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Marshall Investment Management’s iShares Select Dividend ETF DVY Stock Holding History

Marshall Investment Management’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 		$58.1K Buy
371
+3
+0.8% +$462 0.02% 120
2026
Q1 		$55.8K Buy
+368
New +$55.6K 0.03% 118
2025
Q2 		– Sell
-355
Closed -$47.7K – 70
2025
Q1 		$47.7K Buy
355
+7
+2% +$939 0.03% 112
2024
Q4 		$47.1K Buy
+348
New +$47.4K 0.03% 105

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Marshall Investment Management's DVY Position: Q2 2026 in Review

Marshall Investment Management increased its iShares Select Dividend ETF (DVY) stake by 0.82% in Q2 2026, buying an estimated $462 and bringing the position to 371 shares worth $58.1K. The position accounts for 0.02% of the portfolio, ranked #120.

Marshall Investment Management first reported a position in DVY in Q4 2024 and has held it in 4 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Marshall Investment Management held 371 shares of iShares Select Dividend ETF worth $58.1K as of Q2 2026.
  • Marshall Investment Management bought 3 iShares Select Dividend ETF shares in Q2 2026, an estimated $462.
  • iShares Select Dividend ETF made up 0.02% of Marshall Investment Management's portfolio in Q2 2026, its #120 holding.
  • Marshall Investment Management first reported a position in iShares Select Dividend ETF in Q4 2024 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 Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.