American Financial & Tax Strategies’s iShares Select Dividend ETF DVY Stock Holding History

American Financial & Tax Strategies’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	$399K	Hold	2,553	–	–	0.18%	78
2026 Q1	$387K	Hold	2,553	–	–	0.19%	77
2025 Q4	$360K	Hold	2,553	–	–	0.18%	80
2025 Q3	$363K	Hold	2,553	–	–	0.18%	76
2025 Q2	$339K	Hold	2,553	–	–	0.18%	77
2025 Q1	$343K	Hold	2,553	–	–	0.18%	75
2024 Q4	$335K	Hold	2,553	–	–	0.17%	78
2024 Q3	$345K	Buy	2,553 +187	+8%	+$24.2K	0.18%	77
2024 Q2	$286K	Hold	2,366	–	–	0.15%	83
2024 Q1	$291K	Hold	2,366	–	–	0.16%	82
2023 Q4	$277K	Buy	+2,366	New	+$260K	0.16%	82

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

American Financial & Tax Strategies's DVY Position: Q2 2026 in Review

American Financial & Tax Strategies held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 2,553 shares worth $399K. The position accounts for 0.18% of the portfolio, ranked #78.

American Financial & Tax Strategies first reported a position in DVY in Q4 2023 and has held it in 11 quarters since. 1,193 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

American Financial & Tax Strategies held 2,553 shares of iShares Select Dividend ETF worth $399K as of Q2 2026.
American Financial & Tax Strategies left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.18% of American Financial & Tax Strategies's portfolio in Q2 2026, its #78 holding.
American Financial & Tax Strategies first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 11 quarters since.
1,193 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.