DHJJ Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

DHJJ Financial Advisors’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	$46.4K	Hold	297	–	–	0.01%	424
2026 Q1	$45K	Hold	297	–	–	0.01%	422
2025 Q4	$41.9K	Hold	297	–	–	0.01%	413
2025 Q3	$42.2K	Sell	297 -20	-6%	-$2.77K	0.01%	388
2025 Q2	$42.1K	Sell	317 -38	-11%	-$4.92K	0.02%	369
2025 Q1	$47.7K	Buy	355 +41	+13%	+$5.5K	0.02%	319
2024 Q4	$41.2K	Hold	314	–	–	0.02%	332
2024 Q3	$42.4K	Hold	314	–	–	0.02%	329
2024 Q2	$38K	Hold	314	–	–	0.02%	311
2024 Q1	$38.7K	Hold	314	–	–	0.02%	295
2023 Q4	$36.8K	Sell	314 -200	-39%	-$22K	0.02%	293
2023 Q3	$55.3K	Buy	+514	New	+$58.5K	0.03%	233

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 22.9% 1-Year Est. Return

DHJJ Financial Advisors's DVY Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 297 shares worth $46.4K. The position accounts for 0.01% of the portfolio, ranked #424.

DHJJ Financial Advisors first reported a position in DVY in Q3 2023 and has held it in 12 quarters since. The position peaked at $55.3K in Q3 2023. 1,428 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

DHJJ Financial Advisors held 297 shares of iShares Select Dividend ETF worth $46.4K as of Q2 2026.
DHJJ Financial Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #424 holding.
DHJJ Financial Advisors first reported a position in iShares Select Dividend ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's iShares Select Dividend ETF position peaked at $55.3K in Q3 2023.
1,428 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.