FFA
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Founders Financial Alliance’s iShares Select Dividend ETF DVY Stock Holding History

Founders Financial Alliance’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 		$322K Sell
2,062
-100
-5% -$15.4K 0.04% 326
2026
Q1 		$327K Buy
2,162
+715
+49% +$108K 0.06% 279
2025
Q4 		$204K Sell
1,447
-715
-33% -$101K 0.04% 348
2025
Q3 		$307K Buy
2,162
+715
+49% +$99K 0.06% 282
2025
Q2 		$192K Sell
1,447
-765
-35% -$99K 0.04% 324
2025
Q1 		$297K Buy
2,212
+665
+43% +$89.2K 0.07% 259
2024
Q4 		$203K Sell
1,547
-1,240
-44% -$169K 0.06% 273
2024
Q3 		$376K Buy
2,787
+14
+0.5% +$1.81K 0.1% 192
2024
Q2 		$335K Buy
2,773
+10
+0.4% +$1.21K 0.1% 197
2024
Q1 		$340K Buy
2,763
+10
+0.4% +$1.17K 0.1% 198
2023
Q4 		$323K Buy
2,753
+505
+22% +$55.6K 0.13% 173
2023
Q3 		$242K Buy
2,248
+37
+2% +$4.21K 0.11% 192
2023
Q2 		$251K Sell
2,211
-179
-7% -$20.4K 0.1% 219
2023
Q1 		$280K Buy
2,390
+18
+0.8% +$2.18K 0.14% 158
2022
Q4 		$286K Buy
2,372
+17
+0.7% +$2.01K 0.13% 167
2022
Q3 		$253K Sell
2,355
-3,193
-58% -$383K 0.13% 173
2022
Q2 		$653K Buy
5,548
+3,331
+150% +$417K 0.33% 78
2022
Q1 		$284K Buy
2,217
+13
+0.6% +$1.62K 0.13% 160
2021
Q4 		$270K Buy
2,204
+13
+0.6% +$1.55K 0.11% 197
2021
Q3 		$251K Sell
2,191
-188
-8% -$22K 0.12% 183
2021
Q2 		$277K Buy
2,379
+15
+0.6% +$1.78K 0.13% 186
2021
Q1 		$284K Buy
2,364
+15
+0.6% +$1.58K 0.14% 169
2020
Q4 		$227K Sell
2,349
-11,741
-83% -$1.07M 0.13% 178
2020
Q3 		$1.15M Buy
+14,090
New +$1.18M 0.69% 29

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Founders Financial Alliance's DVY Position: Q2 2026 in Review

Founders Financial Alliance reduced its iShares Select Dividend ETF (DVY) stake by 4.6% in Q2 2026, selling an estimated $15.4K and leaving 2,062 shares worth $322K. The position accounts for 0.04% of the portfolio, ranked #326.

Founders Financial Alliance first reported a position in DVY in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.15M in Q3 2020. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Founders Financial Alliance held 2,062 shares of iShares Select Dividend ETF worth $322K as of Q2 2026.
  • Founders Financial Alliance sold 100 iShares Select Dividend ETF shares in Q2 2026, an estimated $15.4K.
  • iShares Select Dividend ETF made up 0.04% of Founders Financial Alliance's portfolio in Q2 2026, its #326 holding.
  • Founders Financial Alliance first reported a position in iShares Select Dividend ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares Select Dividend ETF position peaked at $1.15M in Q3 2020.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.