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YANKCOM Partnership’s iShares Select Dividend ETF DVY Stock Holding History

YANKCOM Partnership’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 		$220K Sell
1,450
-1,100
-43% -$177K 0.08% 142
2026
Q2 		$399K Hold
2,550
– – 0.14% 106
2026
Q1 		$386K Hold
2,550
– – 0.16% 107
2025
Q4 		$360K Sell
2,550
-150
-6% -$21.2K 0.15% 109
2025
Q3 		$384K Hold
2,700
– – 0.17% 108
2025
Q2 		$359K Hold
2,700
– – 0.18% 111
2025
Q1 		$363K Sell
2,700
-100
-4% -$13.4K 0.2% 107
2024
Q4 		$368K Buy
+2,800
New +$382K 0.2% 109

Other funds holding DVY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

YANKCOM Partnership's DVY Position: Q3 2026 in Review

YANKCOM Partnership reduced its iShares Select Dividend ETF (DVY) stake by 43% in Q3 2026, selling an estimated $177K and leaving 1,450 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #142.

YANKCOM Partnership first reported a position in DVY in Q4 2024 and has held it in 8 quarters since. The position peaked at $399K in Q2 2026. 1,035 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • YANKCOM Partnership held 1,450 shares of iShares Select Dividend ETF worth $220K as of Q3 2026.
  • YANKCOM Partnership sold 1,100 iShares Select Dividend ETF shares in Q3 2026, an estimated $177K.
  • iShares Select Dividend ETF made up 0.08% of YANKCOM Partnership's portfolio in Q3 2026, its #142 holding.
  • YANKCOM Partnership first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 8 quarters since.
  • YANKCOM Partnership's iShares Select Dividend ETF position peaked at $399K in Q2 2026.
  • 1,035 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.