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

Future Financial 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	$430K	Sell	2,672 -38	-1%	-$5.85K	0.27%	64
2026 Q1	$412K	Hold	2,710	–	–	0.27%	71
2025 Q4	$396K	Sell	2,710 -355	-12%	-$50.1K	0.27%	73
2025 Q3	$436K	Hold	3,065	–	–	0.27%	70
2025 Q2	$407K	Hold	3,065	–	–	0.28%	72
2025 Q1	$412K	Hold	3,065	–	–	0.3%	68
2024 Q4	$402K	Hold	3,065	–	–	0.29%	68
2024 Q3	$414K	Hold	3,065	–	–	0.3%	68
2024 Q2	$371K	Hold	3,065	–	–	0.33%	72
2024 Q1	$378K	Hold	3,065	–	–	0.29%	67
2023 Q4	$359K	Hold	3,065	–	–	0.36%	66
2023 Q3	$330K	Hold	3,065	–	–	0.37%	67
2023 Q2	$347K	Hold	3,065	–	–	0.37%	62
2023 Q1	$360K	Hold	3,065	–	–	0.4%	68
2022 Q4	$370K	Sell	3,065 -60	-2%	-$7.1K	0.42%	69
2022 Q3	$368K	Sell	3,125 -14	-0.4%	-$1.68K	0.42%	70
2022 Q2	$402K	Hold	3,139	–	–	0.39%	76
2022 Q1	$402K	Sell	3,139 -19	-0.6%	-$2.37K	0.33%	76
2021 Q4	$389K	Sell	3,158 -1	-0%	-$119	0.31%	77
2021 Q3	$368K	Hold	3,159	–	–	0.38%	79
2021 Q2	$368K	Hold	3,159	–	–	0.38%	79
2021 Q1	$360K	Hold	3,159	–	–	0.41%	73
2020 Q4	$304K	Buy	+3,159	New	+$287K	0.35%	84

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

Future Financial Wealth Management's DVY Position: Q2 2026 in Review

Future Financial Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 1.4% in Q2 2026, selling an estimated $5.85K and leaving 2,672 shares worth $430K. The position accounts for 0.27% of the portfolio, ranked #64.

Future Financial Wealth Management first reported a position in DVY in Q4 2020 and has held it in 23 quarters since. The position peaked at $436K in Q3 2025. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Future Financial Wealth Management held 2,672 shares of iShares Select Dividend ETF worth $430K as of Q2 2026.
Future Financial Wealth Management sold 38 iShares Select Dividend ETF shares in Q2 2026, an estimated $5.85K.
iShares Select Dividend ETF made up 0.27% of Future Financial Wealth Management's portfolio in Q2 2026, its #64 holding.
Future Financial Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 23 quarters since.
Future Financial Wealth Management's iShares Select Dividend ETF position peaked at $436K in Q3 2025.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.