Melfa Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Melfa Wealth 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	$309K	Hold	1,975	–	–	0.17%	120
2026 Q1	$299K	Hold	1,975	–	–	0.17%	117
2025 Q4	$279K	Hold	1,975	–	–	0.16%	137
2025 Q3	$281K	Buy	1,975 +50	+3%	+$6.92K	0.16%	140
2025 Q2	$256K	Buy	1,925 +25	+1%	+$3.24K	0.16%	143
2025 Q1	$255K	Hold	1,900	–	–	0.17%	138
2024 Q4	$249K	Sell	1,900 -200	-10%	-$27.3K	0.17%	138
2024 Q3	$284K	Hold	2,100	–	–	0.19%	125
2024 Q2	$254K	Hold	2,100	–	–	0.18%	126
2024 Q1	$259K	Buy	+2,100	New	+$246K	0.19%	122

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

Melfa Wealth Management's DVY Position: Q2 2026 in Review

Melfa Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,975 shares worth $309K. The position accounts for 0.17% of the portfolio, ranked #120.

Melfa Wealth Management first reported a position in DVY in Q1 2024 and has held it in 10 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Melfa Wealth Management held 1,975 shares of iShares Select Dividend ETF worth $309K as of Q2 2026.
Melfa Wealth Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.17% of Melfa Wealth Management's portfolio in Q2 2026, its #120 holding.
Melfa Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2024 and has held it in 10 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.