W Advisors LLC’s iShares Select Dividend ETF DVY Stock Holding History

W Advisors LLC’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 Q3	$944K	Hold	6,207	–	–	0.41%	53
2026 Q2	$970K	Hold	6,207	–	–	0.44%	51
2026 Q1	$940K	Hold	6,207	–	–	0.48%	48
2025 Q4	$876K	Hold	6,207	–	–	0.44%	51
2025 Q3	$882K	Hold	6,207	–	–	0.46%	48
2025 Q2	$824K	Hold	6,207	–	–	0.47%	48
2025 Q1	$834K	Hold	6,207	–	–	0.52%	46
2024 Q4	$815K	Hold	6,207	–	–	0.5%	47
2024 Q3	$838K	Hold	6,207	–	–	0.52%	44
2024 Q2	$751K	Sell	6,207 -236	-4%	-$28.6K	0.49%	46
2024 Q1	$794K	Hold	6,443	–	–	0.54%	45
2023 Q4	$755K	Hold	6,443	–	–	0.56%	42
2023 Q3	$694K	Hold	6,443	–	–	0.57%	45
2023 Q2	$730K	Hold	6,443	–	–	0.57%	45
2023 Q1	$755K	Sell	6,443 -1,326	-17%	-$160K	0.62%	42
2022 Q4	$937K	Hold	7,769	–	–	0.78%	35
2022 Q3	$833K	Buy	7,769 +24	+0.3%	+$2.88K	0.78%	35
2022 Q2	$911K	Sell	7,745 -12	-0.2%	-$1.5K	0.79%	29
2022 Q1	$994K	Sell	7,757 -36	-0.5%	-$4.5K	0.75%	34
2021 Q4	$955K	Buy	+7,793	New	+$929K	0.71%	31

Other funds holding DVY

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

W Advisors LLC's DVY Position: Q3 2026 in Review

W Advisors LLC held its iShares Select Dividend ETF (DVY) position steady in Q3 2026 at 6,207 shares worth $944K. The position accounts for 0.41% of the portfolio, ranked #53.

W Advisors LLC first reported a position in DVY in Q4 2021 and has held it in 20 quarters since. The position peaked at $994K in Q1 2022. 1,169 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

W Advisors LLC held 6,207 shares of iShares Select Dividend ETF worth $944K as of Q3 2026.
W Advisors LLC left its iShares Select Dividend ETF share count unchanged in Q3 2026.
iShares Select Dividend ETF made up 0.41% of W Advisors LLC's portfolio in Q3 2026, its #53 holding.
W Advisors LLC first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 20 quarters since.
W Advisors LLC's iShares Select Dividend ETF position peaked at $994K in Q1 2022.
1,169 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.