Summit Financial Strategies’s iShares Select Dividend ETF DVY Stock Holding History

Summit Financial Strategies’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	$692K	Buy	4,430 +38	+0.9%	+$5.85K	0.05%	84
2026 Q1	$665K	Hold	4,392	–	–	0.05%	84
2025 Q4	$620K	Hold	4,392	–	–	0.05%	82
2025 Q3	$624K	Hold	4,392	–	–	0.05%	80
2025 Q2	$583K	Hold	4,392	–	–	0.05%	79
2025 Q1	$590K	Hold	4,392	–	–	0.06%	75
2024 Q4	$577K	Hold	4,392	–	–	0.06%	74
2024 Q3	$593K	Hold	4,392	–	–	0.07%	72
2024 Q2	$531K	Hold	4,392	–	–	0.07%	73
2024 Q1	$541K	Hold	4,392	–	–	0.08%	71
2023 Q4	$515K	Sell	4,392 -204	-4%	-$22.4K	0.08%	70
2023 Q3	$495K	Hold	4,596	–	–	0.09%	65
2023 Q2	$521K	Hold	4,596	–	–	0.1%	64
2023 Q1	$539K	Hold	4,596	–	–	0.11%	65
2022 Q4	$554K	Buy	4,596 +204	+5%	+$24.1K	0.12%	57
2022 Q3	$471K	Hold	4,392	–	–	0.11%	62
2022 Q2	$517K	Hold	4,392	–	–	0.12%	60
2022 Q1	$563K	Hold	4,392	–	–	0.11%	56
2021 Q4	$538K	Hold	4,392	–	–	0.1%	60
2021 Q3	$504K	Hold	4,392	–	–	0.1%	63
2021 Q2	$512K	Hold	4,392	–	–	0.1%	61
2021 Q1	$501K	Hold	4,392	–	–	0.18%	33
2020 Q4	$422K	Hold	4,392	–	–	0.15%	48
2020 Q3	$358K	Hold	4,392	–	–	0.15%	46
2020 Q2	$355K	Hold	4,392	–	–	0.16%	43
2020 Q1	$323K	Sell	4,392 -8,071	-65%	-$771K	0.18%	38
2019 Q4	$1.32M	Hold	12,463	–	–	0.64%	15
2019 Q3	$1.27M	Hold	12,463	–	–	0.61%	15
2019 Q2	$1.24M	Hold	12,463	–	–	0.6%	13
2019 Q1	$1.22M	Sell	12,463 -8	-0.1%	-$766	0.62%	14
2018 Q4	$1.11M	Buy	12,471 +8	+0.1%	+$766	0.62%	15
2018 Q3	$1.24M	Hold	12,463	–	–	0.57%	15
2018 Q2	$1.22M	Hold	12,463	–	–	0.59%	14
2018 Q1	$1.19M	Hold	12,463	–	–	0.61%	14
2017 Q4	$1.23M	Hold	12,463	–	–	0.64%	13
2017 Q3	$1.17M	Hold	12,463	–	–	0.67%	12
2017 Q2	$1.15M	Hold	12,463	–	–	0.69%	12
2017 Q1	$1.14M	Hold	12,463	–	–	0.83%	11
2016 Q4	$1.1M	Hold	12,463	–	–	0.75%	12
2016 Q3	$1.07M	Hold	12,463	–	–	0.75%	12
2016 Q2	$1.06M	Hold	12,463	–	–	0.79%	12
2016 Q1	$1.02M	Hold	12,463	–	–	0.75%	13
2015 Q4	$937K	Hold	12,463	–	–	0.73%	13
2015 Q3	$907K	Hold	12,463	–	–	0.75%	13
2015 Q2	$937K	Hold	12,463	–	–	0.73%	14
2015 Q1	$971K	Hold	12,463	–	–	0.78%	14
2014 Q4	$990K	Buy	+12,463	New	+$962K	0.8%	16

Other funds holding DVY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Summit Financial Strategies's DVY Position: Q2 2026 in Review

Summit Financial Strategies increased its iShares Select Dividend ETF (DVY) stake by 0.87% in Q2 2026, buying an estimated $5.85K and bringing the position to 4,430 shares worth $692K. The position accounts for 0.05% of the portfolio, ranked #84.

Summit Financial Strategies first reported a position in DVY in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.32M in Q4 2019. 988 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Summit Financial Strategies held 4,430 shares of iShares Select Dividend ETF worth $692K as of Q2 2026.
Summit Financial Strategies bought 38 iShares Select Dividend ETF shares in Q2 2026, an estimated $5.85K.
iShares Select Dividend ETF made up 0.05% of Summit Financial Strategies's portfolio in Q2 2026, its #84 holding.
Summit Financial Strategies first reported a position in iShares Select Dividend ETF in Q4 2014 and has held it in 47 quarters since.
Summit Financial Strategies's iShares Select Dividend ETF position peaked at $1.32M in Q4 2019.
988 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.