Birchwood Financial Partners’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Birchwood Financial Partners's DVY Position: Q2 2026 in Review
Birchwood Financial Partners increased its iShares Select Dividend ETF (DVY) stake by 0.83% in Q2 2026, buying an estimated $2.46K and bringing the position to 1,938 shares worth $303K. The position accounts for 0.25% of the portfolio, ranked #72.
Birchwood Financial Partners first reported a position in DVY in Q4 2025 and has held it in 3 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Birchwood Financial Partners held 1,938 shares of iShares Select Dividend ETF worth $303K as of Q2 2026.
- Birchwood Financial Partners bought 16 iShares Select Dividend ETF shares in Q2 2026, an estimated $2.46K.
- iShares Select Dividend ETF made up 0.25% of Birchwood Financial Partners's portfolio in Q2 2026, its #72 holding.
- Birchwood Financial Partners first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.