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DDFG Inc’s iShares Select Dividend ETF DVY Stock Holding History

DDFG Inc’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
-1,355
Closed -$205K – 93
2026
Q1 		$205K Buy
+1,355
New +$205K 0.04% 83

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DDFG Inc's DVY Position: Q2 2026 in Review

DDFG Inc sold out of iShares Select Dividend ETF (DVY) in Q2 2026, closing a stake of 1,355 shares — an estimated $205K sold.

DDFG Inc first reported a position in DVY in Q1 2026 and held it in 1 quarter. The position peaked at $205K in Q1 2026. 770 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • DDFG Inc reported no remaining iShares Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • DDFG Inc sold 1,355 iShares Select Dividend ETF shares in Q2 2026, an estimated $205K.
  • DDFG Inc first reported a position in iShares Select Dividend ETF in Q1 2026 and held it in 1 quarter.
  • DDFG Inc's iShares Select Dividend ETF position peaked at $205K in Q1 2026.
  • 770 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.