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PFG Investments’s iShares Select Dividend ETF DVY Stock Holding History

PFG Investments’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 		$1.92M Sell
12,277
-232
-2% -$35.7K 0.07% 231
2026
Q1 		$1.89M Sell
12,509
-434
-3% -$65.5K 0.09% 197
2025
Q4 		$1.83M Buy
12,943
+146
+1% +$20.6K 0.09% 200
2025
Q3 		$1.82M Sell
12,797
-46
-0.4% -$6.37K 0.09% 204
2025
Q2 		$1.71M Sell
12,843
-471
-4% -$61K 0.1% 191
2025
Q1 		$1.79M Sell
13,314
-941
-7% -$126K 0.11% 179
2024
Q4 		$1.87M Sell
14,255
-282
-2% -$38.4K 0.12% 169
2024
Q3 		$1.96M Buy
14,537
+605
+4% +$78.2K 0.13% 160
2024
Q2 		$1.69M Buy
13,932
+637
+5% +$77.3K 0.12% 165
2024
Q1 		$1.64M Buy
13,295
+1,779
+15% +$208K 0.1% 239
2023
Q4 		$1.35M Buy
11,516
+484
+4% +$53.3K 0.25% 89
2023
Q3 		$1.19M Buy
11,032
+325
+3% +$37K 0.22% 93
2023
Q2 		$1.21M Buy
10,707
+5,083
+90% +$579K 0.22% 98
2023
Q1 		$659K Buy
+5,624
New +$680K 0.13% 176

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PFG Investments's DVY Position: Q2 2026 in Review

PFG Investments reduced its iShares Select Dividend ETF (DVY) stake by 1.9% in Q2 2026, selling an estimated $35.7K and leaving 12,277 shares worth $1.92M. The position accounts for 0.07% of the portfolio, ranked #231.

PFG Investments first reported a position in DVY in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.96M in Q3 2024. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • PFG Investments held 12,277 shares of iShares Select Dividend ETF worth $1.92M as of Q2 2026.
  • PFG Investments sold 232 iShares Select Dividend ETF shares in Q2 2026, an estimated $35.7K.
  • iShares Select Dividend ETF made up 0.07% of PFG Investments's portfolio in Q2 2026, its #231 holding.
  • PFG Investments first reported a position in iShares Select Dividend ETF in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's iShares Select Dividend ETF position peaked at $1.96M in Q3 2024.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.