Aptus Capital Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Aptus Capital Advisors’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	$1.88M	Buy	12,038 +607	+5%	+$93.4K	0.01%	509
2026 Q1	$1.73M	Buy	11,431 +2,331	+26%	+$352K	0.01%	495
2025 Q4	$1.28M	Sell	9,100 -3	-0%	-$424	0.01%	528
2025 Q3	$1.29M	Sell	9,103 -194	-2%	-$26.9K	0.01%	505
2025 Q2	$1.23M	Buy	9,297 +48	+0.5%	+$6.21K	0.01%	495
2025 Q1	$1.24M	Sell	9,249 -2,749	-23%	-$369K	0.01%	469
2024 Q4	$1.58M	Buy	11,998 +2,186	+22%	+$298K	0.02%	437
2024 Q3	$1.33M	Sell	9,812 -1,351	-12%	-$175K	0.02%	364
2024 Q2	$1.35M	Sell	11,163 -349	-3%	-$42.4K	0.02%	346
2024 Q1	$1.42M	Buy	11,512 +10,885	+1,736%	+$1.27M	0.03%	344
2023 Q4	$73.5K	Sell	627 -2,198	-78%	-$242K	﹤0.01%	638
2023 Q3	$304K	Sell	2,825 -373	-12%	-$42.4K	0.01%	471
2023 Q2	$362K	Buy	3,198 +5	+0.2%	+$570	0.01%	367
2023 Q1	$374K	Buy	3,193 +1,920	+151%	+$232K	0.01%	351
2022 Q4	$154K	Sell	1,273 -4	-0.3%	-$473	﹤0.01%	499
2022 Q3	$137K	Buy	1,277 +227	+22%	+$27.2K	﹤0.01%	473
2022 Q2	$124K	Buy	1,050 +79	+8%	+$9.89K	﹤0.01%	403
2022 Q1	$124K	Buy	971 +580	+148%	+$72.5K	﹤0.01%	453
2021 Q4	$48K	Hold	391	–	–	﹤0.01%	430
2021 Q3	$45K	Buy	391 +9	+2%	+$1.05K	﹤0.01%	419
2021 Q2	$45K	Hold	382	–	–	﹤0.01%	433
2021 Q1	$44K	Hold	382	–	–	﹤0.01%	404
2020 Q4	$36K	Hold	382	–	–	﹤0.01%	374
2020 Q3	$31K	Hold	382	–	–	﹤0.01%	376
2020 Q2	$30K	Hold	382	–	–	﹤0.01%	344
2020 Q1	$28K	Hold	382	–	–	﹤0.01%	337
2019 Q4	$40K	Hold	382	–	–	﹤0.01%	405
2019 Q3	$38K	Buy	+382	New	+$38.1K	﹤0.01%	401

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

Aptus Capital Advisors's DVY Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Select Dividend ETF (DVY) stake by 5.3% in Q2 2026, buying an estimated $93.4K and bringing the position to 12,038 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #509.

Aptus Capital Advisors first reported a position in DVY in Q3 2019 and has held it in 28 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Aptus Capital Advisors held 12,038 shares of iShares Select Dividend ETF worth $1.88M as of Q2 2026.
Aptus Capital Advisors bought 607 iShares Select Dividend ETF shares in Q2 2026, an estimated $93.4K.
iShares Select Dividend ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #509 holding.
Aptus Capital Advisors first reported a position in iShares Select Dividend ETF in Q3 2019 and has held it in 28 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.