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

Financial Perspectives’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	$18K	Hold	115	–	–	﹤0.01%	466
2026 Q1	$17.4K	Hold	115	–	–	﹤0.01%	459
2025 Q4	$16.2K	Hold	115	–	–	﹤0.01%	463
2025 Q3	$16.3K	Hold	115	–	–	﹤0.01%	459
2025 Q2	$15.3K	Hold	115	–	–	﹤0.01%	455
2025 Q1	$15.4K	Hold	115	–	–	0.01%	442
2024 Q4	$15.1K	Hold	115	–	–	0.01%	451
2024 Q3	$15.5K	Hold	115	–	–	0.01%	421
2024 Q2	$13.9K	Hold	115	–	–	0.01%	429
2024 Q1	$14.2K	Hold	115	–	–	0.01%	426
2023 Q4	$13.5K	Hold	115	–	–	0.01%	432
2023 Q3	$12.4K	Hold	115	–	–	0.01%	419
2023 Q2	$13K	Hold	115	–	–	0.01%	423
2023 Q1	$13.5K	Hold	115	–	–	0.01%	411
2022 Q4	$13.9K	Hold	115	–	–	0.01%	405
2022 Q3	$12.3K	Hold	115	–	–	0.01%	409
2022 Q2	$13.5K	Hold	115	–	–	0.01%	401
2022 Q1	$14.7K	Hold	115	–	–	0.01%	411
2021 Q4	$14.1K	Hold	115	–	–	0.01%	406
2021 Q3	$13.2K	Hold	115	–	–	0.01%	413
2021 Q2	$13.4K	Sell	115 -13,007	-99%	-$1.55M	0.01%	430
2021 Q1	$115K	Buy	13,122 +13,007	+11,310%	+$1.37M	0.01%	463
2020 Q4	$11.1K	Buy	+115	New	+$10.4K	0.01%	397
2020 Q3	–	Sell	-918	Closed	-$74.1K	–	562
2020 Q2	$74.1K	Buy	918 +890	+3,179%	+$71.1K	0.05%	157
2020 Q1	$2.05K	Buy	28 +1	+4%	+$96	﹤0.01%	454
2019 Q4	$2.9K	Buy	+27	New	+$2.78K	﹤0.01%	429

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 Perspectives's DVY Position: Q2 2026 in Review

Financial Perspectives held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 115 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Financial Perspectives first reported a position in DVY in Q4 2019 and has held it in 26 quarters since. The position peaked at $115K in Q1 2021. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Financial Perspectives held 115 shares of iShares Select Dividend ETF worth $18K as of Q2 2026.
Financial Perspectives left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #466 holding.
Financial Perspectives first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 26 quarters since.
Financial Perspectives's iShares Select Dividend ETF position peaked at $115K in Q1 2021.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.