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TFC Financial Management’s iShares Select Dividend ETF DVY Stock Holding History

TFC Financial 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 		$910K Buy
5,824
+26
+0.4% +$4K 0.1% 60
2026
Q1 		$878K Sell
5,798
-137
-2% -$20.7K 0.11% 60
2025
Q4 		$838K Buy
5,935
+2,338
+65% +$330K 0.11% 58
2025
Q3 		$511K Buy
3,597
+30
+0.8% +$4.16K 0.07% 76
2025
Q2 		$474K Buy
3,567
+80
+2% +$10.4K 0.06% 79
2025
Q1 		$468K Buy
3,487
+3,351
+2,464% +$449K 0.07% 73
2024
Q4 		$17.9K Buy
136
+1
+0.7% +$136 ﹤0.01% 326
2024
Q3 		$18.2K Buy
135
+2
+2% +$259 ﹤0.01% 331
2024
Q2 		$16.1K Buy
133
+1
+0.8% +$121 ﹤0.01% 312
2024
Q1 		$16.3K Buy
132
+1
+0.8% +$117 ﹤0.01% 306
2023
Q4 		$15.4K Buy
131
+3
+2% +$330 ﹤0.01% 307
2023
Q3 		$13.8K Hold
128
– – ﹤0.01% 316
2023
Q2 		$14.5K Sell
128
-649
-84% -$73.9K ﹤0.01% 313
2023
Q1 		$91.1K Buy
777
+651
+517% +$78.7K 0.02% 177
2022
Q4 		$15.2K Buy
126
+1
+0.8% +$118 ﹤0.01% 278
2022
Q3 		$13K Hold
125
– – ﹤0.01% 286
2022
Q2 		$15K Hold
125
– – ﹤0.01% 279
2022
Q1 		$16K Hold
125
– – ﹤0.01% 276
2021
Q4 		$15K Hold
125
– – ﹤0.01% 298
2021
Q3 		$14K Hold
125
– – ﹤0.01% 305
2021
Q2 		$15K Hold
125
– – 0.01% 290
2021
Q1 		$14K Hold
125
– – 0.01% 287
2020
Q4 		$12K Hold
125
– – 0.01% 303
2020
Q3 		$10K Buy
+125
New +$10.4K ﹤0.01% 297

Other funds holding DVY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

TFC Financial Management's DVY Position: Q2 2026 in Review

TFC Financial Management increased its iShares Select Dividend ETF (DVY) stake by 0.45% in Q2 2026, buying an estimated $4K and bringing the position to 5,824 shares worth $910K. The position accounts for 0.1% of the portfolio, ranked #60.

TFC Financial Management first reported a position in DVY in Q3 2020 and has held it in 24 quarters since. 809 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • TFC Financial Management held 5,824 shares of iShares Select Dividend ETF worth $910K as of Q2 2026.
  • TFC Financial Management bought 26 iShares Select Dividend ETF shares in Q2 2026, an estimated $4K.
  • iShares Select Dividend ETF made up 0.1% of TFC Financial Management's portfolio in Q2 2026, its #60 holding.
  • TFC Financial Management first reported a position in iShares Select Dividend ETF in Q3 2020 and has held it in 24 quarters since.
  • 809 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.