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Diversified Portfolios Inc’s iShares Select Dividend ETF DVY Stock Holding History

Diversified Portfolios 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 		$465K Buy
2,977
+971
+48% +$149K 0.03% 146
2026
Q1 		$304K Buy
2,006
+506
+34% +$76.4K 0.03% 150
2025
Q4 		$212K Hold
1,500
– – 0.02% 178
2025
Q3 		$213K Buy
+1,500
New +$208K 0.02% 163

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Diversified Portfolios Inc's DVY Position: Q2 2026 in Review

Diversified Portfolios Inc increased its iShares Select Dividend ETF (DVY) stake by 48% in Q2 2026, buying an estimated $149K and bringing the position to 2,977 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #146.

Diversified Portfolios Inc first reported a position in DVY in Q3 2025 and has held it in 4 quarters since. 1,420 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Diversified Portfolios Inc held 2,977 shares of iShares Select Dividend ETF worth $465K as of Q2 2026.
  • Diversified Portfolios Inc bought 971 iShares Select Dividend ETF shares in Q2 2026, an estimated $149K.
  • iShares Select Dividend ETF made up 0.03% of Diversified Portfolios Inc's portfolio in Q2 2026, its #146 holding.
  • Diversified Portfolios Inc first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.