Advisornet Financial’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $322K | Buy |
2,128
+5
| +0.2% | +$755 | 0.02% | 503 |
|
|
2025
Q4 | $300K | Buy |
2,123
+7
| +0.3% | +$989 | 0.02% | 501 |
|
|
2025
Q3 | $301K | Buy |
2,116
+6
| +0.3% | +$831 | 0.02% | 493 |
|
|
2025
Q2 | $280K | Buy |
2,110
+5
| +0.2% | +$647 | 0.02% | 495 |
|
|
2025
Q1 | $283K | Buy |
2,105
+1,287
| +157% | +$173K | 0.02% | 469 |
|
|
2024
Q4 | $107K | Sell |
818
-108
| -12% | -$14.7K | 0.01% | 669 |
|
|
2024
Q3 | $125K | Sell |
926
-369
| -28% | -$47.7K | 0.01% | 640 |
|
|
2024
Q2 | $157K | Buy |
1,295
+64
| +5% | +$7.77K | 0.01% | 534 |
|
|
2024
Q1 | $152K | Sell |
1,231
-11,538
| -90% | -$1.35M | 0.01% | 530 |
|
|
2023
Q4 | $1.5M | Buy |
12,769
+1,175
| +10% | +$129K | 0.14% | 172 |
|
|
2023
Q3 | $1.25M | Sell |
11,594
-405
| -3% | -$46.1K | 0.11% | 182 |
|
|
2023
Q2 | $1.36M | Buy |
11,999
+190
| +2% | +$21.6K | 0.12% | 177 |
|
|
2023
Q1 | $1.38M | Buy |
11,809
+860
| +8% | +$104K | 0.13% | 169 |
|
|
2022
Q4 | $1.32M | Buy |
10,949
+1,085
| +11% | +$128K | 0.13% | 171 |
|
|
2022
Q3 | $1.06M | Buy |
9,864
+321
| +3% | +$38.5K | 0.11% | 197 |
|
|
2022
Q2 | $1.12M | Buy |
9,543
+1,339
| +16% | +$168K | 0.11% | 192 |
|
|
2022
Q1 | $1.05M | Buy |
8,204
+314
| +4% | +$39.2K | 0.07% | 238 |
|
|
2021
Q4 | $967K | Buy |
7,890
+4,424
| +128% | +$527K | 0.06% | 272 |
|
|
2021
Q3 | $398K | Buy |
3,466
+2,851
| +464% | +$333K | 0.03% | 412 |
|
|
2021
Q2 | $72K | Hold |
615
| – | – | ﹤0.01% | 879 |
|
|
2021
Q1 | $70K | Hold |
615
| – | – | 0.01% | 852 |
|
|
2020
Q4 | $59K | Sell |
615
-145
| -19% | -$13.2K | ﹤0.01% | 830 |
|
|
2020
Q3 | $62K | Sell |
760
-7
| -0.9% | -$584 | 0.01% | 804 |
|
|
2020
Q2 | $62K | Buy |
767
+271
| +55% | +$21.6K | 0.01% | 791 |
|
|
2020
Q1 | $36K | Sell |
496
-155
| -24% | -$14.8K | ﹤0.01% | 901 |
|
|
2019
Q4 | $69K | Sell |
651
-50
| -7% | -$5.15K | 0.01% | 789 |
|
|
2019
Q3 | $71K | Buy |
701
+314
| +81% | +$31.3K | 0.01% | 783 |
|
|
2019
Q2 | $39K | Buy |
387
+30
| +8% | +$2.96K | ﹤0.01% | 878 |
|
|
2019
Q1 | $35K | Sell |
357
-250
| -41% | -$23.9K | ﹤0.01% | 832 |
|
|
2018
Q4 | $54K | Sell |
607
-42
| -6% | -$4.02K | 0.01% | 672 |
|
|
2018
Q3 | $65K | Sell |
649
-71
| -10% | -$7.12K | 0.01% | 654 |
|
|
2018
Q2 | $70K | Sell |
720
-247
| -26% | -$24K | 0.01% | 620 |
|
|
2018
Q1 | $92K | Buy |
967
+45
| +5% | +$4.39K | 0.01% | 546 |
|
|
2017
Q4 | $91K | Buy |
+922
| New | +$88.7K | 0.01% | 503 |
|
Other funds holding DVY
Advisornet Financial's DVY Position: Q1 2026 in Review
Advisornet Financial increased its iShares Select Dividend ETF (DVY) stake by 0.24% in Q1 2026, buying an estimated $755 and bringing the position to 2,128 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #503.
Advisornet Financial first reported a position in DVY in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.5M in Q4 2023. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.
- Advisornet Financial held 2,128 shares of iShares Select Dividend ETF worth $322K as of Q1 2026.
- Advisornet Financial bought 5 iShares Select Dividend ETF shares in Q1 2026, an estimated $755.
- iShares Select Dividend ETF made up 0.02% of Advisornet Financial's portfolio in Q1 2026, its #503 holding.
- Advisornet Financial first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 34 quarters since.
- Advisornet Financial's iShares Select Dividend ETF position peaked at $1.5M in Q4 2023.
- 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.