American Wealth 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
$2.95M Buy
18,905
+849
+5% +$131K 2.77% 8
2026
Q1
$2.73M Buy
18,056
+4,602
+34% +$695K 2.85% 8
2025
Q4
$1.9M Buy
13,454
+198
+1% +$28K 1.86% 11
2025
Q3
$1.88M Buy
+13,256
New +$1.84M 1.86% 12

Other funds holding DVY

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

American Wealth Advisors increased its iShares Select Dividend ETF (DVY) stake by 4.7% in Q2 2026, buying an estimated $131K and bringing the position to 18,905 shares worth $2.95M. The position accounts for 2.77% of the portfolio, ranked #8.

American Wealth Advisors first reported a position in DVY in Q3 2025 and has held it in 4 quarters since. 1,417 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • American Wealth Advisors held 18,905 shares of iShares Select Dividend ETF worth $2.95M as of Q2 2026.
  • American Wealth Advisors bought 849 iShares Select Dividend ETF shares in Q2 2026, an estimated $131K.
  • iShares Select Dividend ETF made up 2.77% of American Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • American Wealth Advisors first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,417 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on American Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.