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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Freedom LLC's DVY Position: Q1 2026 in Review

Financial Freedom LLC held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 248 shares worth $37.6K. The position accounts for 0.02% of the portfolio, ranked #186.

Financial Freedom LLC first reported a position in DVY in Q4 2022 and has held it in 14 quarters since. The position peaked at $45.2K in Q4 2022. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Financial Freedom LLC held 248 shares of iShares Select Dividend ETF worth $37.6K as of Q1 2026.
Financial Freedom LLC left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.02% of Financial Freedom LLC's portfolio in Q1 2026, its #186 holding.
Financial Freedom LLC first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's iShares Select Dividend ETF position peaked at $45.2K in Q4 2022.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.