American Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

American Financial 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	$259K	Hold	1,658	–	–	0.03%	150
2026 Q1	$251K	Sell	1,658 -185	-10%	-$27.9K	0.03%	141
2025 Q4	$260K	Buy	1,843 +3	+0.2%	+$424	0.03%	137
2025 Q3	$262K	Buy	1,840 +2	+0.1%	+$277	0.03%	137
2025 Q2	$244K	Buy	1,838 +2	+0.1%	+$259	0.03%	137
2025 Q1	$247K	Buy	1,836 +2	+0.1%	+$268	0.04%	128
2024 Q4	$241K	Buy	1,834 +3	+0.2%	+$409	0.03%	131
2024 Q3	$247K	Buy	1,831 +2	+0.1%	+$259	0.03%	127
2024 Q2	$221K	Buy	1,829 +2	+0.1%	+$243	0.03%	134
2024 Q1	$225K	Sell	1,827 -267	-13%	-$31.3K	0.03%	136
2023 Q4	$245K	Hold	2,094	–	–	0.04%	124
2023 Q3	$225K	Hold	2,094	–	–	0.04%	122
2023 Q2	$237K	Sell	2,094 -96	-4%	-$10.9K	0.04%	119
2023 Q1	$257K	Buy	2,190 +1	+0%	+$121	0.04%	110
2022 Q4	$264K	Buy	2,189 +108	+5%	+$12.8K	0.04%	103
2022 Q3	$223K	Buy	2,081 +185	+10%	+$22.2K	0.04%	107
2022 Q2	$223K	Sell	1,896 -210	-10%	-$26.3K	0.06%	71
2022 Q1	$270K	Buy	2,106 +4	+0.2%	+$500	0.04%	114
2021 Q4	$258K	Buy	2,102 +10	+0.5%	+$1.19K	0.03%	114
2021 Q3	$240K	Buy	2,092 +347	+20%	+$40.6K	0.03%	119
2021 Q2	$204K	Sell	1,745 -428	-20%	-$50.9K	0.03%	130
2021 Q1	$248K	Sell	2,173 -35	-2%	-$3.7K	0.04%	111
2020 Q4	$212K	Buy	+2,208	New	+$200K	0.03%	117
2020 Q1	–	Sell	-2,172	Closed	-$221K	–	98
2019 Q4	$221K	Sell	2,172 -165	-7%	-$17K	0.04%	86
2019 Q3	$238K	Sell	2,337 -457	-16%	-$45.6K	0.05%	86
2019 Q2	$278K	Sell	2,794 -1,784	-39%	-$176K	0.05%	83
2019 Q1	$449K	Sell	4,578 -1,808	-28%	-$173K	0.09%	62
2018 Q4	$570K	Buy	+6,386	New	+$612K	0.12%	55

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Financial Advisors's DVY Position: Q2 2026 in Review

American Financial Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,658 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #150.

American Financial Advisors first reported a position in DVY in Q4 2018 and has held it in 28 quarters since. The position peaked at $570K in Q4 2018. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

American Financial Advisors held 1,658 shares of iShares Select Dividend ETF worth $259K as of Q2 2026.
American Financial Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.03% of American Financial Advisors's portfolio in Q2 2026, its #150 holding.
American Financial Advisors first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 28 quarters since.
American Financial Advisors's iShares Select Dividend ETF position peaked at $570K in Q4 2018.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.