Morris Financial Concepts’s iShares Select Dividend ETF DVY Stock Holding History

Morris Financial Concepts’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	$60.8K	Buy	389 +1	+0.3%	+$154	0.02%	156
2026 Q1	$58.7K	Sell	388 -9	-2%	-$1.36K	0.02%	155
2025 Q4	$56K	Hold	397	–	–	0.02%	153
2025 Q3	$56.4K	Hold	397	–	–	0.02%	157
2025 Q2	$52.7K	Sell	397 -1	-0.3%	-$129	0.02%	153
2025 Q1	$53.4K	Sell	398 -36	-8%	-$4.83K	0.02%	152
2024 Q4	$56.9K	Hold	434	–	–	0.02%	142
2024 Q3	$58.6K	Sell	434 -8	-2%	-$1.03K	0.03%	147
2024 Q2	$53.4K	Sell	442 -12	-3%	-$1.46K	0.03%	120
2024 Q1	$55.9K	Sell	454 -16	-3%	-$1.87K	0.03%	116
2023 Q4	$55K	Sell	470 -1	-0.2%	-$110	0.03%	114
2023 Q3	$50.6K	Sell	471 -2	-0.4%	-$227	0.03%	105
2023 Q2	$53.5K	Sell	473 -6	-1%	-$683	0.03%	106
2023 Q1	$56.1K	Sell	479 -9	-2%	-$1.09K	0.04%	103
2022 Q4	$58.8K	Hold	488	–	–	0.05%	97
2022 Q3	$52K	Sell	488 -1	-0.2%	-$120	0.05%	79
2022 Q2	$57K	Buy	489 +46	+10%	+$5.76K	0.05%	85
2022 Q1	$57K	Hold	443	–	–	0.05%	84
2021 Q4	$54K	Buy	+443	New	+$52.8K	0.05%	77

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

Morris Financial Concepts's DVY Position: Q2 2026 in Review

Morris Financial Concepts increased its iShares Select Dividend ETF (DVY) stake by 0.26% in Q2 2026, buying an estimated $154 and bringing the position to 389 shares worth $60.8K. The position accounts for 0.02% of the portfolio, ranked #156.

Morris Financial Concepts first reported a position in DVY in Q4 2021 and has held it in 19 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Morris Financial Concepts held 389 shares of iShares Select Dividend ETF worth $60.8K as of Q2 2026.
Morris Financial Concepts bought 1 iShares Select Dividend ETF share in Q2 2026, an estimated $154.
iShares Select Dividend ETF made up 0.02% of Morris Financial Concepts's portfolio in Q2 2026, its #156 holding.
Morris Financial Concepts first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 19 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.