Tempus Wealth Planning’s iShares Select Dividend ETF DVY Stock Holding History

Tempus Wealth Planning’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	$1.92M	Sell	12,300 -762	-6%	-$117K	0.38%	73
2026 Q1	$1.98M	Sell	13,062 -64	-0.5%	-$9.66K	0.45%	61
2025 Q4	$1.85M	Sell	13,126 -1,314	-9%	-$186K	0.42%	58
2025 Q3	$2.05M	Sell	14,440 -1,455	-9%	-$202K	0.47%	53
2025 Q2	$2.11M	Sell	15,895 -636	-4%	-$82.3K	0.53%	49
2025 Q1	$2.22M	Buy	16,531 +197	+1%	+$26.4K	0.66%	41
2024 Q4	$2.14M	Buy	16,334 +333	+2%	+$45.4K	0.66%	42
2024 Q3	$2.16M	Buy	16,001 +331	+2%	+$42.8K	0.79%	32
2024 Q2	$1.9M	Sell	15,670 -621	-4%	-$75.4K	0.79%	31
2024 Q1	$2.01M	Buy	16,291 +6,003	+58%	+$703K	0.88%	25
2023 Q4	$1.21M	Sell	10,288 -72	-0.7%	-$7.92K	0.53%	57
2023 Q3	$1.12M	Sell	10,360 -10	-0.1%	-$1.14K	0.56%	43
2023 Q2	$1.17M	Sell	10,370 -10	-0.1%	-$1.14K	0.53%	54
2023 Q1	$1.22M	Buy	10,380 +150	+1%	+$18.1K	0.59%	43
2022 Q4	$1.23M	Buy	10,230 +251	+3%	+$29.7K	0.75%	34
2022 Q3	$1.07M	Buy	9,979 +9	+0.1%	+$1.08K	0.71%	38
2022 Q2	$1.17M	Hold	9,970	–	–	0.96%	24
2022 Q1	$1.28M	Sell	9,970 -156	-2%	-$19.5K	0.91%	29
2021 Q4	$1.24M	Hold	10,126	–	–	0.67%	39
2021 Q3	$1.16M	Buy	10,126 +265	+3%	+$31K	0.66%	41
2021 Q2	$1.15M	Buy	9,861 +6,460	+190%	+$768K	0.76%	36
2021 Q1	$388K	Buy	+3,401	New	+$359K	0.41%	64

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

Tempus Wealth Planning's DVY Position: Q2 2026 in Review

Tempus Wealth Planning reduced its iShares Select Dividend ETF (DVY) stake by 5.8% in Q2 2026, selling an estimated $117K and leaving 12,300 shares worth $1.92M. The position accounts for 0.38% of the portfolio, ranked #73.

Tempus Wealth Planning first reported a position in DVY in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.22M in Q1 2025. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Tempus Wealth Planning held 12,300 shares of iShares Select Dividend ETF worth $1.92M as of Q2 2026.
Tempus Wealth Planning sold 762 iShares Select Dividend ETF shares in Q2 2026, an estimated $117K.
iShares Select Dividend ETF made up 0.38% of Tempus Wealth Planning's portfolio in Q2 2026, its #73 holding.
Tempus Wealth Planning first reported a position in iShares Select Dividend ETF in Q1 2021 and has held it in 22 quarters since.
Tempus Wealth Planning's iShares Select Dividend ETF position peaked at $2.22M in Q1 2025.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.