TD Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

TD Capital Management’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	$11.9K	Hold	76	–	–	﹤0.01%	435
2026 Q1	$11.5K	Buy	76 +1	+1%	+$151	﹤0.01%	461
2025 Q4	$10.6K	Buy	75 +1	+1%	+$141	﹤0.01%	439
2025 Q3	$10.6K	Hold	74	–	–	﹤0.01%	412
2025 Q2	$9.78K	Buy	74 +1	+1%	+$129	﹤0.01%	420
2025 Q1	$9.79K	Buy	73 +1	+1%	+$134	﹤0.01%	307
2024 Q4	$9.5K	Hold	72	–	–	﹤0.01%	291
2024 Q3	$9.68K	Buy	72 +1	+1%	+$129	﹤0.01%	293
2024 Q2	$8.57K	Buy	71 +1	+1%	+$121	﹤0.01%	289
2024 Q1	$8.66K	Hold	70	–	–	﹤0.01%	297
2023 Q4	$8.17K	Buy	70 +2	+3%	+$220	﹤0.01%	297
2023 Q3	$7.33K	Buy	+68	New	+$7.73K	﹤0.01%	299
2017 Q4	–	Sell	-36	Closed	-$3K	–	200
2017 Q3	$3K	Buy	+36	New	+$3.33K	﹤0.01%	210
2014 Q3	–	Sell	-526	Closed	-$40K	–	154
2014 Q2	$40K	Buy	526 +4	+0.8%	+$299	0.01%	91
2014 Q1	$38K	Sell	522 -289	-36%	-$20.5K	0.01%	90
2013 Q4	$58K	Buy	811 +6	+0.7%	+$417	0.01%	75
2013 Q3	$53K	Buy	805 +13	+2%	+$864	0.01%	110
2013 Q2	$51K	Buy	+792	New	+$51.3K	0.01%	106

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

TD Capital Management's DVY Position: Q2 2026 in Review

TD Capital Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 76 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

TD Capital Management first reported a position in DVY in Q2 2013 and has held it in 18 quarters since. The position peaked at $58K in Q4 2013. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

TD Capital Management held 76 shares of iShares Select Dividend ETF worth $11.9K as of Q2 2026.
TD Capital Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #435 holding.
TD Capital Management first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 18 quarters since.
TD Capital Management's iShares Select Dividend ETF position peaked at $58K in Q4 2013.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.