AmeriFlex Group’s iShares Select Dividend ETF DVY Stock Holding History

AmeriFlex 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	$984K	Buy	6,295 +92	+1%	+$14.2K	0.4%	52
2026 Q1	$939K	Buy	6,203 +217	+4%	+$32.8K	0.48%	42
2025 Q4	$845K	Sell	5,986 -5,442	-48%	-$769K	0.44%	44
2025 Q3	$1.62M	Buy	11,428 +6,981	+157%	+$967K	0.61%	26
2025 Q2	$587K	Sell	4,447 -864	-16%	-$112K	0.31%	65
2025 Q1	$713K	Sell	5,311 -427	-7%	-$57.3K	0.29%	73
2024 Q4	$773K	Buy	+5,738	New	+$782K	0.35%	59

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

AmeriFlex Group's DVY Position: Q2 2026 in Review

AmeriFlex Group increased its iShares Select Dividend ETF (DVY) stake by 1.5% in Q2 2026, buying an estimated $14.2K and bringing the position to 6,295 shares worth $984K. The position accounts for 0.4% of the portfolio, ranked #52.

AmeriFlex Group first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q3 2025. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

AmeriFlex Group held 6,295 shares of iShares Select Dividend ETF worth $984K as of Q2 2026.
AmeriFlex Group bought 92 iShares Select Dividend ETF shares in Q2 2026, an estimated $14.2K.
iShares Select Dividend ETF made up 0.4% of AmeriFlex Group's portfolio in Q2 2026, its #52 holding.
AmeriFlex Group first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's iShares Select Dividend ETF position peaked at $1.62M in Q3 2025.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.