Family Management’s iShares Select Dividend ETF DVY Stock Holding History

Family 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	$20.5K	Hold	131	–	–	﹤0.01%	308
2026 Q1	$19.8K	Hold	131	–	–	﹤0.01%	288
2025 Q4	$18.5K	Hold	131	–	–	﹤0.01%	269
2025 Q3	$18.6K	Hold	131	–	–	﹤0.01%	246
2025 Q2	$17.4K	Hold	131	–	–	﹤0.01%	216
2025 Q1	$17.6K	Hold	131	–	–	﹤0.01%	200
2024 Q4	$17.2K	Hold	131	–	–	﹤0.01%	186
2024 Q3	$17.7K	Hold	131	–	–	﹤0.01%	182
2024 Q2	$15.8K	Hold	131	–	–	﹤0.01%	166
2024 Q1	$16.1K	Hold	131	–	–	﹤0.01%	169
2023 Q4	$15.4K	Hold	131	–	–	﹤0.01%	159
2023 Q3	$14.1K	Hold	131	–	–	﹤0.01%	148
2023 Q2	$14.8K	Hold	131	–	–	﹤0.01%	155
2023 Q1	$15.3K	Hold	131	–	–	﹤0.01%	143
2022 Q4	$15.8K	Hold	131	–	–	﹤0.01%	160
2022 Q3	$14K	Hold	131	–	–	﹤0.01%	151
2022 Q2	$15K	Hold	131	–	–	﹤0.01%	162
2022 Q1	$17K	Hold	131	–	–	﹤0.01%	163
2021 Q4	$16K	Hold	131	–	–	﹤0.01%	174
2021 Q3	$15K	Hold	131	–	–	﹤0.01%	170
2021 Q2	$15K	Sell	131 -100	-43%	-$11.9K	﹤0.01%	192
2021 Q1	$26K	Buy	231 +100	+76%	+$10.6K	0.01%	160
2020 Q4	$13K	Hold	131	–	–	﹤0.01%	168
2020 Q3	$11K	Hold	131	–	–	﹤0.01%	123
2020 Q2	$11K	Hold	131	–	–	﹤0.01%	157
2020 Q1	$10K	Hold	131	–	–	0.01%	152
2019 Q4	$14K	Hold	131	–	–	﹤0.01%	177
2019 Q3	$13K	Buy	+131	New	+$13.1K	﹤0.01%	176

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 22.96% 1-Year Est. Return

Family Management's DVY Position: Q2 2026 in Review

Family Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 131 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Family Management first reported a position in DVY in Q3 2019 and has held it in 28 quarters since. The position peaked at $26K in Q1 2021. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Family Management held 131 shares of iShares Select Dividend ETF worth $20.5K as of Q2 2026.
Family Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up ﹤0.01% of Family Management's portfolio in Q2 2026, its #308 holding.
Family Management first reported a position in iShares Select Dividend ETF in Q3 2019 and has held it in 28 quarters since.
Family Management's iShares Select Dividend ETF position peaked at $26K in Q1 2021.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.