StoneX Group’s iShares Select Dividend ETF DVY Stock Holding History

StoneX Group’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	$210K	Buy	+1,346	New	+$207K	0.01%	1068
2026 Q1	–	Sell	-3,663	Closed	-$518K	–	997
2025 Q4	$518K	Buy	3,663 +956	+35%	+$135K	0.02%	524
2025 Q3	$385K	Sell	2,707 -76	-3%	-$10.5K	0.02%	621
2025 Q2	$370K	Sell	2,783 -197	-7%	-$25.5K	0.02%	593
2025 Q1	$400K	Buy	2,980 +1,061	+55%	+$142K	0.02%	536
2024 Q4	$252K	Sell	1,919 -63	-3%	-$8.58K	0.01%	673
2024 Q3	$268K	Buy	1,982 +13	+0.7%	+$1.68K	0.02%	503
2024 Q2	$238K	Sell	1,969 -292	-13%	-$35.4K	0.02%	528
2024 Q1	$278K	Buy	2,261 +6	+0.3%	+$703	0.03%	441
2023 Q4	$264K	Buy	2,255 +46	+2%	+$5.06K	0.03%	447
2023 Q3	$241K	Hold	2,209	–	–	0.03%	468
2023 Q2	$250K	Buy	2,209 +321	+17%	+$36.6K	0.03%	464
2023 Q1	$221K	Buy	1,888 +12	+0.6%	+$1.45K	0.02%	502
2022 Q4	$226K	Sell	1,876 -25	-1%	-$2.96K	0.03%	461
2022 Q3	$204K	Buy	1,901 +26	+1%	+$3.12K	0.03%	450
2022 Q2	$221K	Sell	1,875 -1,822	-49%	-$228K	0.03%	509
2022 Q1	$474K	Buy	+3,697	New	+$462K	0.04%	372

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

StoneX Group's DVY Position: Q2 2026 in Review

StoneX Group opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 1,346 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #1068 among its holdings. This is a return to the name: StoneX Group previously reported a position in DVY as recently as Q4 2025.

StoneX Group first reported a position in DVY in Q1 2022 and has held it in 17 quarters since. The position peaked at $518K in Q4 2025. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

StoneX Group held 1,346 shares of iShares Select Dividend ETF worth $210K as of Q2 2026.
iShares Select Dividend ETF was a new StoneX Group position in Q2 2026.
iShares Select Dividend ETF made up 0.01% of StoneX Group's portfolio in Q2 2026, its #1068 holding.
StoneX Group first reported a position in iShares Select Dividend ETF in Q1 2022 and has held it in 17 quarters since.
StoneX Group's iShares Select Dividend ETF position peaked at $518K in Q4 2025.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.