Montis Financial’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Montis Financial's DVY Position: Q2 2026 in Review
Montis Financial increased its iShares Select Dividend ETF (DVY) stake by 14% in Q2 2026, buying an estimated $235K and bringing the position to 12,375 shares worth $1.93M. The position accounts for 0.4% of the portfolio, ranked #42.
Montis Financial first reported a position in DVY in Q3 2025 and has held it in 4 quarters since. 1,420 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Montis Financial held 12,375 shares of iShares Select Dividend ETF worth $1.93M as of Q2 2026.
- Montis Financial bought 1,526 iShares Select Dividend ETF shares in Q2 2026, an estimated $235K.
- iShares Select Dividend ETF made up 0.4% of Montis Financial's portfolio in Q2 2026, its #42 holding.
- Montis Financial first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 4 quarters since.
- 1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.