Post Resch Tallon Group’s iShares Select Dividend ETF DVY Stock Holding History

Post Resch Tallon 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	$234K	Hold	1,500	–	–	0.16%	111
2026 Q1	$227K	Hold	1,500	–	–	0.18%	97
2025 Q4	$212K	Hold	1,500	–	–	0.18%	96
2025 Q3	$213K	Buy	+1,500	New	+$208K	0.19%	93
2025 Q2	–	Sell	-1,500	Closed	-$200K	–	103
2025 Q1	$200K	Buy	+1,500	New	+$201K	0.2%	88

Other funds holding DVY

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Post Resch Tallon Group's DVY Position: Q2 2026 in Review

Post Resch Tallon Group held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,500 shares worth $234K. The position accounts for 0.16% of the portfolio, ranked #111.

Post Resch Tallon Group first reported a position in DVY in Q1 2025 and has held it in 5 quarters since. 497 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Post Resch Tallon Group held 1,500 shares of iShares Select Dividend ETF worth $234K as of Q2 2026.
Post Resch Tallon Group left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.16% of Post Resch Tallon Group's portfolio in Q2 2026, its #111 holding.
Post Resch Tallon Group first reported a position in iShares Select Dividend ETF in Q1 2025 and has held it in 5 quarters since.
497 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.