Romano Brothers & Co’s iShares Select Dividend ETF DVY Stock Holding History

Romano Brothers & Co’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	$1.6M	Hold	10,231	–	–	0.16%	142
2026 Q1	$1.55M	Buy	10,231 +208	+2%	+$31.4K	0.18%	136
2025 Q4	$1.41M	Buy	10,023 +70	+0.7%	+$9.89K	0.16%	139
2025 Q3	$1.41M	Hold	9,953	–	–	0.16%	136
2025 Q2	$1.32M	Hold	9,953	–	–	0.16%	133
2025 Q1	$1.34M	Hold	9,953	–	–	0.17%	133
2024 Q4	$1.31M	Hold	9,953	–	–	0.16%	136
2024 Q3	$1.34M	Sell	9,953 -115	-1%	-$14.9K	0.17%	139
2024 Q2	$1.22M	Sell	10,068 -385	-4%	-$46.7K	0.17%	136
2024 Q1	$1.29M	Hold	10,453	–	–	0.18%	136
2023 Q4	$1.23M	Sell	10,453 -10	-0.1%	-$1.1K	0.18%	133
2023 Q3	$1.13M	Hold	10,463	–	–	0.18%	139
2023 Q2	$1.19M	Hold	10,463	–	–	0.18%	139
2023 Q1	$1.23M	Sell	10,463 -100	-0.9%	-$12.1K	0.19%	129
2022 Q4	$1.27M	Sell	10,563 -450	-4%	-$53.2K	0.19%	123
2022 Q3	$1.18M	Buy	+11,013	New	+$1.32M	0.19%	128

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

Romano Brothers & Co's DVY Position: Q2 2026 in Review

Romano Brothers & Co held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 10,231 shares worth $1.6M. The position accounts for 0.16% of the portfolio, ranked #142.

Romano Brothers & Co first reported a position in DVY in Q3 2022 and has held it in 16 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Romano Brothers & Co held 10,231 shares of iShares Select Dividend ETF worth $1.6M as of Q2 2026.
Romano Brothers & Co left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.16% of Romano Brothers & Co's portfolio in Q2 2026, its #142 holding.
Romano Brothers & Co first reported a position in iShares Select Dividend ETF in Q3 2022 and has held it in 16 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.