Apella Capital’s iShares Select Dividend ETF DVY Stock Holding History

Apella Capital’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	$1.12M	Sell	7,000 -720	-9%	-$111K	0.02%	351
2026 Q1	$1.18M	Buy	7,720 +2,454	+47%	+$371K	0.02%	335
2025 Q4	$743K	Buy	5,266 +1,031	+24%	+$146K	0.01%	304
2025 Q3	$590K	Buy	4,235 +1	+0%	+$138	0.01%	303
2025 Q2	$574K	Buy	4,234 +2,370	+127%	+$307K	0.02%	282
2025 Q1	$234K	Sell	1,864 -15	-0.8%	-$2.01K	0.01%	350
2024 Q4	$247K	Buy	+1,879	New	+$256K	0.01%	306

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

ONB

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Apella Capital's DVY Position: Q2 2026 in Review

Apella Capital reduced its iShares Select Dividend ETF (DVY) stake by 9.3% in Q2 2026, selling an estimated $111K and leaving 7,000 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #351.

Apella Capital first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q1 2026. 280 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Apella Capital held 7,000 shares of iShares Select Dividend ETF worth $1.12M as of Q2 2026.
Apella Capital sold 720 iShares Select Dividend ETF shares in Q2 2026, an estimated $111K.
iShares Select Dividend ETF made up 0.02% of Apella Capital's portfolio in Q2 2026, its #351 holding.
Apella Capital first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Apella Capital's iShares Select Dividend ETF position peaked at $1.18M in Q1 2026.
280 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.