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Grimes & Company’s iShares Select Dividend ETF DVY Stock Holding History

Grimes & Company’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 		$1.45M Buy
9,306
+32
+0.3% +$4.93K 0.03% 219
2026
Q1 		$1.4M Buy
9,274
+30
+0.3% +$4.53K 0.04% 212
2025
Q4 		$1.3M Buy
9,244
+43
+0.5% +$6.07K 0.03% 227
2025
Q3 		$1.31M Buy
9,201
+33
+0.4% +$4.57K 0.03% 215
2025
Q2 		$1.22M Buy
9,168
+36
+0.4% +$4.66K 0.03% 198
2025
Q1 		$1.23M Sell
9,132
-221
-2% -$29.6K 0.04% 173
2024
Q4 		$1.23M Buy
9,353
+293
+3% +$39.9K 0.04% 180
2024
Q3 		$1.22M Buy
9,060
+48
+0.5% +$6.21K 0.03% 175
2024
Q2 		$1.09M Buy
9,012
+32
+0.4% +$3.88K 0.03% 170
2024
Q1 		$1.11M Buy
8,980
+33
+0.4% +$3.87K 0.03% 171
2023
Q4 		$1.05M Sell
8,947
-191
-2% -$21K 0.03% 169
2023
Q3 		$984K Hold
9,138
– – 0.04% 159
2023
Q2 		$1.04M Buy
9,138
+17
+0.2% +$1.94K 0.04% 155
2023
Q1 		$1.07M Buy
9,121
+619
+7% +$74.9K 0.04% 150
2022
Q4 		$1.03M Buy
8,502
+20
+0.2% +$2.37K 0.04% 157
2022
Q3 		$909K Buy
8,482
+28
+0.3% +$3.36K 0.05% 148
2022
Q2 		$995K Buy
8,454
+16
+0.2% +$2K 0.05% 148
2022
Q1 		$1.08M Buy
8,438
+16
+0.2% +$2K 0.06% 154
2021
Q4 		$1.03M Buy
8,422
+15
+0.2% +$1.79K 0.05% 160
2021
Q3 		$964K Buy
8,407
+20
+0.2% +$2.34K 0.04% 156
2021
Q2 		$978K Buy
8,387
+18
+0.2% +$2.14K 0.04% 150
2021
Q1 		$955K Buy
8,369
+18
+0.2% +$1.9K 0.05% 149
2020
Q4 		$803K Buy
8,351
+14
+0.2% +$1.27K 0.04% 152
2020
Q3 		$680K Buy
8,337
+2,493
+43% +$208K 0.04% 153
2020
Q2 		$472K Hold
5,844
– – 0.03% 178
2020
Q1 		$430K Buy
+5,844
New +$559K 0.04% 172

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

Grimes & Company's DVY Position: Q2 2026 in Review

Grimes & Company increased its iShares Select Dividend ETF (DVY) stake by 0.35% in Q2 2026, buying an estimated $4.93K and bringing the position to 9,306 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #219.

Grimes & Company first reported a position in DVY in Q1 2020 and has held it in 26 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Grimes & Company held 9,306 shares of iShares Select Dividend ETF worth $1.45M as of Q2 2026.
  • Grimes & Company bought 32 iShares Select Dividend ETF shares in Q2 2026, an estimated $4.93K.
  • iShares Select Dividend ETF made up 0.03% of Grimes & Company's portfolio in Q2 2026, its #219 holding.
  • Grimes & Company first reported a position in iShares Select Dividend ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.