Flaharty Asset Management’s iShares Select Dividend ETF DVY Stock Holding History

Flaharty Asset Management’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	-15,384	Closed	-$2.33M	–	71
2026 Q1	$2.33M	Sell	15,384 -1,046	-6%	-$158K	0.29%	39
2025 Q4	$2.32M	Buy	16,430 +19	+0.1%	+$2.68K	0.29%	41
2025 Q3	$2.33M	Sell	16,411 -854	-5%	-$118K	0.3%	32
2025 Q2	$2.29M	Sell	17,265 -1,548	-8%	-$200K	0.31%	30
2025 Q1	$2.53M	Sell	18,813 -2,699	-13%	-$362K	0.36%	29
2024 Q4	$2.82M	Sell	21,512 -2,315	-10%	-$315K	0.41%	30
2024 Q3	$3.22M	Sell	23,827 -3,954	-14%	-$511K	0.45%	28
2024 Q2	$3.36M	Sell	27,781 -718	-3%	-$87.2K	0.5%	27
2024 Q1	$3.51M	Sell	28,499 -386	-1%	-$45.2K	0.52%	27
2023 Q4	$3.39M	Sell	28,885 -1,569	-5%	-$173K	0.53%	26
2023 Q3	$3.28M	Sell	30,454 -593	-2%	-$67.4K	0.55%	24
2023 Q2	$3.52M	Sell	31,047 -2,956	-9%	-$337K	0.6%	24
2023 Q1	$3.98M	Sell	34,003 -4,219	-11%	-$510K	0.71%	23
2022 Q4	$4.61M	Sell	38,222 -4,471	-10%	-$529K	0.86%	23
2022 Q3	$4.58M	Sell	42,693 -2,785	-6%	-$334K	0.94%	23
2022 Q2	$5.35M	Sell	45,478 -975	-2%	-$122K	1.09%	22
2022 Q1	$5.95M	Sell	46,453 -208	-0.4%	-$26K	1.09%	22
2021 Q4	$5.72M	Buy	46,661 +1,877	+4%	+$224K	1.05%	22
2021 Q3	$5.14M	Buy	44,784 +5,782	+15%	+$676K	1.06%	21
2021 Q2	$4.55M	Buy	39,002 +4,660	+14%	+$554K	0.97%	22
2021 Q1	$3.92M	Sell	34,342 -396	-1%	-$41.8K	0.9%	23
2020 Q4	$3.34M	Buy	+34,738	New	+$3.15M	0.83%	26

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

Flaharty Asset Management's DVY Position: Q2 2026 in Review

Flaharty Asset Management sold out of iShares Select Dividend ETF (DVY) in Q2 2026, closing a stake of 15,384 shares — an estimated $2.33M sold.

Flaharty Asset Management first reported a position in DVY in Q4 2020 and held it in 22 quarters. The position peaked at $5.95M in Q1 2022. 1,418 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Flaharty Asset Management reported no remaining iShares Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
Flaharty Asset Management sold 15,384 iShares Select Dividend ETF shares in Q2 2026, an estimated $2.33M.
Flaharty Asset Management first reported a position in iShares Select Dividend ETF in Q4 2020 and held it in 22 quarters.
Flaharty Asset Management's iShares Select Dividend ETF position peaked at $5.95M in Q1 2022.
1,418 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.