Byrne Asset Management’s iShares Select Dividend ETF DVY Stock Holding History

Byrne Asset Management’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	$49.2K	Hold	315	–	–	0.03%	292
2026 Q1	$47.7K	Hold	315	–	–	0.03%	283
2025 Q4	$44.5K	Buy	+315	New	+$44.5K	0.02%	285
2025 Q3	–	Sell	-325	Closed	-$45K	–	261
2025 Q2	$43.2K	Sell	325 -175	-35%	-$22.7K	0.03%	263
2025 Q1	$67.1K	Buy	+500	New	+$67K	0.05%	178

Other funds holding DVY

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Byrne Asset Management's DVY Position: Q2 2026 in Review

Byrne Asset Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 315 shares worth $49.2K. The position accounts for 0.03% of the portfolio, ranked #292.

Byrne Asset Management first reported a position in DVY in Q1 2025 and has held it in 5 quarters since. The position peaked at $67.1K in Q1 2025. 437 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Byrne Asset Management held 315 shares of iShares Select Dividend ETF worth $49.2K as of Q2 2026.
Byrne Asset Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.03% of Byrne Asset Management's portfolio in Q2 2026, its #292 holding.
Byrne Asset Management first reported a position in iShares Select Dividend ETF in Q1 2025 and has held it in 5 quarters since.
Byrne Asset Management's iShares Select Dividend ETF position peaked at $67.1K in Q1 2025.
437 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.