Alterna Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Alterna Wealth Management’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	$1.24M	Hold	7,957	–	–	0.71%	41
2026 Q1	$1.2M	Hold	7,957	–	–	0.91%	35
2025 Q4	$1.12M	Hold	7,957	–	–	0.94%	31
2025 Q3	$1.13M	Hold	7,957	–	–	0.93%	32
2025 Q2	$1.06M	Sell	7,957 -12	-0.2%	-$1.55K	0.85%	32
2025 Q1	$1.07M	Buy	7,969 +12	+0.2%	+$1.61K	0.81%	33
2024 Q4	$1.04M	Hold	7,957	–	–	0.88%	31
2024 Q3	$1.07M	Hold	7,957	–	–	0.96%	27
2024 Q2	$963K	Buy	+7,957	New	+$966K	0.84%	33

Other funds holding DVY

NCM

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

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

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Alterna Wealth Management's DVY Position: Q2 2026 in Review

Alterna Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 7,957 shares worth $1.24M. The position accounts for 0.71% of the portfolio, ranked #41.

Alterna Wealth Management first reported a position in DVY in Q2 2024 and has held it in 9 quarters since. 497 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Alterna Wealth Management held 7,957 shares of iShares Select Dividend ETF worth $1.24M as of Q2 2026.
Alterna Wealth Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.71% of Alterna Wealth Management's portfolio in Q2 2026, its #41 holding.
Alterna Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2024 and has held it in 9 quarters since.
497 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.