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DVY icon

Friedenthal Financial’s iShares Select Dividend ETF DVY Stock Holding History

Friedenthal Financial’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 		$40.5K Hold
259
– – 0.02% 153
2026
Q1 		$39.2K Sell
259
-298
-54% -$45K 0.02% 155
2025
Q4 		$78.6K Hold
557
– – 0.04% 142
2025
Q3 		$79.2K Hold
557
– – 0.04% 141
2025
Q2 		$74K Sell
557
-15
-3% -$1.94K 0.04% 136
2025
Q1 		$76.8K Buy
572
+11
+2% +$1.48K 0.05% 129
2024
Q4 		$73.7K Hold
561
– – 0.04% 127
2024
Q3 		$75.8K Buy
561
+1
+0.2% +$129 0.04% 131
2024
Q2 		$67.7K Buy
560
+7
+1% +$850 0.04% 132
2024
Q1 		$68.1K Hold
553
– – 0.04% 129
2023
Q4 		$64.8K Buy
+553
New +$60.8K 0.04% 131

Other funds holding DVY

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
WMA
Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return

Friedenthal Financial's DVY Position: Q2 2026 in Review

Friedenthal Financial held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 259 shares worth $40.5K. The position accounts for 0.02% of the portfolio, ranked #153.

Friedenthal Financial first reported a position in DVY in Q4 2023 and has held it in 11 quarters since. The position peaked at $79.2K in Q3 2025. 339 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Friedenthal Financial held 259 shares of iShares Select Dividend ETF worth $40.5K as of Q2 2026.
  • Friedenthal Financial left its iShares Select Dividend ETF share count unchanged in Q2 2026.
  • iShares Select Dividend ETF made up 0.02% of Friedenthal Financial's portfolio in Q2 2026, its #153 holding.
  • Friedenthal Financial first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 11 quarters since.
  • Friedenthal Financial's iShares Select Dividend ETF position peaked at $79.2K in Q3 2025.
  • 339 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.