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Verus Financial Partners’s iShares Select Dividend ETF DVY Stock Holding History

Verus Financial 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 		$6.92M Sell
44,284
-1,524
-3% -$235K 0.59% 20
2026
Q1 		$7M Sell
45,808
-8,386
-15% -$1.27M 0.63% 20
2025
Q4 		$8.07M Sell
54,194
-2,776
-5% -$392K 0.74% 19
2025
Q3 		$8.1M Sell
56,970
-1,351
-2% -$187K 0.78% 18
2025
Q2 		$7.93M Buy
58,321
+136
+0.2% +$17.6K 0.81% 18
2025
Q1 		$7.32M Sell
58,185
-1,708
-3% -$229K 0.84% 17
2024
Q4 		$7.7M Sell
59,893
-2,940
-5% -$401K 0.86% 17
2024
Q3 		$8.46M Sell
62,833
-2,073
-3% -$268K 0.93% 16
2024
Q2 		$7.85M Sell
64,906
-9,885
-13% -$1.2M 0.91% 17
2024
Q1 		$9.21M Sell
74,791
-3,291
-4% -$385K 1.08% 16
2023
Q4 		$9.11M Sell
78,082
-7,707
-9% -$848K 1.13% 16
2023
Q3 		$9.15M Sell
85,789
-58,033
-40% -$6.6M 1.19% 16
2023
Q2 		$16.9M Sell
143,822
-48,512
-25% -$5.53M 2.13% 14
2023
Q1 		$21.5M Sell
192,334
-14,161
-7% -$1.71M 2.93% 12
2022
Q4 		$25.9M Sell
206,495
-23,245
-10% -$2.75M 3.57% 10
2022
Q3 		$25.8M Buy
229,740
+785
+0.3% +$94.1K 3.91% 10
2022
Q2 		$27M Buy
228,955
+4,022
+2% +$503K 3.87% 10
2022
Q1 		$28.8M Sell
224,933
-6,882
-3% -$860K 4.09% 9
2021
Q4 		$28.4M Buy
231,815
+3,482
+2% +$415K 3.76% 10
2021
Q3 		$27M Sell
228,333
-799
-0.3% -$93.4K 4.04% 9
2021
Q2 		$26.2M Buy
229,132
+5,473
+2% +$651K 3.99% 9
2021
Q1 		$25.9M Buy
223,659
+8,582
+4% +$907K 4.1% 9
2020
Q4 		$20.7M Buy
+215,077
New +$19.5M 3.54% 9
2020
Q3 		– Sell
-98,666
Closed -$7.96M – 185
2020
Q2 		$7.96M Buy
98,666
+10,977
+13% +$877K 1.72% 9
2020
Q1 		$6.45M Buy
87,689
+74,270
+553% +$7.1M 1.97% 8
2019
Q4 		$1.42M Buy
+13,419
New +$1.38M 0.43% 19

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Verus Financial Partners's DVY Position: Q2 2026 in Review

Verus Financial Partners reduced its iShares Select Dividend ETF (DVY) stake by 3.3% in Q2 2026, selling an estimated $235K and leaving 44,284 shares worth $6.92M. The position accounts for 0.59% of the portfolio, ranked #20.

Verus Financial Partners first reported a position in DVY in Q4 2019 and has held it in 26 quarters since. The position peaked at $28.8M in Q1 2022. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Verus Financial Partners held 44,284 shares of iShares Select Dividend ETF worth $6.92M as of Q2 2026.
  • Verus Financial Partners sold 1,524 iShares Select Dividend ETF shares in Q2 2026, an estimated $235K.
  • iShares Select Dividend ETF made up 0.59% of Verus Financial Partners's portfolio in Q2 2026, its #20 holding.
  • Verus Financial Partners first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 26 quarters since.
  • Verus Financial Partners's iShares Select Dividend ETF position peaked at $28.8M in Q1 2022.
  • 1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.