Transamerica Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Transamerica Financial Advisors’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	$32.2K	Hold	206	–	–	﹤0.01%	772
2026 Q1	$31.2K	Buy	206 +3	+1%	+$453	﹤0.01%	725
2025 Q4	$28.7K	Hold	203	–	–	﹤0.01%	638
2025 Q3	$28.8K	Hold	203	–	–	﹤0.01%	549
2025 Q2	$27K	Hold	203	–	–	﹤0.01%	328
2025 Q1	$28K	Hold	203	–	–	﹤0.01%	324
2024 Q4	$27K	Buy	+203	New	+$27.7K	﹤0.01%	324
2016 Q4	–	Sell	-2	Closed	-$1K	–	437
2016 Q3	$1K	Sell	2 -267	-99%	-$23K	﹤0.01%	345
2016 Q2	$23K	Sell	269 -29,598	-99%	-$2.44M	﹤0.01%	238
2016 Q1	$2.44M	Buy	29,867 +23,711	+385%	+$1.81M	0.21%	111
2015 Q4	$463K	Sell	6,156 -745	-11%	-$56.6K	0.03%	242
2015 Q3	$503K	Buy	6,901 +399	+6%	+$29.8K	0.04%	202
2015 Q2	$489K	Buy	6,502 +357	+6%	+$27.9K	0.04%	229
2015 Q1	$479K	Buy	+6,145	New	+$486K	0.03%	232

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

Transamerica Financial Advisors's DVY Position: Q2 2026 in Review

Transamerica Financial Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 206 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Transamerica Financial Advisors first reported a position in DVY in Q1 2015 and has held it in 14 quarters since. The position peaked at $2.44M in Q1 2016. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Transamerica Financial Advisors held 206 shares of iShares Select Dividend ETF worth $32.2K as of Q2 2026.
Transamerica Financial Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #772 holding.
Transamerica Financial Advisors first reported a position in iShares Select Dividend ETF in Q1 2015 and has held it in 14 quarters since.
Transamerica Financial Advisors's iShares Select Dividend ETF position peaked at $2.44M in Q1 2016.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.