Perryman Financial Advisory’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Perryman Financial Advisory's DVY Position: Q2 2026 in Review
Perryman Financial Advisory reduced its iShares Select Dividend ETF (DVY) stake by 0.64% in Q2 2026, selling an estimated $12.6K and leaving 12,792 shares worth $2M. The position accounts for 0.27% of the portfolio, ranked #70.
Perryman Financial Advisory first reported a position in DVY in Q4 2025 and has held it in 3 quarters since. 1,428 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Perryman Financial Advisory held 12,792 shares of iShares Select Dividend ETF worth $2M as of Q2 2026.
- Perryman Financial Advisory sold 82 iShares Select Dividend ETF shares in Q2 2026, an estimated $12.6K.
- iShares Select Dividend ETF made up 0.27% of Perryman Financial Advisory's portfolio in Q2 2026, its #70 holding.
- Perryman Financial Advisory first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
- 1,428 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.