Appleton Partners’s iShares Select Dividend ETF DVY Stock Holding History

Appleton Partners’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	$967K	Hold	6,184	–	–	0.06%	153
2026 Q1	$936K	Hold	6,184	–	–	0.07%	143
2025 Q4	$873K	Hold	6,184	–	–	0.06%	149
2025 Q3	$879K	Hold	6,184	–	–	0.06%	148
2025 Q2	$821K	Hold	6,184	–	–	0.06%	144
2025 Q1	$830K	Hold	6,184	–	–	0.06%	140
2024 Q4	$812K	Hold	6,184	–	–	0.06%	140
2024 Q3	$835K	Hold	6,184	–	–	0.06%	142
2024 Q2	$748K	Hold	6,184	–	–	0.06%	144
2024 Q1	$762K	Hold	6,184	–	–	0.06%	152
2023 Q4	$725K	Hold	6,184	–	–	0.06%	160
2023 Q3	$666K	Buy	+6,184	New	+$703K	0.06%	164
2020 Q4	–	Sell	-2,987	Closed	-$244K	–	276
2020 Q3	$244K	Hold	2,987	–	–	0.03%	247
2020 Q2	$241K	Sell	2,987 -63	-2%	-$5.03K	0.03%	234
2020 Q1	$224K	Sell	3,050 -994	-25%	-$95K	0.03%	242
2019 Q4	$427K	Sell	4,044 -194	-5%	-$20K	0.05%	210
2019 Q3	$432K	Hold	4,238	–	–	0.05%	202
2019 Q2	$422K	Buy	+4,238	New	+$418K	0.05%	203
2018 Q4	–	Sell	-2,472	Closed	-$247K	–	255
2018 Q3	$247K	Buy	2,472 +284	+13%	+$28.5K	0.03%	237
2018 Q2	$214K	Sell	2,188 -3	-0.1%	-$291	0.03%	252
2018 Q1	$208K	Sell	2,191 -635	-22%	-$62K	0.03%	251
2017 Q4	$279K	Hold	2,826	–	–	0.04%	226
2017 Q3	$265K	Hold	2,826	–	–	0.04%	210
2017 Q2	$261K	Sell	2,826 -40	-1%	-$3.68K	0.04%	212
2017 Q1	$261K	Buy	+2,866	New	+$260K	0.05%	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

WMA

Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return

Appleton Partners's DVY Position: Q2 2026 in Review

Appleton Partners held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 6,184 shares worth $967K. The position accounts for 0.06% of the portfolio, ranked #153.

Appleton Partners first reported a position in DVY in Q1 2017 and has held it in 25 quarters since. 368 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Appleton Partners held 6,184 shares of iShares Select Dividend ETF worth $967K as of Q2 2026.
Appleton Partners left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.06% of Appleton Partners's portfolio in Q2 2026, its #153 holding.
Appleton Partners first reported a position in iShares Select Dividend ETF in Q1 2017 and has held it in 25 quarters since.
368 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.