Advisortrust Partners’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
Q2
$2.02M Buy
12,892
+11,762
+1,041% +$1.81M 0.69% 34
2026
Q1
$171K Buy
+1,130
New +$171K 0.07% 178

Other funds holding DVY

Advisortrust Partners's DVY Position: Q2 2026 in Review

Advisortrust Partners increased its iShares Select Dividend ETF (DVY) stake by 1,041% in Q2 2026, buying an estimated $1.81M and bringing the position to 12,892 shares worth $2.02M. The position accounts for 0.69% of the portfolio, ranked #34.

Advisortrust Partners first reported a position in DVY in Q1 2026 and has held it in 2 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Advisortrust Partners held 12,892 shares of iShares Select Dividend ETF worth $2.02M as of Q2 2026.
  • Advisortrust Partners bought 11,762 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.81M.
  • iShares Select Dividend ETF made up 0.69% of Advisortrust Partners's portfolio in Q2 2026, its #34 holding.
  • Advisortrust Partners first reported a position in iShares Select Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.