IRON Financial’s iShares Select Dividend ETF DVY Stock Holding History

IRON Financial’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	$557K	Sell	3,564 -400	-10%	-$61.6K	0.23%	74
2026 Q1	$600K	Buy	3,964 +24	+0.6%	+$3.62K	0.26%	67
2025 Q4	$556K	Buy	3,940 +35	+0.9%	+$4.94K	0.26%	69
2025 Q3	$555K	Buy	3,905 +1,587	+68%	+$220K	0.27%	67
2025 Q2	$308K	Buy	2,318 +15	+0.7%	+$1.94K	0.16%	86
2025 Q1	$309K	Buy	2,303 +12	+0.5%	+$1.61K	0.17%	73
2024 Q4	$301K	Buy	2,291 +14	+0.6%	+$1.91K	0.17%	76
2024 Q3	$308K	Buy	2,277 +13	+0.6%	+$1.68K	0.17%	73
2024 Q2	$274K	Buy	2,264 +8	+0.4%	+$971	0.15%	79
2024 Q1	$278K	Buy	2,256 +8	+0.4%	+$937	0.15%	77
2023 Q4	$263K	Buy	2,248 +11	+0.5%	+$1.21K	0.15%	80
2023 Q3	$241K	Hold	2,237	–	–	0.14%	82
2023 Q2	$253K	Hold	2,237	–	–	0.14%	78
2023 Q1	$262K	Hold	2,237	–	–	0.14%	73
2022 Q4	$270K	Buy	+2,237	New	+$265K	0.15%	70
2022 Q3	–	Sell	-1,837	Closed	-$216K	–	98
2022 Q2	$216K	Buy	1,837 +7	+0.4%	+$876	0.11%	88
2022 Q1	$234K	Buy	1,830 +7	+0.4%	+$875	0.11%	94
2021 Q4	$223K	Buy	1,823 +7	+0.4%	+$834	0.1%	103
2021 Q3	$208K	Sell	1,816 -1,180	-39%	-$138K	0.1%	106
2021 Q2	$349K	Buy	2,996 +8	+0.3%	+$951	0.16%	68
2021 Q1	$341K	Buy	2,988 +18	+0.6%	+$1.9K	0.18%	64
2020 Q4	$286K	Buy	2,970 +19	+0.6%	+$1.72K	0.14%	85
2020 Q3	$241K	Buy	2,951 +25	+0.9%	+$2.08K	0.13%	90
2020 Q2	$236K	Buy	2,926 +20	+0.7%	+$1.6K	0.12%	94
2020 Q1	$214K	Sell	2,906 -2,221	-43%	-$212K	0.13%	92
2019 Q4	$542K	Buy	5,127 +28	+0.5%	+$2.88K	0.26%	54
2019 Q3	$520K	Buy	5,099 +32	+0.6%	+$3.19K	0.39%	47
2019 Q2	$498K	Buy	5,067 +586	+13%	+$57.8K	0.46%	39
2019 Q1	$440K	Buy	+4,481	New	+$429K	0.28%	52
2015 Q2	–	Sell	-47,811	Closed	-$3.73M	–	75
2015 Q1	$3.73M	Buy	47,811 +24,626	+106%	+$1.95M	2.91%	10
2014 Q4	$18.4K	Buy	+23,185	New	+$1.79M	1.86%	12
2014 Q3	–	Sell	-25,974	Closed	-$2M	–	70
2014 Q2	$2M	Sell	25,974 -24,531	-49%	-$1.83M	1.77%	15
2014 Q1	$3.7M	Buy	+50,505	New	+$3.58M	2.82%	13

Other funds holding DVY

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

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

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IRON Financial's DVY Position: Q2 2026 in Review

IRON Financial reduced its iShares Select Dividend ETF (DVY) stake by 10% in Q2 2026, selling an estimated $61.6K and leaving 3,564 shares worth $557K. The position accounts for 0.23% of the portfolio, ranked #74.

IRON Financial first reported a position in DVY in Q1 2014 and has held it in 33 quarters since. The position peaked at $3.73M in Q1 2015. 729 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

IRON Financial held 3,564 shares of iShares Select Dividend ETF worth $557K as of Q2 2026.
IRON Financial sold 400 iShares Select Dividend ETF shares in Q2 2026, an estimated $61.6K.
iShares Select Dividend ETF made up 0.23% of IRON Financial's portfolio in Q2 2026, its #74 holding.
IRON Financial first reported a position in iShares Select Dividend ETF in Q1 2014 and has held it in 33 quarters since.
IRON Financial's iShares Select Dividend ETF position peaked at $3.73M in Q1 2015.
729 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.