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DVY icon

Birchbrook’s iShares Select Dividend ETF DVY Stock Holding History

Birchbrook’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 		– Sell
-90
Closed -$13.6K – 312
2026
Q1 		$13.6K Hold
90
– – 0.01% 183
2025
Q4 		$0 Hold
90
– – ﹤0.01% 300
2025
Q3 		$0 Hold
90
– – ﹤0.01% 271
2025
Q2 		$0 Hold
90
– – ﹤0.01% 276
2025
Q1 		$0 Hold
90
– – ﹤0.01% 277
2024
Q4 		$0 Hold
90
– – ﹤0.01% 297
2024
Q3 		$0 Hold
90
– – ﹤0.01% 272
2024
Q2 		$0 Hold
90
– – ﹤0.01% 272
2024
Q1 		$0 Hold
90
– – ﹤0.01% 286
2023
Q4 		$0 Buy
+90
New +$9.9K ﹤0.01% 308

Other funds holding DVY

Truist Financial
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
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Birchbrook's DVY Position: Q2 2026 in Review

Birchbrook sold out of iShares Select Dividend ETF (DVY) in Q2 2026, closing a stake of 90 shares — an estimated $13.6K sold.

Birchbrook first reported a position in DVY in Q4 2023 and held it in 10 quarters. The position peaked at $13.6K in Q1 2026. 729 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Birchbrook reported no remaining iShares Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Birchbrook sold 90 iShares Select Dividend ETF shares in Q2 2026, an estimated $13.6K.
  • Birchbrook first reported a position in iShares Select Dividend ETF in Q4 2023 and held it in 10 quarters.
  • Birchbrook's iShares Select Dividend ETF position peaked at $13.6K in Q1 2026.
  • 729 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.