Apollon Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Apollon Wealth 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	$1.17M	Sell	7,506 -32	-0.4%	-$4.93K	0.01%	672
2026 Q1	$1.14M	Sell	7,538 -1,866	-20%	-$282K	0.02%	554
2025 Q4	$1.33M	Buy	9,404 +555	+6%	+$78.4K	0.02%	478
2025 Q3	$1.26M	Buy	8,849 +1	+0%	+$138	0.02%	506
2025 Q2	$1.18M	Sell	8,848 -1,054	-11%	-$136K	0.02%	508
2025 Q1	$1.33M	Buy	9,902 +2,685	+37%	+$360K	0.03%	427
2024 Q4	$947K	Buy	7,217 +706	+11%	+$96.2K	0.02%	536
2024 Q3	$880K	Sell	6,511 -229	-3%	-$29.6K	0.02%	530
2024 Q2	$815K	Buy	6,740 +49	+0.7%	+$5.95K	0.02%	527
2024 Q1	$824K	Sell	6,691 -48	-0.7%	-$5.62K	0.03%	526
2023 Q4	$790K	Buy	6,739 +435	+7%	+$47.9K	0.03%	529
2023 Q3	$679K	Sell	6,304 -10,658	-63%	-$1.21M	0.03%	467
2023 Q2	$1.92M	Buy	16,962 +10,761	+174%	+$1.23M	0.09%	219
2023 Q1	$727K	Buy	6,201 +75	+1%	+$9.07K	0.04%	416
2022 Q4	$739K	Buy	6,126 +265	+5%	+$31.4K	0.05%	386
2022 Q3	$628K	Sell	5,861 -103	-2%	-$12.3K	0.05%	379
2022 Q2	$702K	Sell	5,964 -100	-2%	-$12.5K	0.06%	350
2022 Q1	$777K	Buy	6,064 +853	+16%	+$107K	0.06%	350
2021 Q4	$639K	Buy	+5,211	New	+$621K	0.05%	403
2020 Q3	–	Sell	-939	Closed	-$76K	–	295
2020 Q2	$76K	Buy	+939	New	+$75K	0.04%	201

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

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

ONB

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

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Apollon Wealth Management's DVY Position: Q2 2026 in Review

Apollon Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 0.42% in Q2 2026, selling an estimated $4.93K and leaving 7,506 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #672.

Apollon Wealth Management first reported a position in DVY in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.92M in Q2 2023. 418 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Apollon Wealth Management held 7,506 shares of iShares Select Dividend ETF worth $1.17M as of Q2 2026.
Apollon Wealth Management sold 32 iShares Select Dividend ETF shares in Q2 2026, an estimated $4.93K.
iShares Select Dividend ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #672 holding.
Apollon Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2020 and has held it in 20 quarters since.
Apollon Wealth Management's iShares Select Dividend ETF position peaked at $1.92M in Q2 2023.
418 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.