Allegheny Financial Group’s iShares Select Dividend ETF DVY Stock Holding History

Allegheny Financial Group’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	$273K	Buy	1,745 +4	+0.2%	+$616	0.03%	248
2026 Q1	$264K	Buy	1,741 +4	+0.2%	+$604	0.04%	239
2025 Q4	$245K	Buy	1,737 +6	+0.3%	+$848	0.04%	237
2025 Q3	$246K	Buy	1,731 +5	+0.3%	+$692	0.05%	221
2025 Q2	$229K	Buy	1,726 +4	+0.2%	+$518	0.05%	222
2025 Q1	$231K	Buy	1,722 +4	+0.2%	+$536	0.06%	199
2024 Q4	$226K	Sell	1,718 -174	-9%	-$23.7K	0.06%	204
2024 Q3	$256K	Buy	1,892 +5	+0.3%	+$646	0.06%	212
2024 Q2	$228K	Buy	+1,887	New	+$229K	0.07%	199

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

Allegheny Financial Group's DVY Position: Q2 2026 in Review

Allegheny Financial Group increased its iShares Select Dividend ETF (DVY) stake by 0.23% in Q2 2026, buying an estimated $616 and bringing the position to 1,745 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #248.

Allegheny Financial Group first reported a position in DVY in Q2 2024 and has held it in 9 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Allegheny Financial Group held 1,745 shares of iShares Select Dividend ETF worth $273K as of Q2 2026.
Allegheny Financial Group bought 4 iShares Select Dividend ETF shares in Q2 2026, an estimated $616.
iShares Select Dividend ETF made up 0.03% of Allegheny Financial Group's portfolio in Q2 2026, its #248 holding.
Allegheny Financial Group first reported a position in iShares Select Dividend ETF in Q2 2024 and has held it in 9 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.