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

Team 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	–	Sell	-176	Closed	-$26.6K	–	111
2026 Q1	$26.6K	Buy	176 +2	+1%	+$302	0.01%	147
2025 Q4	$24.6K	Buy	174 +2	+1%	+$283	0.01%	148
2025 Q3	$24.5K	Buy	172 +1	+0.6%	+$138	0.01%	136
2025 Q2	$22.7K	Buy	+171	New	+$22.1K	0.01%	128
2024 Q1	–	Sell	-162	Closed	-$19K	–	75
2023 Q4	$19K	Buy	162 +4	+3%	+$440	0.01%	95
2023 Q3	$17K	Buy	+158	New	+$18K	0.01%	96

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

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

Team Financial Group sold out of iShares Select Dividend ETF (DVY) in Q2 2026, closing a stake of 176 shares — an estimated $26.6K sold.

Team Financial Group first reported a position in DVY in Q3 2023 and held it in 6 quarters. The position peaked at $26.6K in Q1 2026. 497 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Team Financial Group reported no remaining iShares Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 176 iShares Select Dividend ETF shares in Q2 2026, an estimated $26.6K.
Team Financial Group first reported a position in iShares Select Dividend ETF in Q3 2023 and held it in 6 quarters.
Team Financial Group's iShares Select Dividend ETF position peaked at $26.6K in Q1 2026.
497 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

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