Fonville Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Fonville Wealth 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	$693K	Buy	4,436 +74	+2%	+$11.4K	0.11%	78
2026 Q1	$660K	Sell	4,362 -120	-3%	-$18.1K	0.13%	75
2025 Q4	$633K	Buy	4,482 +20	+0.4%	+$2.83K	0.13%	82
2025 Q3	$634K	Sell	4,462 -166	-4%	-$23K	0.14%	81
2025 Q2	$615K	Sell	4,628 -137	-3%	-$17.7K	0.16%	74
2025 Q1	$615K	Buy	4,765 +312	+7%	+$41.8K	0.18%	69
2024 Q4	$585K	Sell	4,453 -176	-4%	-$24K	0.19%	65
2024 Q3	$625K	Sell	4,629 -17	-0.4%	-$2.2K	0.22%	62
2024 Q2	$562K	Sell	4,646 -293	-6%	-$35.6K	0.22%	64
2024 Q1	$608K	Buy	4,939 +521	+12%	+$61K	0.27%	58
2023 Q4	$518K	Buy	+4,418	New	+$486K	0.27%	63

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

Fonville Wealth Management's DVY Position: Q2 2026 in Review

Fonville Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 1.7% in Q2 2026, buying an estimated $11.4K and bringing the position to 4,436 shares worth $693K. The position accounts for 0.11% of the portfolio, ranked #78.

Fonville Wealth Management first reported a position in DVY in Q4 2023 and has held it in 11 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Fonville Wealth Management held 4,436 shares of iShares Select Dividend ETF worth $693K as of Q2 2026.
Fonville Wealth Management bought 74 iShares Select Dividend ETF shares in Q2 2026, an estimated $11.4K.
iShares Select Dividend ETF made up 0.11% of Fonville Wealth Management's portfolio in Q2 2026, its #78 holding.
Fonville Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 11 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.