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John Boyer Inc’s iShares Select Dividend ETF DVY Stock Holding History

John Boyer Inc’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 		$434K Buy
2,779
+24
+0.9% +$3.69K 0.38% 27
2026
Q1 		$417K Buy
2,755
+15
+0.5% +$2.27K 0.42% 27
2025
Q4 		$387K Sell
2,740
-222
-7% -$31.4K 0.39% 27
2025
Q3 		$421K Buy
+2,962
New +$410K 0.42% 26

Other funds holding DVY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

John Boyer Inc's DVY Position: Q2 2026 in Review

John Boyer Inc increased its iShares Select Dividend ETF (DVY) stake by 0.87% in Q2 2026, buying an estimated $3.69K and bringing the position to 2,779 shares worth $434K. The position accounts for 0.38% of the portfolio, ranked #27.

John Boyer Inc first reported a position in DVY in Q3 2025 and has held it in 4 quarters since. 1,370 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • John Boyer Inc held 2,779 shares of iShares Select Dividend ETF worth $434K as of Q2 2026.
  • John Boyer Inc bought 24 iShares Select Dividend ETF shares in Q2 2026, an estimated $3.69K.
  • iShares Select Dividend ETF made up 0.38% of John Boyer Inc's portfolio in Q2 2026, its #27 holding.
  • John Boyer Inc first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,370 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on John Boyer Inc's 13F filing for Q2 2026, filed 7 Aug 2026.