United Capital Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

United Capital Financial 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
2020 Q1	–	Sell	-50	Closed	-$528K	–	1236
2019 Q4	$528K	Buy	+50	New	+$5.15K	﹤0.01%	973

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 22.9% 1-Year Est. Return

United Capital Financial Advisors's DVY Position: Q2 2026 in Review

United Capital Financial Advisors increased its iShares Select Dividend ETF (DVY) stake by 3% in Q2 2026, buying an estimated $171K and bringing the position to 37,794 shares worth $5.91M. The position accounts for 0.03% of the portfolio, ranked #347.

United Capital Financial Advisors first reported a position in DVY in Q2 2013 and has held it in 53 quarters since. The position peaked at $36.7M in Q2 2018. 1,428 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

United Capital Financial Advisors held 37,794 shares of iShares Select Dividend ETF worth $5.91M as of Q2 2026.
United Capital Financial Advisors bought 1,112 iShares Select Dividend ETF shares in Q2 2026, an estimated $171K.
iShares Select Dividend ETF made up 0.03% of United Capital Financial Advisors's portfolio in Q2 2026, its #347 holding.
United Capital Financial Advisors first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 53 quarters since.
United Capital Financial Advisors's iShares Select Dividend ETF position peaked at $36.7M in Q2 2018.
1,428 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.