Taylor Financial Group’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
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. 1,420 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.
- 1,420 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.