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 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

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Affiance Financial's DVY Position: Q2 2026 in Review

Affiance Financial held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 2,275 shares worth $356K. The position accounts for 0.05% of the portfolio, ranked #87.

Affiance Financial first reported a position in DVY in Q4 2019 and has held it in 20 quarters since. 718 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Affiance Financial held 2,275 shares of iShares Select Dividend ETF worth $356K as of Q2 2026.
Affiance Financial left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.05% of Affiance Financial's portfolio in Q2 2026, its #87 holding.
Affiance Financial first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 20 quarters since.
718 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.