Financial Freedom LLC’s iShares Select Dividend ETF DVY Stock Holding History

Financial Freedom LLC’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	–	Sell	-248	Closed	-$37.6K	–	177
2026 Q1	$37.6K	Hold	248	–	–	0.02%	186
2025 Q4	$35K	Hold	248	–	–	0.02%	186
2025 Q3	$35.2K	Hold	248	–	–	0.02%	188
2025 Q2	$32.9K	Sell	248 -31	-11%	-$4.01K	0.02%	189
2025 Q1	$37.5K	Hold	279	–	–	0.02%	179
2024 Q4	$36.6K	Hold	279	–	–	0.02%	175
2024 Q3	$37.7K	Hold	279	–	–	0.02%	173
2024 Q2	$33.8K	Sell	279 -54	-16%	-$6.55K	0.02%	185
2024 Q1	$41K	Hold	333	–	–	0.02%	171
2023 Q4	$39K	Sell	333 -42	-11%	-$4.62K	0.02%	169
2023 Q3	$40.4K	Hold	375	–	–	0.03%	164
2023 Q2	$42.5K	Hold	375	–	–	0.03%	156
2023 Q1	$43.9K	Hold	375	–	–	0.03%	154
2022 Q4	$45.2K	Buy	+375	New	+$44.4K	0.03%	156

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

Financial Freedom LLC's DVY Position: Q2 2026 in Review

Financial Freedom LLC sold out of iShares Select Dividend ETF (DVY) in Q2 2026, closing a stake of 248 shares — an estimated $37.6K sold.

Financial Freedom LLC first reported a position in DVY in Q4 2022 and held it in 14 quarters. The position peaked at $45.2K in Q4 2022. 1,420 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Financial Freedom LLC reported no remaining iShares Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
Financial Freedom LLC sold 248 iShares Select Dividend ETF shares in Q2 2026, an estimated $37.6K.
Financial Freedom LLC first reported a position in iShares Select Dividend ETF in Q4 2022 and held it in 14 quarters.
Financial Freedom LLC's iShares Select Dividend ETF position peaked at $45.2K in Q4 2022.
1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.