IFC Advisors’s iShares Select Dividend ETF DVY Stock Holding History

IFC Advisors’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	$2.76M	Hold	17,673	–	–	0.35%	44
2026 Q1	$2.68M	Hold	17,673	–	–	0.38%	43
2025 Q4	$2.49M	Sell	17,673 -18	-0.1%	-$2.54K	0.36%	46
2025 Q3	$2.51M	Sell	17,691 -1,460	-8%	-$202K	0.46%	42
2025 Q2	$2.54M	Sell	19,151 -17	-0.1%	-$2.2K	0.48%	41
2025 Q1	$2.57M	Hold	19,168	–	–	0.54%	38
2024 Q4	$2.52M	Buy	+19,168	New	+$2.61M	0.55%	38

Other funds holding DVY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

IFC Advisors's DVY Position: Q2 2026 in Review

IFC Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 17,673 shares worth $2.76M. The position accounts for 0.35% of the portfolio, ranked #44.

IFC Advisors first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. 988 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

IFC Advisors held 17,673 shares of iShares Select Dividend ETF worth $2.76M as of Q2 2026.
IFC Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.35% of IFC Advisors's portfolio in Q2 2026, its #44 holding.
IFC Advisors first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
988 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.