Middleton & Co’s iShares Select Dividend ETF DVY Stock Holding History

Middleton & Co’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	–	Sell	-1,675	Closed	-$254K	–	171
2026 Q1	$254K	Hold	1,675	–	–	0.03%	147
2025 Q4	$236K	Hold	1,675	–	–	0.03%	152
2025 Q3	$238K	Hold	1,675	–	–	0.03%	152
2025 Q2	$222K	Hold	1,675	–	–	0.03%	149
2025 Q1	$225K	Hold	1,675	–	–	0.03%	148
2024 Q4	$220K	Hold	1,675	–	–	0.02%	148
2024 Q3	$226K	Hold	1,675	–	–	0.03%	155
2024 Q2	$203K	Buy	+1,675	New	+$203K	0.02%	163
2022 Q2	–	Sell	-1,600	Closed	-$205K	–	156
2022 Q1	$205K	Buy	+1,600	New	+$200K	0.02%	158

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

Middleton & Co's DVY Position: Q2 2026 in Review

Middleton & Co sold out of iShares Select Dividend ETF (DVY) in Q2 2026, closing a stake of 1,675 shares — an estimated $254K sold.

Middleton & Co first reported a position in DVY in Q1 2022 and held it in 9 quarters. The position peaked at $254K in Q1 2026. 1,422 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Middleton & Co reported no remaining iShares Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
Middleton & Co sold 1,675 iShares Select Dividend ETF shares in Q2 2026, an estimated $254K.
Middleton & Co first reported a position in iShares Select Dividend ETF in Q1 2022 and held it in 9 quarters.
Middleton & Co's iShares Select Dividend ETF position peaked at $254K in Q1 2026.
1,422 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Middleton & Co's 13F filing for Q2 2026, filed 10 Aug 2026.