Alan N. Hoffman Investment Management’s iShares Select Dividend ETF DVY Stock Holding History

Alan N. Hoffman Investment Management’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	$334K	Hold	2,134	–	–	0.2%	13
2026 Q1	$323K	Hold	2,134	–	–	0.21%	13
2025 Q4	$301K	Hold	2,134	–	–	0.17%	13
2025 Q3	$303K	Hold	2,134	–	–	0.13%	13
2025 Q2	$283K	Hold	2,134	–	–	0.14%	14
2025 Q1	$287K	Hold	2,134	–	–	0.15%	13
2024 Q4	$280K	Hold	2,134	–	–	0.13%	13
2024 Q3	$288K	Hold	2,134	–	–	0.14%	13
2024 Q2	$258K	Hold	2,134	–	–	0.13%	13
2024 Q1	$263K	Sell	2,134 -434	-17%	-$50.8K	0.15%	14
2023 Q4	$301K	Hold	2,568	–	–	0.17%	14
2023 Q3	$276K	Hold	2,568	–	–	0.18%	13
2023 Q2	$291K	Sell	2,568 -200	-7%	-$22.8K	0.17%	12
2023 Q1	$324K	Hold	2,768	–	–	0.23%	8
2022 Q4	$334K	Sell	2,768 -167	-6%	-$19.8K	0.25%	8
2022 Q3	$315K	Hold	2,935	–	–	0.21%	8
2022 Q2	$345K	Hold	2,935	–	–	0.23%	9
2022 Q1	$376K	Hold	2,935	–	–	0.19%	10
2021 Q4	$360K	Hold	2,935	–	–	0.18%	11
2021 Q3	$337K	Sell	2,935 -30	-1%	-$3.51K	0.2%	12
2021 Q2	$346K	Hold	2,965	–	–	0.2%	12
2021 Q1	$338K	Hold	2,965	–	–	0.23%	11
2020 Q4	$285K	Buy	+2,965	New	+$269K	0.18%	11

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

Alan N. Hoffman Investment Management's DVY Position: Q2 2026 in Review

Alan N. Hoffman Investment Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 2,134 shares worth $334K. The position accounts for 0.2% of the portfolio, ranked #13.

Alan N. Hoffman Investment Management first reported a position in DVY in Q4 2020 and has held it in 23 quarters since. The position peaked at $376K in Q1 2022. 1,423 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Alan N. Hoffman Investment Management held 2,134 shares of iShares Select Dividend ETF worth $334K as of Q2 2026.
Alan N. Hoffman Investment Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.2% of Alan N. Hoffman Investment Management's portfolio in Q2 2026, its #13 holding.
Alan N. Hoffman Investment Management first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 23 quarters since.
Alan N. Hoffman Investment Management's iShares Select Dividend ETF position peaked at $376K in Q1 2022.
1,423 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Alan N. Hoffman Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.