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Waller Financial Planning Group’s iShares Select Dividend ETF DVY Stock Holding History

Waller Financial Planning Group’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 		$334K Hold
2,139
– – 0.07% 61
2026
Q1 		$324K Buy
2,139
+389
+22% +$58.7K 0.07% 63
2025
Q4 		$247K Buy
+1,750
New +$247K 0.05% 69

Other funds holding DVY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Waller Financial Planning Group's DVY Position: Q2 2026 in Review

Waller Financial Planning Group held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 2,139 shares worth $334K. The position accounts for 0.07% of the portfolio, ranked #61.

Waller Financial Planning Group first reported a position in DVY in Q4 2025 and has held it in 3 quarters since. 988 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Waller Financial Planning Group held 2,139 shares of iShares Select Dividend ETF worth $334K as of Q2 2026.
  • Waller Financial Planning Group left its iShares Select Dividend ETF share count unchanged in Q2 2026.
  • iShares Select Dividend ETF made up 0.07% of Waller Financial Planning Group's portfolio in Q2 2026, its #61 holding.
  • Waller Financial Planning Group first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.