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DVY icon

AF Advisors’s iShares Select Dividend ETF DVY Stock Holding History

AF 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 		$400K Sell
2,561
-247
-9% -$38K 0.2% 19
2026
Q1 		$425K Sell
2,808
-15
-0.5% -$2.27K 0.24% 17
2025
Q4 		$398K Sell
2,823
-92
-3% -$13K 0.15% 16
2025
Q3 		$414K Buy
2,915
+6
+0.2% +$831 0.17% 16
2025
Q2 		$386K Buy
2,909
+6
+0.2% +$777 0.13% 15
2025
Q1 		$390K Buy
2,903
+5
+0.2% +$670 0.07% 12
2024
Q4 		$380K Sell
2,898
-94
-3% -$12.8K 0.05% 13
2024
Q3 		$404K Buy
2,992
+8
+0.3% +$1.03K 0.06% 12
2024
Q2 		$361K Sell
2,984
-310
-9% -$37.6K 0.07% 13
2024
Q1 		$406K Buy
3,294
+7
+0.2% +$820 0.09% 10
2023
Q4 		$385K Buy
3,287
+20
+0.6% +$2.2K 0.09% 9
2023
Q3 		$352K Hold
3,267
– – 0.11% 10
2023
Q2 		$370K Buy
3,267
+6
+0.2% +$683 0.12% 8
2023
Q1 		$382K Buy
3,261
+111
+4% +$13.4K 0.15% 8
2022
Q4 		$338K Hold
3,150
– – 0.21% 9
2022
Q3 		$338K Sell
3,150
-100
-3% -$12K 0.21% 8
2022
Q2 		$382K Buy
+3,250
New +$407K 0.24% 7
2022
Q1 		– Sell
-3,600
Closed -$441K – 18
2021
Q4 		$441K Hold
3,600
– – 0.25% 10
2021
Q3 		$413K Hold
3,600
– – 0.26% 11
2021
Q2 		$420K Sell
3,600
-18
-0.5% -$2.14K 0.21% 10
2021
Q1 		$413K Hold
3,618
– – 0.22% 4
2020
Q4 		$347K Hold
3,618
– – 0.17% 10
2020
Q3 		$295K Hold
3,618
– – 0.18% 11
2020
Q2 		$290K Sell
3,618
-2,700
-43% -$216K 0.18% 10
2020
Q1 		$266K Buy
6,318
+2,700
+75% +$258K 0.22% 10
2019
Q4 		$382K Buy
+3,618
New +$373K 0.25% 7

Other funds holding DVY

Truist Financial
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MP
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AF Advisors's DVY Position: Q2 2026 in Review

AF Advisors reduced its iShares Select Dividend ETF (DVY) stake by 8.8% in Q2 2026, selling an estimated $38K and leaving 2,561 shares worth $400K. The position accounts for 0.2% of the portfolio, ranked #19.

AF Advisors first reported a position in DVY in Q4 2019 and has held it in 26 quarters since. The position peaked at $441K in Q4 2021. 729 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • AF Advisors held 2,561 shares of iShares Select Dividend ETF worth $400K as of Q2 2026.
  • AF Advisors sold 247 iShares Select Dividend ETF shares in Q2 2026, an estimated $38K.
  • iShares Select Dividend ETF made up 0.2% of AF Advisors's portfolio in Q2 2026, its #19 holding.
  • AF Advisors first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 26 quarters since.
  • AF Advisors's iShares Select Dividend ETF position peaked at $441K in Q4 2021.
  • 729 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on AF Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.