Houlihan Financial Resource Group’s iShares Select Dividend ETF DVY Stock Holding History

Houlihan Financial Resource Group’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 Q1	$231K	Hold	1,524	–	–	0.09%	105
2025 Q4	$228K	Buy	+1,524	New	+$215K	0.09%	105
2025 Q3	–	Sell	-1,524	Closed	-$206K	–	84
2025 Q2	$206K	Hold	1,524	–	–	0.09%	105
2025 Q1	$205K	Hold	1,524	–	–	0.09%	101
2024 Q4	$200K	Buy	+1,524	New	+$208K	0.09%	102

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Houlihan Financial Resource Group's DVY Position: Q1 2026 in Review

Houlihan Financial Resource Group held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 1,524 shares worth $231K. The position accounts for 0.09% of the portfolio, ranked #105.

Houlihan Financial Resource Group first reported a position in DVY in Q4 2024 and has held it in 5 quarters since. 1,420 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Houlihan Financial Resource Group held 1,524 shares of iShares Select Dividend ETF worth $231K as of Q1 2026.
Houlihan Financial Resource Group left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.09% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #105 holding.
Houlihan Financial Resource Group first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 5 quarters since.
1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.