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

Summit Financial’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 Q1	$1.66M	Buy	10,965 +6,665	+155%	+$1.01M	0.02%	625
2025 Q4	$607K	Buy	4,300 +566	+15%	+$80K	0.01%	822
2025 Q3	$531K	Buy	3,734 +239	+7%	+$33.1K	0.01%	869
2025 Q2	$464K	Buy	3,495 +29	+0.8%	+$3.75K	0.01%	586
2025 Q1	$465K	Buy	3,466 +20	+0.6%	+$2.68K	0.01%	530
2024 Q4	$452K	Buy	3,446 +404	+13%	+$55K	0.02%	463
2024 Q3	$411K	Sell	3,042 -202	-6%	-$26.1K	0.02%	404
2024 Q2	$392K	Buy	+3,244	New	+$394K	0.02%	367

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summit Financial's DVY Position: Q1 2026 in Review

Summit Financial increased its iShares Select Dividend ETF (DVY) stake by 155% in Q1 2026, buying an estimated $1.01M and bringing the position to 10,965 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #625.

Summit Financial first reported a position in DVY in Q2 2024 and has held it in 8 quarters since. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Summit Financial held 10,965 shares of iShares Select Dividend ETF worth $1.66M as of Q1 2026.
Summit Financial bought 6,665 iShares Select Dividend ETF shares in Q1 2026, an estimated $1.01M.
iShares Select Dividend ETF made up 0.02% of Summit Financial's portfolio in Q1 2026, its #625 holding.
Summit Financial first reported a position in iShares Select Dividend ETF in Q2 2024 and has held it in 8 quarters since.
1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.