AJ Advisors’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
$228K Buy
1,462
+12
+0.8% +$1.85K 0.07% 34
2026
Q1
$220K Buy
1,450
+11
+0.8% +$1.66K 0.08% 32
2025
Q4
$203K Buy
1,439
+16
+1% +$2.26K 0.08% 35
2025
Q3
$202K Sell
1,423
-171
-11% -$23.7K 0.08% 36
2025
Q2
$212K Buy
1,594
+11
+0.7% +$1.42K 0.09% 37
2025
Q1
$213K Buy
+1,583
New +$212K 0.11% 32

Other funds holding DVY

AJ Advisors's DVY Position: Q2 2026 in Review

AJ Advisors increased its iShares Select Dividend ETF (DVY) stake by 0.83% in Q2 2026, buying an estimated $1.85K and bringing the position to 1,462 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #34.

AJ Advisors first reported a position in DVY in Q1 2025 and has held it in 6 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • AJ Advisors held 1,462 shares of iShares Select Dividend ETF worth $228K as of Q2 2026.
  • AJ Advisors bought 12 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.85K.
  • iShares Select Dividend ETF made up 0.07% of AJ Advisors's portfolio in Q2 2026, its #34 holding.
  • AJ Advisors first reported a position in iShares Select Dividend ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on AJ Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.