Univest Financial’s iShares Select Dividend ETF DVY Stock Holding History

Univest Financial’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	$230K	Hold	1,471	–	–	0.01%	256
2026 Q1	$223K	Buy	1,471 +52	+4%	+$7.85K	0.01%	243
2025 Q4	$200K	Hold	1,419	–	–	0.01%	252
2025 Q3	$202K	Buy	+1,419	New	+$197K	0.01%	256
2021 Q2	–	Sell	-1,948	Closed	-$222K	–	111
2021 Q1	$222K	Buy	+1,948	New	+$206K	0.06%	101
2019 Q4	–	Sell	-1,972	Closed	-$201K	–	106
2019 Q3	$201K	Buy	+1,972	New	+$197K	0.06%	107

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

Univest Financial's DVY Position: Q2 2026 in Review

Univest Financial held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,471 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #256.

Univest Financial first reported a position in DVY in Q3 2019 and has held it in 6 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Univest Financial held 1,471 shares of iShares Select Dividend ETF worth $230K as of Q2 2026.
Univest Financial left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.01% of Univest Financial's portfolio in Q2 2026, its #256 holding.
Univest Financial first reported a position in iShares Select Dividend ETF in Q3 2019 and has held it in 6 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.