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John Boyer, Inc.’s iShares Select Dividend ETF DVY Stock Holding History

John Boyer, Inc.’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 		$434K Buy
2,779
+24
+0.9% +$3.69K 0.38% 27
2026
Q1 		$417K Buy
2,755
+15
+0.5% +$2.27K 0.42% 27
2025
Q4 		$387K Sell
2,740
-222
-7% -$31.4K 0.39% 27
2025
Q3 		$421K Buy
+2,962
New +$410K 0.42% 26

Other funds holding DVY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

John Boyer, Inc.'s DVY Position: Q2 2026 in Review

John Boyer, Inc. increased its iShares Select Dividend ETF (DVY) stake by 0.87% in Q2 2026, buying an estimated $3.69K and bringing the position to 2,779 shares worth $434K. The position accounts for 0.38% of the portfolio, ranked #27.

John Boyer, Inc. first reported a position in DVY in Q3 2025 and has held it in 4 quarters since. 988 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • John Boyer, Inc. held 2,779 shares of iShares Select Dividend ETF worth $434K as of Q2 2026.
  • John Boyer, Inc. bought 24 iShares Select Dividend ETF shares in Q2 2026, an estimated $3.69K.
  • iShares Select Dividend ETF made up 0.38% of John Boyer, Inc.'s portfolio in Q2 2026, its #27 holding.
  • John Boyer, Inc. first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on John Boyer, Inc.'s 13F filing for Q2 2026, filed 7 Aug 2026.