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

Mayflower 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	$2.14M	Sell	13,686 -753	-5%	-$116K	0.18%	111
2026 Q1	$2.19M	Buy	14,439 +7	+0%	+$1.06K	0.27%	92
2025 Q4	$2.04M	Buy	14,432 +9	+0.1%	+$1.27K	0.25%	93
2025 Q3	$2.05M	Sell	14,423 -628	-4%	-$87K	0.26%	88
2025 Q2	$2M	Sell	15,051 -3	-0%	-$388	0.28%	86
2025 Q1	$2.02M	Buy	15,054 +681	+5%	+$91.3K	0.31%	77
2024 Q4	$1.89M	Sell	14,373 -1,236	-8%	-$168K	0.28%	80
2024 Q3	$2.11M	Sell	15,609 -117	-0.7%	-$15.1K	0.32%	73
2024 Q2	$1.9M	Sell	15,726 -36	-0.2%	-$4.37K	0.31%	73
2024 Q1	$1.94M	Buy	15,762 +5	+0%	+$586	0.32%	76
2023 Q4	$1.85M	Sell	15,757 -38	-0.2%	-$4.18K	0.26%	82
2023 Q3	$1.7M	Buy	15,795 +334	+2%	+$38K	0.25%	83
2023 Q2	$1.75M	Sell	15,461 -150	-1%	-$17.1K	0.23%	90
2023 Q1	$1.83M	Sell	15,611 -465	-3%	-$56.2K	0.24%	83
2022 Q4	$1.94M	Buy	16,076 +105	+0.7%	+$12.4K	0.27%	75
2022 Q3	$1.71M	Buy	15,971 +600	+4%	+$71.9K	0.28%	73
2022 Q2	$1.81M	Sell	15,371 -450	-3%	-$56.3K	0.28%	72
2022 Q1	$2.03M	Hold	15,821	–	–	0.27%	68
2021 Q4	$1.94M	Hold	15,821	–	–	0.26%	72
2021 Q3	$1.88M	Sell	15,821 -315	-2%	-$36.8K	0.25%	74
2021 Q2	$1.88M	Buy	16,136 +1,380	+9%	+$164K	0.26%	69
2021 Q1	$1.68M	Sell	14,756 -75	-0.5%	-$7.93K	0.25%	70
2020 Q4	$1.43M	Buy	+14,831	New	+$1.35M	0.25%	68

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

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

Mayflower Financial Advisors reduced its iShares Select Dividend ETF (DVY) stake by 5.2% in Q2 2026, selling an estimated $116K and leaving 13,686 shares worth $2.14M. The position accounts for 0.18% of the portfolio, ranked #111.

Mayflower Financial Advisors first reported a position in DVY in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.19M in Q1 2026. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Mayflower Financial Advisors held 13,686 shares of iShares Select Dividend ETF worth $2.14M as of Q2 2026.
Mayflower Financial Advisors sold 753 iShares Select Dividend ETF shares in Q2 2026, an estimated $116K.
iShares Select Dividend ETF made up 0.18% of Mayflower Financial Advisors's portfolio in Q2 2026, its #111 holding.
Mayflower Financial Advisors first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 23 quarters since.
Mayflower Financial Advisors's iShares Select Dividend ETF position peaked at $2.19M in Q1 2026.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.