Fairman Group’s iShares Select Dividend ETF DVY Stock Holding History

Fairman Group’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	$26.3K	Buy	168 +1	+0.6%	+$154	0.02%	128
2026 Q1	$25.3K	Buy	167 +1	+0.6%	+$151	0.02%	120
2025 Q4	$23.4K	Sell	166 -213	-56%	-$30.1K	0.02%	124
2025 Q3	$53.9K	Buy	379 +1	+0.3%	+$138	0.04%	98
2025 Q2	$50.1K	Buy	378 +2	+0.5%	+$259	0.04%	98
2025 Q1	$49.2K	Buy	376 +1	+0.3%	+$134	0.05%	97
2024 Q4	$49.2K	Buy	375 +2	+0.5%	+$273	0.04%	107
2024 Q3	$50.4K	Buy	373 +2	+0.5%	+$259	0.05%	107
2024 Q2	$44.9K	Buy	371 +1	+0.3%	+$121	0.05%	113
2024 Q1	$45.6K	Sell	370 -131	-26%	-$15.3K	0.04%	102
2023 Q4	$58.7K	Buy	+501	New	+$55.1K	0.06%	94

Other funds holding DVY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NCM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Fairman Group's DVY Position: Q2 2026 in Review

Fairman Group increased its iShares Select Dividend ETF (DVY) stake by 0.6% in Q2 2026, buying an estimated $154 and bringing the position to 168 shares worth $26.3K. The position accounts for 0.02% of the portfolio, ranked #128.

Fairman Group first reported a position in DVY in Q4 2023 and has held it in 11 quarters since. The position peaked at $58.7K in Q4 2023. 963 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Fairman Group held 168 shares of iShares Select Dividend ETF worth $26.3K as of Q2 2026.
Fairman Group bought 1 iShares Select Dividend ETF share in Q2 2026, an estimated $154.
iShares Select Dividend ETF made up 0.02% of Fairman Group's portfolio in Q2 2026, its #128 holding.
Fairman Group first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Fairman Group's iShares Select Dividend ETF position peaked at $58.7K in Q4 2023.
963 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.