Ritter Daniher Financial Advisory’s iShares Select Dividend ETF DVY Stock Holding History

Ritter Daniher Financial Advisory’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	$511K	Buy	3,271 +1	+0%	+$154	0.08%	104
2026 Q1	$495K	Hold	3,270	–	–	0.08%	103
2025 Q4	$462K	Buy	3,270 +19	+0.6%	+$2.68K	0.08%	102
2025 Q3	$462K	Hold	3,251	–	–	0.08%	105
2025 Q2	$432K	Hold	3,251	–	–	0.11%	58
2025 Q1	$437K	Hold	3,251	–	–	0.12%	53
2024 Q4	$427K	Hold	3,251	–	–	0.12%	52
2024 Q3	$439K	Sell	3,251 -60	-2%	-$7.76K	0.13%	53
2024 Q2	$401K	Buy	3,311 +75	+2%	+$9.1K	0.13%	55
2024 Q1	$399K	Sell	3,236 -45	-1%	-$5.27K	0.13%	54
2023 Q4	$385K	Buy	3,281 +2,210	+206%	+$243K	0.14%	55
2023 Q3	$115K	Hold	1,071	–	–	0.05%	100
2023 Q2	$121K	Hold	1,071	–	–	0.05%	91
2023 Q1	$125K	Hold	1,071	–	–	0.06%	88
2022 Q4	$129K	Sell	1,071 -543	-34%	-$64.2K	0.06%	88
2022 Q3	$173K	Hold	1,614	–	–	0.12%	69
2022 Q2	$190K	Buy	1,614 +543	+51%	+$68K	0.14%	64
2022 Q1	$137K	Hold	1,071	–	–	0.09%	74
2021 Q4	$131K	Hold	1,071	–	–	0.09%	78
2021 Q3	$123K	Buy	1,071 +10	+0.9%	+$1.17K	0.09%	76
2021 Q2	$124K	Hold	1,061	–	–	0.09%	72
2021 Q1	$121K	Sell	1,061 -35	-3%	-$3.7K	0.1%	68
2020 Q4	$105K	Buy	+1,096	New	+$99.5K	0.09%	68

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

Ritter Daniher Financial Advisory's DVY Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its iShares Select Dividend ETF (DVY) stake by 0.03% in Q2 2026, buying an estimated $154 and bringing the position to 3,271 shares worth $511K. The position accounts for 0.08% of the portfolio, ranked #104.

Ritter Daniher Financial Advisory first reported a position in DVY in Q4 2020 and has held it in 23 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Ritter Daniher Financial Advisory held 3,271 shares of iShares Select Dividend ETF worth $511K as of Q2 2026.
Ritter Daniher Financial Advisory bought 1 iShares Select Dividend ETF share in Q2 2026, an estimated $154.
iShares Select Dividend ETF made up 0.08% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #104 holding.
Ritter Daniher Financial Advisory first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 23 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.