1620 Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

1620 Investment Advisors’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	$42.9K	Hold	274	–	–	0.03%	337
2026 Q1	$41.5K	Sell	274 -10	-4%	-$1.51K	0.03%	324
2025 Q4	$40.1K	Hold	284	–	–	0.03%	327
2025 Q3	$40.3K	Buy	284 +1	+0.4%	+$138	0.03%	321
2025 Q2	$37.7K	Sell	283 -30	-10%	-$3.88K	0.03%	338
2025 Q1	$42.1K	Hold	313	–	–	0.03%	317
2024 Q4	$41.1K	Buy	313 +67	+27%	+$9.13K	0.03%	321
2024 Q3	$33.2K	Hold	246	–	–	0.02%	347
2024 Q2	$29.7K	Buy	+246	New	+$29.9K	0.02%	351

Other funds holding DVY

NCM

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

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

FTWA

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

JWM

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

FUBT

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

ONB

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

SWA

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

AAIM

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

1620 Investment Advisors's DVY Position: Q2 2026 in Review

1620 Investment Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 274 shares worth $42.9K. The position accounts for 0.03% of the portfolio, ranked #337.

1620 Investment Advisors first reported a position in DVY in Q2 2024 and has held it in 9 quarters since. 497 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

1620 Investment Advisors held 274 shares of iShares Select Dividend ETF worth $42.9K as of Q2 2026.
1620 Investment Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.03% of 1620 Investment Advisors's portfolio in Q2 2026, its #337 holding.
1620 Investment Advisors first reported a position in iShares Select Dividend ETF in Q2 2024 and has held it in 9 quarters since.
497 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.