American Institute for Advanced Investment Management’s iShares Select Dividend ETF DVY Stock Holding History

American Institute for Advanced Investment 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	$298K	Hold	1,906	–	–	0.17%	131
2026 Q1	$289K	Sell	1,906 -275	-13%	-$41.5K	0.19%	124
2025 Q4	$308K	Hold	2,181	–	–	0.2%	113
2025 Q3	$310K	Hold	2,181	–	–	0.2%	112
2025 Q2	$290K	Hold	2,181	–	–	0.2%	112
2025 Q1	$293K	Hold	2,181	–	–	0.22%	109
2024 Q4	$286K	Sell	2,181 -75	-3%	-$10.2K	0.21%	107
2024 Q3	$305K	Hold	2,256	–	–	0.22%	108
2024 Q2	$273K	Hold	2,256	–	–	0.21%	113
2024 Q1	$278K	Sell	2,256 -50	-2%	-$5.86K	0.22%	110
2023 Q4	$270K	Sell	2,306 -386	-14%	-$42.5K	0.24%	95
2023 Q3	$290K	Hold	2,692	–	–	0.27%	91
2023 Q2	$305K	Buy	+2,692	New	+$307K	0.27%	91
2023 Q1	–	Sell	-2,692	Closed	-$325K	–	106
2022 Q4	$325K	Hold	2,692	–	–	0.3%	85
2022 Q3	$289K	Hold	2,692	–	–	0.27%	83
2022 Q2	$317K	Hold	2,692	–	–	0.28%	81
2022 Q1	$345K	Buy	2,692 +185	+7%	+$23.1K	0.25%	85
2021 Q4	$307K	Hold	2,507	–	–	0.21%	96
2021 Q3	$288K	Hold	2,507	–	–	0.2%	95
2021 Q2	$292K	Hold	2,507	–	–	0.21%	92
2021 Q1	$286K	Hold	2,507	–	–	0.22%	88
2020 Q4	$241K	Hold	2,507	–	–	0.19%	94
2020 Q3	$204K	Hold	2,507	–	–	0.18%	93
2020 Q2	$202K	Buy	+2,507	New	+$200K	0.19%	90
2020 Q1	–	Sell	-2,632	Closed	-$278K	–	91
2019 Q4	$278K	Buy	+2,632	New	+$271K	0.27%	81

Other funds holding DVY

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NCM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

American Institute for Advanced Investment Management's DVY Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,906 shares worth $298K. The position accounts for 0.17% of the portfolio, ranked #131.

American Institute for Advanced Investment Management first reported a position in DVY in Q4 2019 and has held it in 25 quarters since. The position peaked at $345K in Q1 2022. 1,122 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

American Institute for Advanced Investment Management held 1,906 shares of iShares Select Dividend ETF worth $298K as of Q2 2026.
American Institute for Advanced Investment Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.17% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #131 holding.
American Institute for Advanced Investment Management first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 25 quarters since.
American Institute for Advanced Investment Management's iShares Select Dividend ETF position peaked at $345K in Q1 2022.
1,122 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.