ltd's DVY Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 162,484 shares worth $24.5M. The stake represents 0.05% of the portfolio and ranks #49 among its holdings.

988 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Evelyn Partners Group Ltd held 162,484 shares of iShares Select Dividend ETF worth $24.5M as of Q2 2026.
iShares Select Dividend ETF was a new Evelyn Partners Group Ltd position in Q2 2026.
iShares Select Dividend ETF made up 0.05% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #49 holding.
988 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.