Access Financial Services’s iShares Select Dividend ETF DVY Stock Holding History

Access Financial Services’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	$453K	Hold	2,895	–	–	0.15%	78
2026 Q1	$438K	Buy	2,895 +578	+25%	+$87.3K	0.16%	75
2025 Q4	$327K	Hold	2,317	–	–	0.12%	90
2025 Q3	$329K	Hold	2,317	–	–	0.12%	90
2025 Q2	$308K	Hold	2,317	–	–	0.12%	92
2025 Q1	$311K	Buy	2,317 +1	+0%	+$134	0.13%	88
2024 Q4	$304K	Sell	2,316 -7	-0.3%	-$954	0.14%	98
2024 Q3	$314K	Hold	2,323	–	–	0.14%	90
2024 Q2	$281K	Sell	2,323 -102	-4%	-$12.4K	0.13%	92
2024 Q1	$299K	Sell	2,425 -16,957	-87%	-$1.99M	0.13%	89
2023 Q4	$2.27M	Buy	19,382 +96	+0.5%	+$10.6K	1.17%	14
2023 Q3	$2.08M	Sell	19,286 -17	-0.1%	-$1.93K	1.24%	10
2023 Q2	$2.19M	Sell	19,303 -598	-3%	-$68.1K	1.28%	11
2023 Q1	$2.33M	Sell	19,901 -920	-4%	-$111K	1.42%	9
2022 Q4	$2.51M	Buy	20,821 +1,131	+6%	+$134K	1.53%	9
2022 Q3	$2.11M	Buy	19,690 +504	+3%	+$60.4K	1.37%	9
2022 Q2	$2.26M	Sell	19,186 -6,113	-24%	-$765K	1.29%	10
2022 Q1	$3.24M	Buy	25,299 +218	+0.9%	+$27.2K	1.54%	9
2021 Q4	$3.08M	Sell	25,081 -1,528	-6%	-$182K	1.38%	10
2021 Q3	$3.05M	Buy	26,609 +44	+0.2%	+$5.14K	1.38%	12
2021 Q2	$3.1M	Sell	26,565 -1,029	-4%	-$122K	1.44%	9
2021 Q1	$3.15M	Buy	+27,594	New	+$2.92M	1.48%	9
2020 Q1	–	Sell	-3,275	Closed	-$346K	–	65
2019 Q4	$346K	Hold	3,275	–	–	0.2%	69
2019 Q3	$334K	Hold	3,275	–	–	0.24%	65
2019 Q2	$326K	Hold	3,275	–	–	0.25%	68
2019 Q1	$322K	Hold	3,275	–	–	0.25%	61
2018 Q4	$292K	Buy	3,275 +380	+13%	+$36.4K	0.26%	64
2018 Q3	$289K	Buy	+2,895	New	+$290K	0.2%	60

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

Access Financial Services's DVY Position: Q2 2026 in Review

Access Financial Services held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 2,895 shares worth $453K. The position accounts for 0.15% of the portfolio, ranked #78.

Access Financial Services first reported a position in DVY in Q3 2018 and has held it in 28 quarters since. The position peaked at $3.24M in Q1 2022. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Access Financial Services held 2,895 shares of iShares Select Dividend ETF worth $453K as of Q2 2026.
Access Financial Services left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.15% of Access Financial Services's portfolio in Q2 2026, its #78 holding.
Access Financial Services first reported a position in iShares Select Dividend ETF in Q3 2018 and has held it in 28 quarters since.
Access Financial Services's iShares Select Dividend ETF position peaked at $3.24M in Q1 2022.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.