Rik Saylor Financial’s iShares Select Dividend ETF DVY Stock Holding History

Rik Saylor Financial’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	$734K	Sell	4,695 -179	-4%	-$27.6K	0.49%	59
2026 Q1	$738K	Buy	4,874 +22	+0.5%	+$3.32K	0.56%	56
2025 Q4	$685K	Sell	4,852 -96	-2%	-$13.6K	0.5%	56
2025 Q3	$703K	Sell	4,948 -23	-0.5%	-$3.19K	0.51%	55
2025 Q2	$660K	Sell	4,971 -188	-4%	-$24.3K	0.51%	56
2025 Q1	$693K	Buy	5,159 +21	+0.4%	+$2.82K	0.61%	47
2024 Q4	$675K	Buy	+5,138	New	+$700K	0.62%	49

Other funds holding DVY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NCM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Rik Saylor Financial's DVY Position: Q2 2026 in Review

Rik Saylor Financial reduced its iShares Select Dividend ETF (DVY) stake by 3.7% in Q2 2026, selling an estimated $27.6K and leaving 4,695 shares worth $734K. The position accounts for 0.49% of the portfolio, ranked #59.

Rik Saylor Financial first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $738K in Q1 2026. 869 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Rik Saylor Financial held 4,695 shares of iShares Select Dividend ETF worth $734K as of Q2 2026.
Rik Saylor Financial sold 179 iShares Select Dividend ETF shares in Q2 2026, an estimated $27.6K.
iShares Select Dividend ETF made up 0.49% of Rik Saylor Financial's portfolio in Q2 2026, its #59 holding.
Rik Saylor Financial first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Rik Saylor Financial's iShares Select Dividend ETF position peaked at $738K in Q1 2026.
869 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.