Zacks Investment Management’s iShares Select Dividend ETF DVY Stock Holding History

Zacks Investment 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	$452K	Buy	2,890 +1,115	+63%	+$172K	﹤0.01%	530
2026 Q1	$269K	Buy	1,775 +11	+0.6%	+$1.66K	﹤0.01%	606
2025 Q4	$249K	Buy	+1,764	New	+$249K	﹤0.01%	620
2025 Q2	–	Sell	-1,747	Closed	-$235K	–	719
2025 Q1	$235K	Sell	1,747 -159	-8%	-$21.3K	﹤0.01%	588
2024 Q4	$250K	Sell	1,906 -41	-2%	-$5.59K	﹤0.01%	592
2024 Q3	$263K	Buy	1,947 +10	+0.5%	+$1.29K	﹤0.01%	582
2024 Q2	$234K	Buy	1,937 +1	+0.1%	+$121	﹤0.01%	550
2024 Q1	$238K	Buy	1,936 +2	+0.1%	+$234	﹤0.01%	578
2023 Q4	$227K	Sell	1,934 -408	-17%	-$44.9K	﹤0.01%	577
2023 Q3	$252K	Hold	2,342	–	–	﹤0.01%	537
2023 Q2	$265K	Buy	+2,342	New	+$267K	﹤0.01%	547

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

Zacks Investment Management's DVY Position: Q2 2026 in Review

Zacks Investment Management increased its iShares Select Dividend ETF (DVY) stake by 63% in Q2 2026, buying an estimated $172K and bringing the position to 2,890 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Zacks Investment Management first reported a position in DVY in Q2 2023 and has held it in 11 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Zacks Investment Management held 2,890 shares of iShares Select Dividend ETF worth $452K as of Q2 2026.
Zacks Investment Management bought 1,115 iShares Select Dividend ETF shares in Q2 2026, an estimated $172K.
iShares Select Dividend ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #530 holding.
Zacks Investment Management first reported a position in iShares Select Dividend ETF in Q2 2023 and has held it in 11 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.