Alley Investment Management Company’s iShares Select Dividend ETF DVY Stock Holding History

Alley Investment Management Company’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	$872K	Sell	5,579 -100	-2%	-$15.4K	0.1%	70
2026 Q1	$860K	Buy	5,679 +11	+0.2%	+$1.66K	0.1%	68
2025 Q4	$800K	Sell	5,668 -19	-0.3%	-$2.68K	0.09%	70
2025 Q3	$808K	Sell	5,687 -21	-0.4%	-$2.91K	0.09%	70
2025 Q2	$758K	Buy	5,708 +72	+1%	+$9.32K	0.09%	69
2025 Q1	$757K	Buy	5,636 +61	+1%	+$8.18K	0.09%	70
2024 Q4	$732K	Buy	5,575 +12	+0.2%	+$1.64K	0.09%	68
2024 Q3	$751K	Buy	5,563 +22	+0.4%	+$2.84K	0.1%	70
2024 Q2	$670K	Sell	5,541 -19	-0.3%	-$2.31K	0.09%	70
2024 Q1	$685K	Sell	5,560 -1,751	-24%	-$205K	0.09%	69
2023 Q4	$857K	Sell	7,311 -48	-0.7%	-$5.28K	0.13%	65
2023 Q3	$792K	Buy	7,359 +22	+0.3%	+$2.5K	0.13%	65
2023 Q2	$831K	Sell	7,337 -217	-3%	-$24.7K	0.13%	66
2023 Q1	$885K	Buy	7,554 +35	+0.5%	+$4.23K	0.15%	65
2022 Q4	$907K	Buy	7,519 +1,975	+36%	+$234K	0.16%	66
2022 Q3	$594K	Buy	5,544 +9	+0.2%	+$1.08K	0.12%	66
2022 Q2	$651K	Buy	5,535 +71	+1%	+$8.89K	0.12%	64
2022 Q1	$700K	Buy	+5,464	New	+$683K	0.12%	66

Other funds holding DVY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

Alley Investment Management Company's DVY Position: Q2 2026 in Review

Alley Investment Management Company reduced its iShares Select Dividend ETF (DVY) stake by 1.8% in Q2 2026, selling an estimated $15.4K and leaving 5,579 shares worth $872K. The position accounts for 0.1% of the portfolio, ranked #70.

Alley Investment Management Company first reported a position in DVY in Q1 2022 and has held it in 18 quarters since. The position peaked at $907K in Q4 2022. 1,134 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Alley Investment Management Company held 5,579 shares of iShares Select Dividend ETF worth $872K as of Q2 2026.
Alley Investment Management Company sold 100 iShares Select Dividend ETF shares in Q2 2026, an estimated $15.4K.
iShares Select Dividend ETF made up 0.1% of Alley Investment Management Company's portfolio in Q2 2026, its #70 holding.
Alley Investment Management Company first reported a position in iShares Select Dividend ETF in Q1 2022 and has held it in 18 quarters since.
Alley Investment Management Company's iShares Select Dividend ETF position peaked at $907K in Q4 2022.
1,134 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.