Grandfield & Dodd’s iShares Select Dividend ETF DVY Stock Holding History

Grandfield & Dodd’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	$375K	Buy	2,399 +1,000	+71%	+$154K	0.02%	172
2026 Q1	$212K	Sell	1,399 -500	-26%	-$75.5K	0.01%	198
2025 Q4	$268K	Hold	1,899	–	–	0.02%	186
2025 Q3	$270K	Hold	1,899	–	–	0.02%	188
2025 Q2	$252K	Buy	+1,899	New	+$246K	0.01%	193
2023 Q4	–	Sell	-1,873	Closed	-$202K	–	198
2023 Q3	$202K	Hold	1,873	–	–	0.01%	186
2023 Q2	$212K	Hold	1,873	–	–	0.01%	188
2023 Q1	$219K	Sell	1,873 -133	-7%	-$16.1K	0.02%	184
2022 Q4	$242K	Hold	2,006	–	–	0.02%	174
2022 Q3	$220K	Hold	2,006	–	–	0.02%	172
2022 Q2	$240K	Hold	2,006	–	–	0.02%	174
2022 Q1	$260K	Sell	2,006 -413	-17%	-$51.6K	0.02%	181
2021 Q4	$300K	Hold	2,419	–	–	0.02%	173
2021 Q3	$280K	Buy	2,419 +266	+12%	+$31.1K	0.02%	173
2021 Q2	$250K	Hold	2,153	–	–	0.02%	184
2021 Q1	$250K	Hold	2,153	–	–	0.02%	170
2020 Q4	$210K	Buy	+2,153	New	+$195K	0.02%	183
2020 Q1	–	Sell	-2,153	Closed	-$227K	–	173
2019 Q4	$227K	Hold	2,153	–	–	0.02%	174
2019 Q3	$219K	Hold	2,153	–	–	0.02%	170
2019 Q2	$214K	Hold	2,153	–	–	0.02%	173
2019 Q1	$211K	Buy	+2,153	New	+$206K	0.02%	170
2018 Q4	–	Sell	-2,153	Closed	-$215K	–	170
2018 Q3	$215K	Hold	2,153	–	–	0.02%	179
2018 Q2	$210K	Hold	2,153	–	–	0.02%	172
2018 Q1	$205K	Sell	2,153 -40	-2%	-$3.91K	0.02%	174
2017 Q4	$216K	Hold	2,193	–	–	0.02%	178
2017 Q3	$205K	Hold	2,193	–	–	0.02%	180
2017 Q2	$202K	Buy	+2,193	New	+$202K	0.02%	183

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

Grandfield & Dodd's DVY Position: Q2 2026 in Review

Grandfield & Dodd increased its iShares Select Dividend ETF (DVY) stake by 71% in Q2 2026, buying an estimated $154K and bringing the position to 2,399 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #172.

Grandfield & Dodd first reported a position in DVY in Q2 2017 and has held it in 27 quarters since. 1,420 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Grandfield & Dodd held 2,399 shares of iShares Select Dividend ETF worth $375K as of Q2 2026.
Grandfield & Dodd bought 1,000 iShares Select Dividend ETF shares in Q2 2026, an estimated $154K.
iShares Select Dividend ETF made up 0.02% of Grandfield & Dodd's portfolio in Q2 2026, its #172 holding.
Grandfield & Dodd first reported a position in iShares Select Dividend ETF in Q2 2017 and has held it in 27 quarters since.
1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Grandfield & Dodd's 13F filing for Q2 2026, filed 7 Aug 2026.