Successful Portfolios’s iShares Select Dividend ETF DVY Stock Holding History

Successful Portfolios’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	$238K	Buy	+1,495	New	+$230K	0.11%	167

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

Successful Portfolios's DVY Position: Q2 2026 in Review

Successful Portfolios opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 1,495 shares worth $238K. The stake represents 0.11% of the portfolio and ranks #167 among its holdings.

1,422 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Successful Portfolios held 1,495 shares of iShares Select Dividend ETF worth $238K as of Q2 2026.
iShares Select Dividend ETF was a new Successful Portfolios position in Q2 2026.
iShares Select Dividend ETF made up 0.11% of Successful Portfolios's portfolio in Q2 2026, its #167 holding.
1,422 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.