Ironwood Investment Counsel’s iShares Select Dividend ETF DVY Stock Holding History

Ironwood Investment 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	$240K	Sell	1,533 -316	-17%	-$48.6K	0.03%	256
2026 Q1	$280K	Sell	1,849 -14	-0.8%	-$2.11K	0.04%	225
2025 Q4	$263K	Sell	1,863 -845	-31%	-$119K	0.04%	235
2025 Q3	$385K	Hold	2,708	–	–	0.06%	196
2025 Q2	$360K	Buy	2,708 +263	+11%	+$34.1K	0.06%	192
2025 Q1	$328K	Hold	2,445	–	–	0.06%	190
2024 Q4	$321K	Hold	2,445	–	–	0.05%	193
2024 Q3	$330K	Hold	2,445	–	–	0.06%	201
2024 Q2	$296K	Hold	2,445	–	–	0.05%	215
2024 Q1	$301K	Hold	2,445	–	–	0.05%	208
2023 Q4	$287K	Sell	2,445 -55	-2%	-$6.05K	0.05%	207
2023 Q3	$2.57M	Hold	2,500	–	–	0.54%	52
2023 Q2	$283K	Sell	2,500 -260	-9%	-$29.6K	0.06%	173
2023 Q1	$323K	Hold	2,760	–	–	0.08%	163
2022 Q4	$333K	Buy	2,760 +260	+10%	+$30.8K	0.08%	156
2022 Q3	$268K	Buy	+2,500	New	+$300K	0.08%	153

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

Ironwood Investment Counsel's DVY Position: Q2 2026 in Review

Ironwood Investment Counsel reduced its iShares Select Dividend ETF (DVY) stake by 17% in Q2 2026, selling an estimated $48.6K and leaving 1,533 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #256.

Ironwood Investment Counsel first reported a position in DVY in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.57M in Q3 2023. 988 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Ironwood Investment Counsel held 1,533 shares of iShares Select Dividend ETF worth $240K as of Q2 2026.
Ironwood Investment Counsel sold 316 iShares Select Dividend ETF shares in Q2 2026, an estimated $48.6K.
iShares Select Dividend ETF made up 0.03% of Ironwood Investment Counsel's portfolio in Q2 2026, its #256 holding.
Ironwood Investment Counsel first reported a position in iShares Select Dividend ETF in Q3 2022 and has held it in 16 quarters since.
Ironwood Investment Counsel's iShares Select Dividend ETF position peaked at $2.57M in Q3 2023.
988 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.