Infinity Wealth Counsel’s iShares Select Dividend ETF DVY Stock Holding History

Infinity Wealth Counsel’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	$1.36M	Hold	8,680	–	–	1.1%	33
2026 Q1	$1.31M	Sell	8,680 -25	-0.3%	-$3.77K	1.21%	30
2025 Q4	$1.23M	Sell	8,705 -35	-0.4%	-$4.94K	1.12%	31
2025 Q3	$1.24M	Sell	8,740 -9	-0.1%	-$1.25K	1.2%	28
2025 Q2	$1.16M	Hold	8,749	–	–	1.17%	30
2025 Q1	$1.17M	Sell	8,749 -75	-0.8%	-$10.1K	1.27%	29
2024 Q4	$1.16M	Buy	+8,824	New	+$1.2M	1.24%	29

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

Infinity Wealth Counsel's DVY Position: Q2 2026 in Review

Infinity Wealth Counsel held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 8,680 shares worth $1.36M. The position accounts for 1.1% of the portfolio, ranked #33.

Infinity Wealth Counsel first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Infinity Wealth Counsel held 8,680 shares of iShares Select Dividend ETF worth $1.36M as of Q2 2026.
Infinity Wealth Counsel left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 1.1% of Infinity Wealth Counsel's portfolio in Q2 2026, its #33 holding.
Infinity Wealth Counsel first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Infinity Wealth Counsel's 13F filing for Q2 2026, filed 9 Jul 2026.