Kelleher Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Kelleher Financial Advisors’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	$43K	Buy	275 +133	+94%	+$20.5K	0.01%	459
2026 Q1	$21.3K	Hold	142	–	–	0.01%	465
2025 Q4	$20K	Hold	142	–	–	﹤0.01%	512
2025 Q3	$20.2K	Buy	+142	New	+$19.7K	0.01%	436

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

Kelleher Financial Advisors's DVY Position: Q2 2026 in Review

Kelleher Financial Advisors increased its iShares Select Dividend ETF (DVY) stake by 94% in Q2 2026, buying an estimated $20.5K and bringing the position to 275 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #459.

Kelleher Financial Advisors first reported a position in DVY in Q3 2025 and has held it in 4 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Kelleher Financial Advisors held 275 shares of iShares Select Dividend ETF worth $43K as of Q2 2026.
Kelleher Financial Advisors bought 133 iShares Select Dividend ETF shares in Q2 2026, an estimated $20.5K.
iShares Select Dividend ETF made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #459 holding.
Kelleher Financial Advisors first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 4 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.