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Strategic Family Wealth Counselors’s iShares Select Dividend ETF DVY Stock Holding History

Strategic Family Wealth Counselors’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 		$402K Hold
2,572
– – 0.09% 119
2026
Q1 		$389K Hold
2,572
– – 0.1% 113
2025
Q4 		$376K Hold
2,572
– – 0.08% 150
2025
Q3 		$366K Hold
2,572
– – 0.09% 116
2025
Q2 		$342K Buy
2,572
+104
+4% +$13.5K 0.1% 113
2025
Q1 		$331K Buy
2,468
+3
+0.1% +$402 0.11% 106
2024
Q4 		$324K Buy
2,465
+4
+0.2% +$545 0.11% 105
2024
Q3 		$332K Buy
2,461
+9
+0.4% +$1.16K 0.12% 95
2024
Q2 		$297K Sell
2,452
-114
-4% -$13.8K 0.11% 95
2024
Q1 		$316K Sell
2,566
-682
-21% -$79.9K 0.12% 84
2023
Q4 		$381K Buy
3,248
+142
+5% +$15.6K 0.16% 70
2023
Q3 		$334K Hold
3,106
– – 0.16% 71
2023
Q2 		$352K Buy
3,106
+12
+0.4% +$1.37K 0.16% 70
2023
Q1 		$363K Buy
3,094
+15
+0.5% +$1.81K 0.17% 68
2022
Q4 		$371K Buy
3,079
+37
+1% +$4.38K 0.18% 66
2022
Q3 		$326K Hold
3,042
– – 0.16% 65
2022
Q2 		$358K Buy
3,042
+14
+0.5% +$1.75K 0.17% 59
2022
Q1 		$388K Buy
3,028
+13
+0.4% +$1.62K 0.16% 66
2021
Q4 		$370K Buy
3,015
+32
+1% +$3.81K 0.12% 73
2021
Q3 		$342K Hold
2,983
– – 0.12% 65
2021
Q2 		$348K Buy
2,983
+35
+1% +$4.16K 0.11% 60
2021
Q1 		$336K Hold
2,948
– – 0.13% 60
2020
Q4 		$284K Sell
2,948
-110
-4% -$9.98K 0.15% 65
2020
Q3 		$249K Buy
3,058
+24
+0.8% +$2K 0.14% 64
2020
Q2 		$245K Buy
+3,034
New +$242K 0.15% 67
2020
Q1 		– Sell
-2,489
Closed -$263K – 77
2019
Q4 		$263K Buy
2,489
+35
+1% +$3.6K 0.21% 54
2019
Q3 		$250K Hold
2,454
– – 0.19% 57
2019
Q2 		$244K Buy
2,454
+17
+0.7% +$1.68K 0.19% 57
2019
Q1 		$239K Buy
2,437
+17
+0.7% +$1.63K 0.19% 54
2018
Q4 		$216K Buy
+2,420
New +$232K 0.24% 56

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

Strategic Family Wealth Counselors's DVY Position: Q2 2026 in Review

Strategic Family Wealth Counselors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 2,572 shares worth $402K. The position accounts for 0.09% of the portfolio, ranked #119.

Strategic Family Wealth Counselors first reported a position in DVY in Q4 2018 and has held it in 30 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Strategic Family Wealth Counselors held 2,572 shares of iShares Select Dividend ETF worth $402K as of Q2 2026.
  • Strategic Family Wealth Counselors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
  • iShares Select Dividend ETF made up 0.09% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #119 holding.
  • Strategic Family Wealth Counselors first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.