Stonebridge Financial Group, LLC/CA’s iShares Select Dividend ETF DVY Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$2.4M	Buy	+15,387	New	+$2.37M	0.33%	62

Other funds holding DVY

Morgan Stanley New York $1.89T AUM 35.08% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's DVY Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 15,387 shares worth $2.4M. The stake represents 0.33% of the portfolio and ranks #62 among its holdings.

1,265 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 15,387 shares of iShares Select Dividend ETF worth $2.4M as of Q2 2026.
iShares Select Dividend ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
iShares Select Dividend ETF made up 0.33% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #62 holding.
1,265 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.