Prosperity Financial Group’s iShares Select Dividend ETF DVY Stock Holding History

Prosperity Financial 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	$271K	Buy	1,737 +65	+4%	+$10K	0.08%	164
2026 Q1	$253K	Sell	1,672 -25	-1%	-$3.77K	0.09%	160
2025 Q4	$240K	Buy	1,697 +50	+3%	+$7.06K	0.09%	155
2025 Q3	$234K	Hold	1,647	–	–	0.09%	149
2025 Q2	$219K	Buy	+1,647	New	+$213K	0.09%	152

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

Prosperity Financial Group's DVY Position: Q2 2026 in Review

Prosperity Financial Group increased its iShares Select Dividend ETF (DVY) stake by 3.9% in Q2 2026, buying an estimated $10K and bringing the position to 1,737 shares worth $271K. The position accounts for 0.08% of the portfolio, ranked #164.

Prosperity Financial Group first reported a position in DVY in Q2 2025 and has held it in 5 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Prosperity Financial Group held 1,737 shares of iShares Select Dividend ETF worth $271K as of Q2 2026.
Prosperity Financial Group bought 65 iShares Select Dividend ETF shares in Q2 2026, an estimated $10K.
iShares Select Dividend ETF made up 0.08% of Prosperity Financial Group's portfolio in Q2 2026, its #164 holding.
Prosperity Financial Group first reported a position in iShares Select Dividend ETF in Q2 2025 and has held it in 5 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.