Roble Belko & Company’s iShares Select Dividend ETF DVY Stock Holding History

Roble Belko & Company’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	$5K	Sell	34 -34	-50%	-$5.23K	﹤0.01%	348
2026 Q1	$10K	Hold	68	–	–	﹤0.01%	305
2025 Q4	$10K	Hold	68	–	–	﹤0.01%	306
2025 Q3	$10K	Hold	68	–	–	﹤0.01%	276
2025 Q2	$9K	Buy	+68	New	+$8.8K	﹤0.01%	278
2020 Q2	–	Sell	-4	Closed	–	–	323
2020 Q1	$0	Hold	4	–	–	﹤0.01%	328
2019 Q4	$0	Hold	4	–	–	﹤0.01%	338
2019 Q3	$0	Hold	4	–	–	﹤0.01%	338
2019 Q2	$0	Hold	4	–	–	﹤0.01%	347
2019 Q1	$0	Hold	4	–	–	﹤0.01%	315
2018 Q4	$0	Hold	4	–	–	﹤0.01%	315
2018 Q3	$0	Hold	4	–	–	﹤0.01%	319
2018 Q2	$0	Hold	4	–	–	﹤0.01%	326
2018 Q1	$0	Hold	4	–	–	﹤0.01%	337
2017 Q4	$0	Hold	4	–	–	﹤0.01%	318
2017 Q3	$0	Hold	4	–	–	﹤0.01%	294
2017 Q2	$0	Hold	4	–	–	﹤0.01%	314
2017 Q1	$0	Hold	4	–	–	﹤0.01%	352
2016 Q4	$0	Hold	4	–	–	﹤0.01%	382
2016 Q3	$0	Hold	4	–	–	﹤0.01%	305
2016 Q2	$0	Hold	4	–	–	﹤0.01%	272
2016 Q1	$0	Hold	4	–	–	﹤0.01%	264
2015 Q4	$0	Hold	4	–	–	﹤0.01%	224
2015 Q3	$0	Hold	4	–	–	﹤0.01%	212
2015 Q2	$0	Hold	4	–	–	﹤0.01%	242
2015 Q1	$0	Buy	+4	New	+$316	﹤0.01%	239

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

Roble Belko & Company's DVY Position: Q2 2026 in Review

Roble Belko & Company reduced its iShares Select Dividend ETF (DVY) stake by 50% in Q2 2026, selling an estimated $5.23K and leaving 34 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Roble Belko & Company first reported a position in DVY in Q1 2015 and has held it in 26 quarters since. The position peaked at $10K in Q1 2026. 1,425 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Roble Belko & Company held 34 shares of iShares Select Dividend ETF worth $5K as of Q2 2026.
Roble Belko & Company sold 34 iShares Select Dividend ETF shares in Q2 2026, an estimated $5.23K.
iShares Select Dividend ETF made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #348 holding.
Roble Belko & Company first reported a position in iShares Select Dividend ETF in Q1 2015 and has held it in 26 quarters since.
Roble Belko & Company's iShares Select Dividend ETF position peaked at $10K in Q1 2026.
1,425 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.