Wolff Financial Management’s iShares Select Dividend ETF DVY Stock Holding History

Wolff Financial 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	$1.39M	Buy	8,887 +7	+0.1%	+$1.08K	0.28%	37
2026 Q1	$1.34M	Sell	8,880 -16	-0.2%	-$2.42K	0.3%	34
2025 Q4	$1.26M	Sell	8,896 -60	-0.7%	-$8.47K	0.28%	34
2025 Q3	$1.27M	Buy	8,956 +8	+0.1%	+$1.11K	0.3%	35
2025 Q2	$1.19M	Sell	8,948 -77	-0.9%	-$9.97K	0.31%	34
2025 Q1	$1.21M	Sell	9,025 -45	-0.5%	-$6.03K	0.34%	35
2024 Q4	$1.19M	Buy	9,070 +15	+0.2%	+$2.04K	0.33%	37
2024 Q3	$1.22M	Buy	+9,055	New	+$1.17M	0.33%	38
2024 Q2	–	Sell	-9,075	Closed	-$1.12M	–	49
2024 Q1	$1.12M	Sell	9,075 -1,404	-13%	-$164K	0.33%	37
2023 Q4	$1.23M	Sell	10,479 -1,104	-10%	-$121K	0.38%	36
2023 Q3	$1.25M	Buy	+11,583	New	+$1.32M	0.43%	34
2023 Q2	–	Sell	-13,448	Closed	-$1.58M	–	49
2023 Q1	$1.58M	Sell	13,448 -502	-4%	-$60.7K	0.55%	30
2022 Q4	$1.68M	Sell	13,950 -8,778	-39%	-$1.04M	0.62%	27
2022 Q3	$2.44M	Sell	22,728 -509	-2%	-$61K	1.11%	22
2022 Q2	$2.73M	Sell	23,237 -527	-2%	-$66K	1.22%	22
2022 Q1	$3.04M	Buy	23,764 +65	+0.3%	+$8.12K	1.21%	23
2021 Q4	$2.9M	Buy	+23,699	New	+$2.82M	1.1%	24
2021 Q1	$2.71M	Sell	23,760 -1,809	-7%	-$191K	1.24%	20
2020 Q4	$2.46M	Buy	25,569 +77	+0.3%	+$6.99K	1.29%	20
2020 Q3	$2.08M	Sell	25,492 -344	-1%	-$28.7K	1.23%	21
2020 Q2	$2.08M	Sell	25,836 -365	-1%	-$29.2K	1.33%	20
2020 Q1	$1.93M	Sell	26,201 -1,532	-6%	-$146K	1.45%	17
2019 Q4	$2.93M	Buy	27,733 +379	+1%	+$39K	1.94%	15
2019 Q3	$2.79M	Buy	27,354 +346	+1%	+$34.5K	2.04%	13
2019 Q2	$2.69M	Buy	27,008 +316	+1%	+$31.2K	2.07%	13
2019 Q1	$2.62M	Sell	26,692 -414	-2%	-$39.7K	2.18%	13
2018 Q4	$2.42M	Buy	+27,106	New	+$2.6M	2.36%	12

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

Wolff Financial Management's DVY Position: Q2 2026 in Review

Wolff Financial Management increased its iShares Select Dividend ETF (DVY) stake by 0.08% in Q2 2026, buying an estimated $1.08K and bringing the position to 8,887 shares worth $1.39M. The position accounts for 0.28% of the portfolio, ranked #37.

Wolff Financial Management first reported a position in DVY in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.04M in Q1 2022. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Wolff Financial Management held 8,887 shares of iShares Select Dividend ETF worth $1.39M as of Q2 2026.
Wolff Financial Management bought 7 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.08K.
iShares Select Dividend ETF made up 0.28% of Wolff Financial Management's portfolio in Q2 2026, its #37 holding.
Wolff Financial Management first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 27 quarters since.
Wolff Financial Management's iShares Select Dividend ETF position peaked at $3.04M in Q1 2022.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.