Prepared Retirement Institute’s iShares Select Dividend ETF DVY Stock Holding History

Prepared Retirement Institute’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	$1.56M	Buy	9,995 +1,625	+19%	+$250K	0.67%	28
2026 Q1	$1.27M	Buy	8,370 +2,383	+40%	+$360K	0.63%	27
2025 Q4	$845K	Buy	5,987 +3,361	+128%	+$475K	0.43%	33
2025 Q3	$373K	Buy	+2,626	New	+$364K	0.19%	57

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

Prepared Retirement Institute's DVY Position: Q2 2026 in Review

Prepared Retirement Institute increased its iShares Select Dividend ETF (DVY) stake by 19% in Q2 2026, buying an estimated $250K and bringing the position to 9,995 shares worth $1.56M. The position accounts for 0.67% of the portfolio, ranked #28.

Prepared Retirement Institute first reported a position in DVY in Q3 2025 and has held it in 4 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Prepared Retirement Institute held 9,995 shares of iShares Select Dividend ETF worth $1.56M as of Q2 2026.
Prepared Retirement Institute bought 1,625 iShares Select Dividend ETF shares in Q2 2026, an estimated $250K.
iShares Select Dividend ETF made up 0.67% of Prepared Retirement Institute's portfolio in Q2 2026, its #28 holding.
Prepared Retirement Institute first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 4 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.