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

Affiance 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 Q3	$349K	Buy	2,294 +19	+0.8%	+$3.06K	0.05%	85
2026 Q2	$356K	Hold	2,275	–	–	0.05%	87
2026 Q1	$344K	Hold	2,275	–	–	0.06%	90
2025 Q4	$321K	Hold	2,275	–	–	0.05%	85
2025 Q3	$323K	Hold	2,275	–	–	0.06%	85
2025 Q2	$302K	Hold	2,275	–	–	0.06%	85
2025 Q1	$306K	Hold	2,275	–	–	0.07%	84
2024 Q4	$299K	Buy	+2,275	New	+$310K	0.07%	87
2023 Q1	–	Sell	-211	Closed	-$25.4K	–	183
2022 Q4	$25.4K	Hold	211	–	–	0.01%	217
2022 Q3	$23K	Hold	211	–	–	0.01%	106
2022 Q2	$25K	Hold	211	–	–	0.01%	105
2022 Q1	$27K	Hold	211	–	–	0.01%	118
2021 Q4	$26K	Hold	211	–	–	0.01%	131
2021 Q3	$24K	Hold	211	–	–	0.01%	136
2021 Q2	$25K	Buy	211 +11	+6%	+$1.31K	0.01%	140
2021 Q1	$23K	Hold	200	–	–	0.01%	138
2020 Q4	$19K	Hold	200	–	–	0.01%	125
2020 Q3	$16K	Hold	200	–	–	0.01%	125
2020 Q2	$16K	Hold	200	–	–	0.01%	118
2020 Q1	$15K	Hold	200	–	–	0.01%	115
2019 Q4	$21K	Buy	+200	New	+$20.6K	0.01%	125

Other funds holding DVY

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Affiance Financial's DVY Position: Q3 2026 in Review

Affiance Financial increased its iShares Select Dividend ETF (DVY) stake by 0.84% in Q3 2026, buying an estimated $3.06K and bringing the position to 2,294 shares worth $349K. The position accounts for 0.05% of the portfolio, ranked #85.

Affiance Financial first reported a position in DVY in Q4 2019 and has held it in 21 quarters since. The position peaked at $356K in Q2 2026. 1,279 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Affiance Financial held 2,294 shares of iShares Select Dividend ETF worth $349K as of Q3 2026.
Affiance Financial bought 19 iShares Select Dividend ETF shares in Q3 2026, an estimated $3.06K.
iShares Select Dividend ETF made up 0.05% of Affiance Financial's portfolio in Q3 2026, its #85 holding.
Affiance Financial first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 21 quarters since.
Affiance Financial's iShares Select Dividend ETF position peaked at $356K in Q2 2026.
1,279 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.