Nalls Sherbakoff Group’s iShares Select Dividend ETF DVY Stock Holding History

Nalls Sherbakoff 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	$67.5K	Sell	432 -199	-32%	-$30.6K	0.05%	159
2026 Q1	$95.6K	Hold	631	–	–	0.07%	142
2025 Q4	$89.1K	Buy	631 +94	+18%	+$13.3K	0.06%	150
2025 Q3	$76.3K	Hold	537	–	–	0.05%	167
2025 Q2	$71.3K	Hold	537	–	–	0.05%	167
2025 Q1	$72.1K	Buy	+537	New	+$72K	0.06%	155
2023 Q4	$62.9K	Sell	537 -130	-19%	-$14.3K	0.06%	149
2023 Q3	$71.8K	Buy	667 +1	+0.2%	+$114	0.07%	134
2023 Q2	$72.2K	Hold	666	–	–	0.07%	136
2023 Q1	$77.2K	Buy	+666	New	+$80.6K	0.08%	134
2018 Q4	$119K	Buy	+1,333	New	+$128K	0.19%	66

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

Nalls Sherbakoff Group's DVY Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its iShares Select Dividend ETF (DVY) stake by 32% in Q2 2026, selling an estimated $30.6K and leaving 432 shares worth $67.5K. The position accounts for 0.05% of the portfolio, ranked #159.

Nalls Sherbakoff Group first reported a position in DVY in Q4 2018 and has held it in 11 quarters since. The position peaked at $119K in Q4 2018. 1,417 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Nalls Sherbakoff Group held 432 shares of iShares Select Dividend ETF worth $67.5K as of Q2 2026.
Nalls Sherbakoff Group sold 199 iShares Select Dividend ETF shares in Q2 2026, an estimated $30.6K.
iShares Select Dividend ETF made up 0.05% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #159 holding.
Nalls Sherbakoff Group first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's iShares Select Dividend ETF position peaked at $119K in Q4 2018.
1,417 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.