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

Mesirow Financial 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	$1.41M	Sell	9,002 -196	-2%	-$30.2K	0.02%	243
2026 Q1	$1.39M	Buy	9,198 +792	+9%	+$120K	0.02%	235
2025 Q4	$1.19M	Sell	8,406 -1,141	-12%	-$161K	0.02%	226
2025 Q3	$1.36M	Sell	9,547 -82	-0.9%	-$11.4K	0.02%	236
2025 Q2	$1.28M	Buy	9,629 +98	+1%	+$12.7K	0.02%	237
2025 Q1	$1.28M	Buy	9,531 +3,286	+53%	+$441K	0.02%	238
2024 Q4	$820K	Sell	6,245 -251	-4%	-$34.2K	0.02%	286
2024 Q3	$877K	Buy	6,496 +287	+5%	+$37.1K	0.02%	281
2024 Q2	$751K	Sell	6,209 -1	-0%	-$121	0.02%	280
2024 Q1	$765K	Hold	6,210	–	–	0.02%	291
2023 Q4	$728K	Buy	+6,210	New	+$683K	0.03%	256

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

Mesirow Financial Investment Management's DVY Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its iShares Select Dividend ETF (DVY) stake by 2.1% in Q2 2026, selling an estimated $30.2K and leaving 9,002 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #243.

Mesirow Financial Investment Management 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.

Mesirow Financial Investment Management held 9,002 shares of iShares Select Dividend ETF worth $1.41M as of Q2 2026.
Mesirow Financial Investment Management sold 196 iShares Select Dividend ETF shares in Q2 2026, an estimated $30.2K.
iShares Select Dividend ETF made up 0.02% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #243 holding.
Mesirow Financial Investment Management 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 Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.