Forum Financial Management’s iShares Select Dividend ETF DVY Stock Holding History

Forum Financial 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	$218K	Buy	+1,395	New	+$215K	﹤0.01%	316
2026 Q1	–	Sell	-1,966	Closed	-$277K	–	525
2025 Q4	$277K	Hold	1,966	–	–	﹤0.01%	787
2025 Q3	$279K	Hold	1,966	–	–	﹤0.01%	785
2025 Q2	$261K	Hold	1,966	–	–	﹤0.01%	750
2025 Q1	$264K	Hold	1,966	–	–	﹤0.01%	657
2024 Q4	$258K	Buy	1,966 +135	+7%	+$18.4K	﹤0.01%	707
2024 Q3	$247K	Buy	+1,831	New	+$237K	﹤0.01%	616

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

Forum Financial Management's DVY Position: Q2 2026 in Review

Forum Financial Management opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 1,395 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #316 among its holdings. This is a return to the name: Forum Financial Management previously reported a position in DVY as recently as Q4 2025.

Forum Financial Management first reported a position in DVY in Q3 2024 and has held it in 7 quarters since. The position peaked at $279K in Q3 2025. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Forum Financial Management held 1,395 shares of iShares Select Dividend ETF worth $218K as of Q2 2026.
iShares Select Dividend ETF was a new Forum Financial Management position in Q2 2026.
iShares Select Dividend ETF made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #316 holding.
Forum Financial Management first reported a position in iShares Select Dividend ETF in Q3 2024 and has held it in 7 quarters since.
Forum Financial Management's iShares Select Dividend ETF position peaked at $279K in Q3 2025.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.