Madrona Financial Services’s iShares Select Dividend ETF DVY Stock Holding History

Madrona Financial Services’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	$270K	Sell	1,728 -73	-4%	-$11.2K	0.05%	113
2026 Q1	$273K	Sell	1,801 -2,291	-56%	-$346K	0.06%	95
2025 Q4	$578K	Sell	4,092 -63	-2%	-$8.9K	0.12%	63
2025 Q3	$590K	Sell	4,155 -19	-0.5%	-$2.63K	0.13%	54
2025 Q2	$554K	Buy	4,174 +234	+6%	+$30.3K	0.13%	56
2025 Q1	$529K	Buy	3,940 +98	+3%	+$13.1K	0.15%	55
2024 Q4	$504K	Sell	3,842 -156	-4%	-$21.3K	0.14%	56
2024 Q3	$540K	Hold	3,998	–	–	0.15%	55
2024 Q2	$484K	Buy	3,998 +8	+0.2%	+$971	0.15%	56
2024 Q1	$491K	Hold	3,990	–	–	0.17%	51
2023 Q4	$468K	Sell	3,990 -427	-10%	-$47K	0.18%	48
2023 Q3	$475K	Hold	4,417	–	–	0.22%	55
2023 Q2	$500K	Sell	4,417 -47	-1%	-$5.35K	0.24%	55
2023 Q1	$523K	Buy	4,464 +21	+0.5%	+$2.54K	0.28%	44
2022 Q4	$536K	Sell	4,443 -67	-1%	-$7.93K	0.31%	34
2022 Q3	$484K	Sell	4,510 -75	-2%	-$8.99K	0.3%	36
2022 Q2	$540K	Sell	4,585 -20	-0.4%	-$2.5K	0.32%	38
2022 Q1	$590K	Hold	4,605	–	–	0.29%	43
2021 Q4	$565K	Buy	4,605 +550	+14%	+$65.6K	0.24%	41
2021 Q3	$465K	Buy	+4,055	New	+$474K	0.22%	41
2020 Q1	–	Sell	-2,310	Closed	-$244K	–	47
2019 Q4	$244K	Hold	2,310	–	–	0.18%	56
2019 Q3	$236K	Hold	2,310	–	–	0.17%	54
2019 Q2	$230K	Buy	+2,310	New	+$228K	0.21%	49

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

Madrona Financial Services's DVY Position: Q2 2026 in Review

Madrona Financial Services reduced its iShares Select Dividend ETF (DVY) stake by 4.1% in Q2 2026, selling an estimated $11.2K and leaving 1,728 shares worth $270K. The position accounts for 0.05% of the portfolio, ranked #113.

Madrona Financial Services first reported a position in DVY in Q2 2019 and has held it in 23 quarters since. The position peaked at $590K in Q3 2025. 1,425 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Madrona Financial Services held 1,728 shares of iShares Select Dividend ETF worth $270K as of Q2 2026.
Madrona Financial Services sold 73 iShares Select Dividend ETF shares in Q2 2026, an estimated $11.2K.
iShares Select Dividend ETF made up 0.05% of Madrona Financial Services's portfolio in Q2 2026, its #113 holding.
Madrona Financial Services first reported a position in iShares Select Dividend ETF in Q2 2019 and has held it in 23 quarters since.
Madrona Financial Services's iShares Select Dividend ETF position peaked at $590K in Q3 2025.
1,425 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.