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

Finley 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	$114K	Hold	730	–	–	0.05%	84
2026 Q1	$111K	Hold	730	–	–	0.05%	81
2025 Q4	$103K	Hold	730	–	–	0.05%	84
2025 Q3	$104K	Hold	730	–	–	0.05%	86
2025 Q2	$97K	Hold	730	–	–	0.05%	83
2025 Q1	$94.1K	Hold	730	–	–	0.05%	82
2024 Q4	$96.9K	Buy	+730	New	+$99.5K	0.05%	82

Other funds holding DVY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NCM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Finley Financial's DVY Position: Q2 2026 in Review

Finley Financial held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 730 shares worth $114K. The position accounts for 0.05% of the portfolio, ranked #84.

Finley Financial first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. 988 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Finley Financial held 730 shares of iShares Select Dividend ETF worth $114K as of Q2 2026.
Finley Financial left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.05% of Finley Financial's portfolio in Q2 2026, its #84 holding.
Finley Financial first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
988 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.