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

True Link 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	–	Sell	-709	Closed	-$107K	–	182
2026 Q1	$107K	Buy	+709	New	+$107K	0.01%	144
2023 Q4	–	Sell	-2,224	Closed	-$239K	–	66
2023 Q3	$239K	Hold	2,224	–	–	0.03%	98
2023 Q2	$252K	Sell	2,224 -80	-3%	-$9.11K	0.03%	104
2023 Q1	$270K	Hold	2,304	–	–	0.03%	109
2022 Q4	$278K	Hold	2,304	–	–	0.04%	108
2022 Q3	$247K	Hold	2,304	–	–	0.04%	121
2022 Q2	$271K	Buy	+2,304	New	+$288K	0.04%	111
2021 Q4	–	Sell	-11	Closed	-$1K	–	771
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	769
2021 Q2	$1K	Buy	+11	New	+$1.31K	﹤0.01%	703

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

True Link Financial Advisors's DVY Position: Q2 2026 in Review

True Link Financial Advisors sold out of iShares Select Dividend ETF (DVY) in Q2 2026, closing a stake of 709 shares — an estimated $107K sold.

True Link Financial Advisors first reported a position in DVY in Q2 2021 and held it in 9 quarters. The position peaked at $278K in Q4 2022. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

True Link Financial Advisors reported no remaining iShares Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 709 iShares Select Dividend ETF shares in Q2 2026, an estimated $107K.
True Link Financial Advisors first reported a position in iShares Select Dividend ETF in Q2 2021 and held it in 9 quarters.
True Link Financial Advisors's iShares Select Dividend ETF position peaked at $278K in Q4 2022.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.