Accredited Investors’s iShares Select Dividend ETF DVY Stock Holding History

Accredited Investors’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	$1.21M	Hold	7,719	–	–	0.05%	104
2026 Q1	$1.17M	Sell	7,719 -421	-5%	-$63.6K	0.06%	100
2025 Q4	$1.15M	Sell	8,140 -35	-0.4%	-$4.94K	0.06%	96
2025 Q3	$1.16M	Sell	8,175 -420	-5%	-$58.2K	0.06%	94
2025 Q2	$1.14M	Buy	8,595 +35	+0.4%	+$4.53K	0.07%	88
2025 Q1	$1.15M	Buy	8,560 +5,419	+173%	+$727K	0.07%	83
2024 Q4	$412K	Buy	3,141 +853	+37%	+$116K	0.02%	149
2024 Q3	$309K	Buy	2,288 +464	+25%	+$60K	0.02%	174
2024 Q2	$221K	Hold	1,824	–	–	0.01%	201
2024 Q1	$225K	Buy	+1,824	New	+$214K	0.01%	191
2020 Q3	–	Sell	-2,586	Closed	-$209K	–	139
2020 Q2	$209K	Buy	+2,586	New	+$207K	0.04%	122
2020 Q1	–	Sell	-2,746	Closed	-$290K	–	136
2019 Q4	$290K	Sell	2,746 -399	-13%	-$41.1K	0.05%	112
2019 Q3	$321K	Hold	3,145	–	–	0.06%	106
2019 Q2	$313K	Sell	3,145 -28	-0.9%	-$2.76K	0.06%	108
2019 Q1	$312K	Buy	3,173 +28	+0.9%	+$2.68K	0.06%	105
2018 Q4	$281K	Hold	3,145	–	–	0.06%	100
2018 Q3	$314K	Hold	3,145	–	–	0.08%	92
2018 Q2	$307K	Hold	3,145	–	–	0.08%	84
2018 Q1	$299K	Hold	3,145	–	–	0.08%	81
2017 Q4	$310K	Hold	3,145	–	–	0.09%	84
2017 Q3	$295K	Buy	3,145 +812	+35%	+$75.1K	0.08%	88
2017 Q2	$215K	Hold	2,333	–	–	0.06%	94
2017 Q1	$213K	Buy	+2,333	New	+$211K	0.05%	99

Other funds holding DVY

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

NCM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Accredited Investors's DVY Position: Q2 2026 in Review

Accredited Investors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 7,719 shares worth $1.21M. The position accounts for 0.05% of the portfolio, ranked #104.

Accredited Investors first reported a position in DVY in Q1 2017 and has held it in 23 quarters since. 729 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Accredited Investors held 7,719 shares of iShares Select Dividend ETF worth $1.21M as of Q2 2026.
Accredited Investors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.05% of Accredited Investors's portfolio in Q2 2026, its #104 holding.
Accredited Investors first reported a position in iShares Select Dividend ETF in Q1 2017 and has held it in 23 quarters since.
729 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.