Squire Investment Management Company’s iShares Select Dividend ETF DVY Stock Holding History

Squire Investment Management 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	$1.51M	Buy	9,666 +847	+10%	+$130K	0.36%	34
2026 Q1	$1.34M	Buy	8,819 +364	+4%	+$55K	0.37%	32
2025 Q4	$1.19M	Hold	8,455	–	–	0.36%	36
2025 Q3	$1.2M	Buy	8,455 +735	+10%	+$102K	0.39%	34
2025 Q2	$1.03M	Hold	7,720	–	–	0.38%	35
2025 Q1	$1.04M	Hold	7,720	–	–	0.43%	32
2024 Q4	$1.01M	Hold	7,720	–	–	0.45%	29
2024 Q3	$1.04M	Buy	7,720 +1,170	+18%	+$151K	0.5%	27
2024 Q2	$792K	Buy	6,550 +1,184	+22%	+$144K	0.45%	30
2024 Q1	$661K	Buy	5,366 +1,115	+26%	+$131K	0.42%	36
2023 Q4	$498K	Buy	+4,251	New	+$468K	0.41%	35

Other funds holding DVY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Squire Investment Management Company's DVY Position: Q2 2026 in Review

Squire Investment Management Company increased its iShares Select Dividend ETF (DVY) stake by 9.6% in Q2 2026, buying an estimated $130K and bringing the position to 9,666 shares worth $1.51M. The position accounts for 0.36% of the portfolio, ranked #34.

Squire Investment Management Company first reported a position in DVY in Q4 2023 and has held it in 11 quarters since. 1,193 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Squire Investment Management Company held 9,666 shares of iShares Select Dividend ETF worth $1.51M as of Q2 2026.
Squire Investment Management Company bought 847 iShares Select Dividend ETF shares in Q2 2026, an estimated $130K.
iShares Select Dividend ETF made up 0.36% of Squire Investment Management Company's portfolio in Q2 2026, its #34 holding.
Squire Investment Management Company first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 11 quarters since.
1,193 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.