Verum Partners’s iShares Select Dividend ETF DVY Stock Holding History

Verum Partners’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	$211K	Buy	+1,349	New	+$208K	0.03%	191

Other funds holding DVY

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Verum Partners's DVY Position: Q2 2026 in Review

Verum Partners opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 1,349 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #191 among its holdings.

379 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Verum Partners held 1,349 shares of iShares Select Dividend ETF worth $211K as of Q2 2026.
iShares Select Dividend ETF was a new Verum Partners position in Q2 2026.
iShares Select Dividend ETF made up 0.03% of Verum Partners's portfolio in Q2 2026, its #191 holding.
379 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.