Arax Advisory Partners’s iShares Select Dividend ETF DVY Stock Holding History

Arax Advisory 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	$9.83M	Buy	62,910 +32,169	+105%	+$4.95M	0.07%	305
2026 Q1	$4.65M	Buy	30,741 +1,284	+4%	+$194K	0.13%	145
2025 Q4	$4.16M	Buy	+29,457	New	+$4.16M	0.12%	142
2025 Q3	–	Sell	-26,735	Closed	-$3.87M	–	3769
2025 Q2	$3.87M	Sell	26,735 -513	-2%	-$66.4K	0.18%	96
2025 Q1	$3.66M	Sell	27,248 -1,320	-5%	-$177K	0.23%	78
2024 Q4	$3.75M	Sell	28,568 -1,497	-5%	-$204K	0.24%	76
2024 Q3	$4.06M	Sell	30,065 -181	-0.6%	-$23.4K	0.36%	42
2024 Q2	$3.66M	Sell	30,246 -1,425	-4%	-$173K	0.36%	45
2024 Q1	$3.9M	Sell	31,671 -1,834	-5%	-$215K	0.41%	41
2023 Q4	$3.93M	Sell	33,505 -4,934	-13%	-$543K	0.44%	41
2023 Q3	$4.14M	Sell	38,439 -106,654	-74%	-$12.1M	0.52%	37
2023 Q2	$16.4M	Buy	145,093 +5,441	+4%	+$620K	2.1%	17
2023 Q1	$16.4M	Buy	139,652 +5,985	+4%	+$724K	2.17%	19
2022 Q4	$16.1M	Buy	133,667 +8,662	+7%	+$1.02M	2.23%	17
2022 Q3	$13.4M	Buy	125,005 +8,433	+7%	+$1.01M	2.11%	14
2022 Q2	$13.7M	Buy	116,572 +8,562	+8%	+$1.07M	2.08%	16
2022 Q1	$13.8M	Buy	108,010 +6,135	+6%	+$767K	1.84%	20
2021 Q4	$12.5M	Buy	101,875 +84,518	+487%	+$10.1M	1.58%	17
2021 Q3	$1.99M	Buy	17,357 +509	+3%	+$59.5K	0.27%	50
2021 Q2	$1.97M	Buy	+16,848	New	+$2M	0.27%	51
2020 Q4	$1.89M	Buy	19,613 +150	+0.8%	+$13.6K	0.28%	45
2020 Q3	$1.59M	Sell	19,463 -941	-5%	-$78.5K	0.27%	47
2020 Q2	$1.65M	Sell	20,404 -1,346	-6%	-$108K	0.29%	46
2020 Q1	$1.6M	Buy	21,750 +21,550	+10,775%	+$2.06M	0.37%	40
2019 Q4	$21K	Hold	200	–	–	0.01%	411
2019 Q3	$20K	Hold	200	–	–	0.01%	408
2019 Q2	$20K	Buy	+200	New	+$19.7K	0.01%	408
2018 Q4	$18K	Hold	200	–	–	0.01%	382
2018 Q3	$20K	Buy	+200	New	+$20.1K	0.01%	403

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

Arax Advisory Partners's DVY Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Select Dividend ETF (DVY) stake by 105% in Q2 2026, buying an estimated $4.95M and bringing the position to 62,910 shares worth $9.83M. The position accounts for 0.07% of the portfolio, ranked #305.

Arax Advisory Partners first reported a position in DVY in Q3 2018 and has held it in 29 quarters since. The position peaked at $16.4M in Q2 2023. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Arax Advisory Partners held 62,910 shares of iShares Select Dividend ETF worth $9.83M as of Q2 2026.
Arax Advisory Partners bought 32,169 iShares Select Dividend ETF shares in Q2 2026, an estimated $4.95M.
iShares Select Dividend ETF made up 0.07% of Arax Advisory Partners's portfolio in Q2 2026, its #305 holding.
Arax Advisory Partners first reported a position in iShares Select Dividend ETF in Q3 2018 and has held it in 29 quarters since.
Arax Advisory Partners's iShares Select Dividend ETF position peaked at $16.4M in Q2 2023.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.