Richardson Financial Services’s iShares Select Dividend ETF DVY Stock Holding History

Richardson Financial Services’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	$77.2K	Hold	494	–	–	0.04%	259
2026 Q1	$74.8K	Hold	494	–	–	0.05%	252
2025 Q4	$69.7K	Hold	494	–	–	0.02%	261
2025 Q3	$70.2K	Hold	494	–	–	0.04%	248
2025 Q2	$66.9K	Hold	494	–	–	0.04%	229
2025 Q1	$66.3K	Hold	494	–	–	0.05%	215
2024 Q4	$64.7K	Buy	494 +75	+18%	+$10.2K	0.05%	233
2024 Q3	$50.7K	Hold	419	–	–	0.03%	257
2024 Q2	$50.7K	Hold	419	–	–	0.04%	246
2024 Q1	$51.6K	Hold	419	–	–	0.04%	247
2023 Q4	$49.1K	Buy	+419	New	+$46.1K	0.04%	213

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

Richardson Financial Services's DVY Position: Q2 2026 in Review

Richardson Financial Services held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 494 shares worth $77.2K. The position accounts for 0.04% of the portfolio, ranked #259.

Richardson Financial Services first reported a position in DVY in Q4 2023 and has held it in 11 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Richardson Financial Services held 494 shares of iShares Select Dividend ETF worth $77.2K as of Q2 2026.
Richardson Financial Services left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.04% of Richardson Financial Services's portfolio in Q2 2026, its #259 holding.
Richardson Financial Services first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 11 quarters since.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.