Secure Asset Management’s iShares Select Dividend ETF DVY Stock Holding History

Secure Asset Management’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	$509K	Buy	3,254 +9	+0.3%	+$1.39K	0.07%	186
2026 Q1	$491K	Sell	3,245 -134	-4%	-$20.2K	0.08%	191
2025 Q4	$477K	Buy	3,379 +14	+0.4%	+$1.98K	0.07%	198
2025 Q3	$479K	Buy	3,365 +12	+0.4%	+$1.66K	0.08%	186
2025 Q2	$445K	Buy	3,353 +12	+0.4%	+$1.55K	0.08%	200
2025 Q1	$449K	Sell	3,341 -447	-12%	-$59.9K	0.09%	185
2024 Q4	$497K	Sell	3,788 -317	-8%	-$43.2K	0.08%	200
2024 Q3	$555K	Buy	4,105 +9	+0.2%	+$1.16K	0.09%	171
2024 Q2	$496K	Buy	4,096 +1,379	+51%	+$167K	0.09%	164
2024 Q1	$335K	Buy	2,717 +739	+37%	+$86.5K	0.08%	166
2023 Q4	$232K	Sell	1,978 -172	-8%	-$18.9K	0.06%	203
2023 Q3	$231K	Buy	+2,150	New	+$245K	0.07%	188
2021 Q3	–	Sell	-3,100	Closed	-$362K	–	189
2021 Q2	$362K	Buy	3,100 +500	+19%	+$59.5K	0.18%	112
2021 Q1	$297K	Buy	2,600 +100	+4%	+$10.6K	0.17%	126
2020 Q4	$240K	Sell	2,500 -1,500	-38%	-$136K	0.14%	131
2020 Q3	$326K	Sell	4,000 -700	-15%	-$58.4K	0.22%	101
2020 Q2	$379K	Hold	4,700	–	–	0.27%	96
2020 Q1	$346K	Buy	4,700 +300	+7%	+$28.7K	0.37%	65
2019 Q4	$465K	Buy	+4,400	New	+$453K	0.33%	80

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

Secure Asset Management's DVY Position: Q2 2026 in Review

Secure Asset Management increased its iShares Select Dividend ETF (DVY) stake by 0.28% in Q2 2026, buying an estimated $1.39K and bringing the position to 3,254 shares worth $509K. The position accounts for 0.07% of the portfolio, ranked #186.

Secure Asset Management first reported a position in DVY in Q4 2019 and has held it in 19 quarters since. The position peaked at $555K in Q3 2024. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Secure Asset Management held 3,254 shares of iShares Select Dividend ETF worth $509K as of Q2 2026.
Secure Asset Management bought 9 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.39K.
iShares Select Dividend ETF made up 0.07% of Secure Asset Management's portfolio in Q2 2026, its #186 holding.
Secure Asset Management first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 19 quarters since.
Secure Asset Management's iShares Select Dividend ETF position peaked at $555K in Q3 2024.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.