Apollon Financial’s iShares Select Dividend ETF DVY Stock Holding History

Apollon Financial’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	$1.57M	Buy	10,029 +2,719	+37%	+$419K	0.18%	109
2026 Q1	$1.11M	Hold	7,310	–	–	0.15%	119
2025 Q4	$1.03M	Buy	7,310 +349	+5%	+$49.3K	0.15%	116
2025 Q3	$989K	Sell	6,961 -302	-4%	-$41.8K	0.16%	109
2025 Q2	$965K	Hold	7,263	–	–	0.2%	103
2025 Q1	$975K	Sell	7,263 -450	-6%	-$60.3K	0.23%	95
2024 Q4	$1.01M	Buy	7,713 +90	+1%	+$12.3K	0.25%	83
2024 Q3	$1.03M	Buy	7,623 +20	+0.3%	+$2.59K	0.3%	69
2024 Q2	$920K	Sell	7,603 -400	-5%	-$48.6K	0.3%	62
2024 Q1	$986K	Hold	8,003	–	–	0.34%	60
2023 Q4	$938K	Buy	+8,003	New	+$881K	0.37%	56

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

Apollon Financial's DVY Position: Q2 2026 in Review

Apollon Financial increased its iShares Select Dividend ETF (DVY) stake by 37% in Q2 2026, buying an estimated $419K and bringing the position to 10,029 shares worth $1.57M. The position accounts for 0.18% of the portfolio, ranked #109.

Apollon Financial first reported a position in DVY in Q4 2023 and has held it in 11 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Apollon Financial held 10,029 shares of iShares Select Dividend ETF worth $1.57M as of Q2 2026.
Apollon Financial bought 2,719 iShares Select Dividend ETF shares in Q2 2026, an estimated $419K.
iShares Select Dividend ETF made up 0.18% of Apollon Financial's portfolio in Q2 2026, its #109 holding.
Apollon Financial first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 11 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.