Larson Financial Group’s iShares Select Dividend ETF DVY Stock Holding History

Larson Financial Group’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	$474K	Sell	3,034 -30	-1%	-$4.62K	0.01%	575
2026 Q1	$464K	Buy	3,064 +3	+0.1%	+$453	0.01%	499
2025 Q4	$432K	Buy	3,061 +1,667	+120%	+$235K	0.01%	505
2025 Q3	$198K	Buy	1,394 +6	+0.4%	+$831	0.01%	695
2025 Q2	$184K	Buy	1,388 +62	+5%	+$8.03K	0.01%	677
2025 Q1	$178K	Buy	1,326 +15	+1%	+$2.01K	0.01%	645
2024 Q4	$172K	Buy	1,311 +13	+1%	+$1.77K	0.01%	604
2024 Q3	$175K	Buy	1,298 +14	+1%	+$1.81K	0.01%	608
2024 Q2	$155K	Buy	1,284 +1,126	+713%	+$137K	0.01%	537
2024 Q1	$19.4K	Buy	158 +1	+0.6%	+$117	﹤0.01%	896
2023 Q4	$18.4K	Buy	157 +3	+2%	+$330	﹤0.01%	874
2023 Q3	$16.6K	Hold	154	–	–	﹤0.01%	867
2023 Q2	$17.5K	Hold	154	–	–	﹤0.01%	775
2023 Q1	$18.1K	Hold	154	–	–	﹤0.01%	767
2022 Q4	$18.6K	Hold	154	–	–	﹤0.01%	709
2022 Q3	$17K	Hold	154	–	–	﹤0.01%	662
2022 Q2	$18K	Hold	154	–	–	﹤0.01%	562
2022 Q1	$20K	Hold	154	–	–	﹤0.01%	524
2021 Q4	$19K	Hold	154	–	–	﹤0.01%	551
2021 Q3	$18K	Hold	154	–	–	﹤0.01%	485
2021 Q2	$18K	Hold	154	–	–	﹤0.01%	453
2021 Q1	$18K	Hold	154	–	–	0.01%	429
2020 Q4	$15K	Hold	154	–	–	0.01%	420
2020 Q3	$13K	Hold	154	–	–	0.01%	390
2020 Q2	$12K	Hold	154	–	–	0.01%	356
2020 Q1	$11K	Buy	154 +100	+185%	+$9.56K	0.01%	278
2019 Q4	$6K	Buy	+54	New	+$5.56K	﹤0.01%	347

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

Larson Financial Group's DVY Position: Q2 2026 in Review

Larson Financial Group reduced its iShares Select Dividend ETF (DVY) stake by 0.98% in Q2 2026, selling an estimated $4.62K and leaving 3,034 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #575.

Larson Financial Group first reported a position in DVY in Q4 2019 and has held it in 27 quarters since. 1,422 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Larson Financial Group held 3,034 shares of iShares Select Dividend ETF worth $474K as of Q2 2026.
Larson Financial Group sold 30 iShares Select Dividend ETF shares in Q2 2026, an estimated $4.62K.
iShares Select Dividend ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #575 holding.
Larson Financial Group first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 27 quarters since.
1,422 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.