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

Founders Financial Securities’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	$1.51M	Sell	9,667 -250	-3%	-$38.5K	0.08%	243
2026 Q1	$1.52M	Sell	9,917 -7,004	-41%	-$1.06M	0.09%	221
2025 Q4	$2.39M	Buy	16,921 +6,115	+57%	+$864K	0.14%	145
2025 Q3	$1.54M	Sell	10,806 -5,920	-35%	-$820K	0.1%	189
2025 Q2	$2.22M	Buy	16,726 +37	+0.2%	+$4.79K	0.17%	116
2025 Q1	$2.14M	Buy	16,689 +5,625	+51%	+$754K	0.18%	114
2024 Q4	$1.45M	Buy	11,064 +3,345	+43%	+$456K	0.13%	140
2024 Q3	$1.04M	Sell	7,719 -5,747	-43%	-$743K	0.1%	180
2024 Q2	$1.63M	Buy	13,466 +5,722	+74%	+$695K	0.15%	126
2024 Q1	$954K	Sell	7,744 -15,810	-67%	-$1.85M	0.1%	171
2023 Q4	$2.76M	Buy	23,554 +15,705	+200%	+$1.73M	0.31%	68
2023 Q3	$845K	Sell	7,849 -12,873	-62%	-$1.46M	0.11%	161
2023 Q2	$2.35M	Buy	20,722 +12,217	+144%	+$1.39M	0.31%	74
2023 Q1	$997K	Sell	8,505 -14,515	-63%	-$1.76M	0.14%	140
2022 Q4	$2.78M	Sell	23,020 -1,117	-5%	-$132K	0.44%	57
2022 Q3	$2.59M	Sell	24,137 -17,798	-42%	-$2.13M	0.46%	51
2022 Q2	$4.93M	Buy	41,935 +11,442	+38%	+$1.43M	0.96%	23
2022 Q1	$3.91M	Buy	30,493 +9,256	+44%	+$1.16M	0.69%	33
2021 Q4	$2.6M	Buy	21,237 +17,613	+486%	+$2.1M	0.47%	53
2021 Q3	$416K	Sell	3,624 -74,504	-95%	-$8.71M	0.08%	189
2021 Q2	$9.11M	Buy	78,128 +10,996	+16%	+$1.31M	1.81%	11
2021 Q1	$7.66M	Buy	67,132 +31,795	+90%	+$3.36M	1.77%	13
2020 Q4	$3.4M	Buy	+35,337	New	+$3.21M	0.81%	30
2019 Q4	–	Sell	-2,228	Closed	-$227K	–	128
2019 Q3	$227K	Sell	2,228 -27	-1%	-$2.69K	0.07%	122
2019 Q2	$225K	Buy	2,255 +130	+6%	+$12.8K	0.07%	106
2019 Q1	$209K	Buy	+2,125	New	+$204K	0.07%	109

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

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

Founders Financial Securities reduced its iShares Select Dividend ETF (DVY) stake by 2.5% in Q2 2026, selling an estimated $38.5K and leaving 9,667 shares worth $1.51M. The position accounts for 0.08% of the portfolio, ranked #243.

Founders Financial Securities first reported a position in DVY in Q1 2019 and has held it in 26 quarters since. The position peaked at $9.11M in Q2 2021. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Founders Financial Securities held 9,667 shares of iShares Select Dividend ETF worth $1.51M as of Q2 2026.
Founders Financial Securities sold 250 iShares Select Dividend ETF shares in Q2 2026, an estimated $38.5K.
iShares Select Dividend ETF made up 0.08% of Founders Financial Securities's portfolio in Q2 2026, its #243 holding.
Founders Financial Securities first reported a position in iShares Select Dividend ETF in Q1 2019 and has held it in 26 quarters since.
Founders Financial Securities's iShares Select Dividend ETF position peaked at $9.11M in Q2 2021.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.