Synergy Investment Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Synergy Investment Management's DVY Position: Q2 2026 in Review
Synergy Investment Management increased its iShares Select Dividend ETF (DVY) stake by 129% in Q2 2026, buying an estimated $81.1K and bringing the position to 937 shares worth $150K. The position accounts for 0.04% of the portfolio, ranked #203.
Synergy Investment Management first reported a position in DVY in Q4 2024 and has held it in 4 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Synergy Investment Management held 937 shares of iShares Select Dividend ETF worth $150K as of Q2 2026.
- Synergy Investment Management bought 527 iShares Select Dividend ETF shares in Q2 2026, an estimated $81.1K.
- iShares Select Dividend ETF made up 0.04% of Synergy Investment Management's portfolio in Q2 2026, its #203 holding.
- Synergy Investment Management first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 4 quarters since.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.