Farrell Financial’s iShares Select Dividend ETF DVY Stock Holding History

Farrell Financial’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	$202K	Buy	+1,292	New	+$199K	0.11%	82

Other funds holding DVY

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Farrell Financial's DVY Position: Q2 2026 in Review

Farrell Financial opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 1,292 shares worth $202K. The stake represents 0.11% of the portfolio and ranks #82 among its holdings.

263 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Farrell Financial held 1,292 shares of iShares Select Dividend ETF worth $202K as of Q2 2026.
iShares Select Dividend ETF was a new Farrell Financial position in Q2 2026.
iShares Select Dividend ETF made up 0.11% of Farrell Financial's portfolio in Q2 2026, its #82 holding.
263 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Farrell Financial's 13F filing for Q2 2026, filed 10 Jul 2026.