Tucker Asset Management’s iShares Select Dividend ETF DVY Stock Holding History

Tucker Asset 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	$253K	Hold	1,621	–	–	0.06%	139
2026 Q1	$245K	Hold	1,621	–	–	0.07%	116
2025 Q4	$229K	Hold	1,621	–	–	0.07%	97
2025 Q3	$230K	Buy	1,621 +1,519	+1,489%	+$210K	0.07%	99
2025 Q2	$13.5K	Hold	102	–	–	﹤0.01%	206
2025 Q1	$13.7K	Hold	102	–	–	﹤0.01%	218
2024 Q4	$13.4K	Hold	102	–	–	﹤0.01%	666
2024 Q3	$13.8K	Buy	102 +52	+104%	+$6.72K	﹤0.01%	625
2024 Q2	$6.05K	Hold	50	–	–	﹤0.01%	990
2024 Q1	$6.16K	Hold	50	–	–	﹤0.01%	1006
2023 Q4	$5.86K	Hold	50	–	–	﹤0.01%	846
2023 Q3	$5.38K	Hold	50	–	–	﹤0.01%	807
2023 Q2	$5.67K	Hold	50	–	–	﹤0.01%	651
2023 Q1	$5.86K	Buy	+50	New	+$6.05K	﹤0.01%	664

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

Tucker Asset Management's DVY Position: Q2 2026 in Review

Tucker Asset Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,621 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #139.

Tucker Asset Management first reported a position in DVY in Q1 2023 and has held it in 14 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Tucker Asset Management held 1,621 shares of iShares Select Dividend ETF worth $253K as of Q2 2026.
Tucker Asset Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.06% of Tucker Asset Management's portfolio in Q2 2026, its #139 holding.
Tucker Asset Management first reported a position in iShares Select Dividend ETF in Q1 2023 and has held it in 14 quarters since.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.