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

Independent Financial 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 Q2	$1.51M	Sell	9,659 -835	-8%	-$129K	0.03%	543
2026 Q1	$1.59M	Buy	10,494 +158	+2%	+$23.9K	0.04%	469
2025 Q4	$1.46M	Buy	10,336 +1,387	+15%	+$196K	0.03%	494
2025 Q3	$1.27M	Sell	8,949 -736	-8%	-$102K	0.03%	534
2025 Q2	$1.29M	Buy	9,685 +967	+11%	+$125K	0.04%	468
2025 Q1	$1.17M	Sell	8,718 -92	-1%	-$12.3K	0.04%	443
2024 Q4	$1.16M	Sell	8,810 -458	-5%	-$62.4K	0.04%	439
2024 Q3	$1.25M	Sell	9,268 -681	-7%	-$88K	0.05%	380
2024 Q2	$1.2M	Sell	9,949 -7,090	-42%	-$861K	0.05%	352
2024 Q1	$2.1M	Sell	17,039 -4,712	-22%	-$552K	0.1%	209
2023 Q4	$2.55M	Buy	21,751 +744	+4%	+$81.9K	0.14%	166
2023 Q3	$2.26M	Buy	21,007 +506	+2%	+$57.5K	0.15%	149
2023 Q2	$2.32M	Sell	20,501 -16,694	-45%	-$1.9M	0.16%	139
2023 Q1	$4.36M	Sell	37,195 -1,757	-5%	-$213K	0.35%	56
2022 Q4	$4.7M	Sell	38,952 -2,373	-6%	-$281K	0.4%	41
2022 Q3	$4.43M	Buy	41,325 +551	+1%	+$66K	0.4%	42
2022 Q2	$4.8M	Buy	40,774 +7,911	+24%	+$990K	0.51%	30
2022 Q1	$4.21M	Buy	32,863 +8,275	+34%	+$1.03M	0.34%	49
2021 Q4	$3.01M	Buy	24,588 +17,827	+264%	+$2.12M	0.25%	78
2021 Q3	$776K	Buy	6,761 +1,002	+17%	+$117K	0.08%	275
2021 Q2	$672K	Buy	5,759 +5	+0.1%	+$595	0.07%	294
2021 Q1	$656K	Buy	5,754 +280	+5%	+$29.6K	0.08%	257
2020 Q4	$526K	Sell	5,474 -231	-4%	-$21K	0.08%	296
2020 Q3	$465K	Sell	5,705 -467	-8%	-$38.9K	0.09%	253
2020 Q2	$498K	Sell	6,172 -1,228	-17%	-$98.1K	0.11%	227
2020 Q1	$544K	Buy	+7,400	New	+$707K	0.16%	160

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

Independent Financial Group's DVY Position: Q2 2026 in Review

Independent Financial Group reduced its iShares Select Dividend ETF (DVY) stake by 8% in Q2 2026, selling an estimated $129K and leaving 9,659 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #543.

Independent Financial Group first reported a position in DVY in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.8M in Q2 2022. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Independent Financial Group held 9,659 shares of iShares Select Dividend ETF worth $1.51M as of Q2 2026.
Independent Financial Group sold 835 iShares Select Dividend ETF shares in Q2 2026, an estimated $129K.
iShares Select Dividend ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #543 holding.
Independent Financial Group first reported a position in iShares Select Dividend ETF in Q1 2020 and has held it in 26 quarters since.
Independent Financial Group's iShares Select Dividend ETF position peaked at $4.8M in Q2 2022.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.