Ameritas Advisory Services’s iShares Select Dividend ETF DVY Stock Holding History

Ameritas Advisory Services’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	$3.85M	Buy	24,618 +7,844	+47%	+$1.21M	0.08%	239
2026 Q1	$2.54M	Sell	16,774 -708	-4%	-$107K	0.1%	193
2025 Q4	$2.47M	Buy	17,482 +817	+5%	+$115K	0.09%	198
2025 Q3	$2.37M	Buy	16,665 +3,813	+30%	+$528K	0.15%	126
2025 Q2	$1.71M	Sell	12,852 -8,466	-40%	-$1.1M	0.09%	222
2025 Q1	$2.82M	Sell	21,318 -2,793	-12%	-$375K	0.11%	175
2024 Q4	$3.17M	Buy	24,111 +5,607	+30%	+$764K	0.11%	173
2024 Q3	$2.5M	Sell	18,504 -3,920	-17%	-$507K	0.11%	186
2024 Q2	$2.71M	Sell	22,424 -660	-3%	-$80.1K	0.1%	197
2024 Q1	$2.8M	Buy	23,084 +3,721	+19%	+$436K	0.12%	189
2023 Q4	$2.25M	Sell	19,363 -4,707	-20%	-$518K	0.12%	158
2023 Q3	$2.59M	Buy	24,070 +6,484	+37%	+$737K	0.13%	167
2023 Q2	$1.99M	Sell	17,586 -7,995	-31%	-$911K	0.26%	92
2023 Q1	$3M	Sell	25,581 -11,309	-31%	-$1.37M	0.15%	134
2022 Q4	$4.45M	Buy	36,890 +4,289	+13%	+$507K	0.21%	108
2022 Q3	$3.5M	Buy	32,601 +877	+3%	+$105K	0.21%	102
2022 Q2	$3.73M	Buy	31,724 +1,501	+5%	+$188K	0.22%	101
2022 Q1	$3.87M	Buy	30,223 +2,011	+7%	+$251K	0.14%	118
2021 Q4	$3.46M	Buy	+28,212	New	+$3.36M	0.13%	137

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

Ameritas Advisory Services's DVY Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares Select Dividend ETF (DVY) stake by 47% in Q2 2026, buying an estimated $1.21M and bringing the position to 24,618 shares worth $3.85M. The position accounts for 0.08% of the portfolio, ranked #239.

Ameritas Advisory Services first reported a position in DVY in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.45M in Q4 2022. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Ameritas Advisory Services held 24,618 shares of iShares Select Dividend ETF worth $3.85M as of Q2 2026.
Ameritas Advisory Services bought 7,844 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.21M.
iShares Select Dividend ETF made up 0.08% of Ameritas Advisory Services's portfolio in Q2 2026, its #239 holding.
Ameritas Advisory Services first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's iShares Select Dividend ETF position peaked at $4.45M in Q4 2022.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.