SGK
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Steigerwald Gordon & Koch’s iShares Select Dividend ETF DVY Stock Holding History

Steigerwald Gordon & Koch’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 		$305K Sell
1,950
-95
-5% -$14.6K 0.03% 119
2026
Q1 		$310K Buy
2,045
+1,250
+157% +$189K 0.03% 108
2025
Q4 		$112K Hold
795
– – 0.01% 199
2025
Q3 		$113K Buy
+795
New +$110K 0.01% 198

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Steigerwald Gordon & Koch's DVY Position: Q2 2026 in Review

Steigerwald Gordon & Koch reduced its iShares Select Dividend ETF (DVY) stake by 4.6% in Q2 2026, selling an estimated $14.6K and leaving 1,950 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #119.

Steigerwald Gordon & Koch first reported a position in DVY in Q3 2025 and has held it in 4 quarters since. The position peaked at $310K in Q1 2026. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Steigerwald Gordon & Koch held 1,950 shares of iShares Select Dividend ETF worth $305K as of Q2 2026.
  • Steigerwald Gordon & Koch sold 95 iShares Select Dividend ETF shares in Q2 2026, an estimated $14.6K.
  • iShares Select Dividend ETF made up 0.03% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #119 holding.
  • Steigerwald Gordon & Koch first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's iShares Select Dividend ETF position peaked at $310K in Q1 2026.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.