AIA
DVY icon

Arbor Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Arbor Investment 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 		$383K Buy
2,452
+242
+11% +$37.3K 0.04% 97
2026
Q1 		$335K Sell
2,210
-26
-1% -$3.93K 0.04% 79
2025
Q4 		$316K Sell
2,236
-242
-10% -$34.2K 0.04% 83
2025
Q3 		$352K Buy
2,478
+212
+9% +$29.4K 0.04% 89
2025
Q2 		$301K Sell
2,266
-46
-2% -$5.96K 0.04% 82
2025
Q1 		$310K Sell
2,312
-443
-16% -$59.4K 0.04% 73
2024
Q4 		$362K Sell
2,755
-41
-1% -$5.59K 0.05% 67
2024
Q3 		$378K Sell
2,796
-87
-3% -$11.2K 0.05% 75
2024
Q2 		$349K Hold
2,883
– – 0.05% 66
2024
Q1 		$355K Sell
2,883
-92
-3% -$10.8K 0.05% 74
2023
Q4 		$349K Hold
2,975
– – 0.05% 67
2023
Q3 		$320K Hold
2,975
– – 0.06% 70
2023
Q2 		$337K Hold
2,975
– – 0.06% 71
2023
Q1 		$349K Sell
2,975
-40
-1% -$4.84K 0.06% 66
2022
Q4 		$364K Hold
3,015
– – 0.07% 70
2022
Q3 		$323K Sell
3,015
-61
-2% -$7.31K 0.08% 50
2022
Q2 		$362K Sell
3,076
-35
-1% -$4.38K 0.08% 66
2022
Q1 		$399K Sell
3,111
-105
-3% -$13.1K 0.08% 68
2021
Q4 		$394K Buy
3,216
+13
+0.4% +$1.55K 0.07% 68
2021
Q3 		$367K Sell
3,203
-56
-2% -$6.55K 0.07% 68
2021
Q2 		$380K Sell
3,259
-30
-0.9% -$3.57K 0.08% 67
2021
Q1 		$375K Sell
3,289
-33
-1% -$3.49K 0.08% 67
2020
Q4 		$320K Buy
3,322
+15
+0.5% +$1.36K 0.07% 69
2020
Q3 		$270K Buy
3,307
+13
+0.4% +$1.08K 0.07% 72
2020
Q2 		$266K Sell
3,294
-61
-2% -$4.87K 0.07% 72
2020
Q1 		$247K Buy
3,355
+23
+0.7% +$2.2K 0.08% 68
2019
Q4 		$352K Sell
3,332
-207
-6% -$21.3K 0.1% 66
2019
Q3 		$361K Sell
3,539
-33
-0.9% -$3.29K 0.11% 62
2019
Q2 		$356K Buy
3,572
+16
+0.4% +$1.58K 0.11% 54
2019
Q1 		$349K Sell
3,556
-371
-9% -$35.5K 0.11% 53
2018
Q4 		$351K Sell
3,927
-399
-9% -$38.2K 0.13% 35
2018
Q3 		$432K Sell
4,326
-108
-2% -$10.8K 0.16% 36
2018
Q2 		$433K Sell
4,434
-412
-9% -$40K 0.17% 34
2018
Q1 		$461K Buy
4,846
+57
+1% +$5.57K 0.19% 31
2017
Q4 		$472K Sell
4,789
-93
-2% -$8.95K 0.21% 28
2017
Q3 		$457K Sell
4,882
-58
-1% -$5.37K 0.21% 27
2017
Q2 		$456K Sell
4,940
-84
-2% -$7.72K 0.23% 26
2017
Q1 		$458K Sell
5,024
-2,316
-32% -$210K 0.23% 26
2016
Q4 		$650K Sell
7,340
-352
-5% -$30.3K 0.35% 21
2016
Q3 		$659K Sell
7,692
-241
-3% -$20.8K 0.36% 20
2016
Q2 		$677K Sell
7,933
-64
-0.8% -$5.27K 0.39% 20
2016
Q1 		$653K Buy
7,997
+22
+0.3% +$1.68K 0.39% 19
2015
Q4 		$599K Sell
7,975
-608
-7% -$46.2K 0.36% 20
2015
Q3 		$624K Sell
8,583
-84
-1% -$6.28K 0.39% 19
2015
Q2 		$651K Sell
8,667
-209
-2% -$16.3K 0.36% 21
2015
Q1 		$692K Sell
8,876
-703
-7% -$55.6K 0.38% 21
2014
Q4 		$761K Sell
9,579
-619
-6% -$47.8K 0.43% 18
2014
Q3 		$753K Buy
10,198
+26
+0.3% +$1.96K 0.42% 21
2014
Q2 		$783K Buy
10,172
+8
+0.1% +$598 0.42% 22
2014
Q1 		$745K Sell
10,164
-490
-5% -$34.8K 0.43% 22
2013
Q4 		$760K Sell
10,654
-685
-6% -$47.6K 0.46% 22
2013
Q3 		$752K Sell
11,339
-58
-0.5% -$3.85K 0.49% 20
2013
Q2 		$730K Buy
+11,397
New +$738K 0.51% 19

Other funds holding DVY

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
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

Arbor Investment Advisors's DVY Position: Q2 2026 in Review

Arbor Investment Advisors increased its iShares Select Dividend ETF (DVY) stake by 11% in Q2 2026, buying an estimated $37.3K and bringing the position to 2,452 shares worth $383K. The position accounts for 0.04% of the portfolio, ranked #97.

Arbor Investment Advisors first reported a position in DVY in Q2 2013 and has held it in 53 quarters since. The position peaked at $783K in Q2 2014. 497 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Arbor Investment Advisors held 2,452 shares of iShares Select Dividend ETF worth $383K as of Q2 2026.
  • Arbor Investment Advisors bought 242 iShares Select Dividend ETF shares in Q2 2026, an estimated $37.3K.
  • iShares Select Dividend ETF made up 0.04% of Arbor Investment Advisors's portfolio in Q2 2026, its #97 holding.
  • Arbor Investment Advisors first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 53 quarters since.
  • Arbor Investment Advisors's iShares Select Dividend ETF position peaked at $783K in Q2 2014.
  • 497 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.