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

Merit 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 		$3.09M Buy
19,769
+11,469
+138% +$1.77M 0.02% 576
2026
Q1 		$1.26M Buy
8,300
+1,830
+28% +$276K 0.01% 873
2025
Q4 		$913K Sell
6,470
-291
-4% -$41.1K 0.01% 995
2025
Q3 		$961K Sell
6,761
-375
-5% -$51.9K 0.01% 879
2025
Q2 		$948K Buy
7,136
+4,318
+153% +$559K 0.01% 819
2025
Q1 		$378K Sell
2,818
-1,416
-33% -$190K 0.01% 1047
2024
Q4 		$556K Sell
4,234
-1,467
-26% -$200K 0.01% 694
2024
Q3 		$770K Buy
5,701
+3,714
+187% +$480K 0.02% 469
2024
Q2 		$240K Buy
1,987
+134
+7% +$16.3K 0.01% 797
2024
Q1 		$225K Sell
1,853
-62
-3% -$7.26K 0.01% 789
2023
Q4 		$225K Buy
+1,915
New +$211K 0.01% 693

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

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

Merit Financial Group increased its iShares Select Dividend ETF (DVY) stake by 138% in Q2 2026, buying an estimated $1.77M and bringing the position to 19,769 shares worth $3.09M. The position accounts for 0.02% of the portfolio, ranked #576.

Merit Financial Group first reported a position in DVY in Q4 2023 and has held it in 11 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Merit Financial Group held 19,769 shares of iShares Select Dividend ETF worth $3.09M as of Q2 2026.
  • Merit Financial Group bought 11,469 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.77M.
  • iShares Select Dividend ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #576 holding.
  • Merit Financial Group first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

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