Taylor Financial Group’s iShares Select Dividend ETF DVY Stock Holding History

Taylor Financial Group’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	$4.76M	Buy	30,431 +1,362	+5%	+$210K	2.61%	6
2026 Q1	$4.4M	Buy	29,069 +932	+3%	+$141K	2.67%	6
2025 Q4	$3.97M	Sell	28,137 -17	-0.1%	-$2.4K	2.33%	5
2025 Q3	$4M	Buy	28,154 +1,733	+7%	+$240K	2.3%	6
2025 Q2	$3.51M	Buy	26,421 +2,981	+13%	+$386K	2.19%	9
2025 Q1	$3.15M	Buy	23,440 +1,819	+8%	+$244K	2.19%	7
2024 Q4	$2.84M	Buy	21,621 +1,370	+7%	+$187K	1.97%	9
2024 Q3	$2.74M	Buy	20,251 +1,397	+7%	+$181K	1.89%	10
2024 Q2	$2.28M	Buy	18,854 +1,439	+8%	+$175K	1.75%	11
2024 Q1	$2.15M	Buy	17,415 +605	+4%	+$70.8K	1.63%	11
2023 Q4	$1.97M	Buy	+16,810	New	+$1.85M	1.62%	11

Other funds holding DVY

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Taylor Financial Group's DVY Position: Q2 2026 in Review

Taylor Financial Group increased its iShares Select Dividend ETF (DVY) stake by 4.7% in Q2 2026, buying an estimated $210K and bringing the position to 30,431 shares worth $4.76M. The position accounts for 2.61% of the portfolio, ranked #6.

Taylor Financial Group first reported a position in DVY in Q4 2023 and has held it in 11 quarters since. 457 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Taylor Financial Group held 30,431 shares of iShares Select Dividend ETF worth $4.76M as of Q2 2026.
Taylor Financial Group bought 1,362 iShares Select Dividend ETF shares in Q2 2026, an estimated $210K.
iShares Select Dividend ETF made up 2.61% of Taylor Financial Group's portfolio in Q2 2026, its #6 holding.
Taylor Financial Group first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 11 quarters since.
457 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

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