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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

United Capital Financial Advisors's DVY Position: Q1 2026 in Review

United Capital Financial Advisors increased its iShares Select Dividend ETF (DVY) stake by 12% in Q1 2026, buying an estimated $573K and bringing the position to 36,682 shares worth $5.55M. 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 52 quarters since. The position peaked at $36.7M in Q2 2018. 1,420 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • United Capital Financial Advisors held 36,682 shares of iShares Select Dividend ETF worth $5.55M as of Q1 2026.
  • United Capital Financial Advisors bought 3,795 iShares Select Dividend ETF shares in Q1 2026, an estimated $573K.
  • iShares Select Dividend ETF made up 0.03% of United Capital Financial Advisors's portfolio in Q1 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 52 quarters since.
  • United Capital Financial Advisors's iShares Select Dividend ETF position peaked at $36.7M in Q2 2018.
  • 1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.