Arrowroot Family Office’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$493K Buy
3,157
+78
+3% +$12K 0.14% 113
2026
Q1
$466K Buy
3,079
+31
+1% +$4.68K 0.15% 103
2025
Q4
$430K Buy
3,048
+104
+4% +$14.7K 0.16% 96
2025
Q3
$418K Buy
2,944
+68
+2% +$9.42K 0.17% 94
2025
Q2
$382K Buy
+2,876
New +$372K 0.17% 97
2024
Q4
$586K Sell
4,460
-268
-6% -$36.5K 0.3% 70
2024
Q3
$639K Sell
4,728
-945
-17% -$122K 0.37% 62
2024
Q2
$686K Sell
5,673
-4,103
-42% -$498K 0.44% 62
2024
Q1
$1.2M Sell
9,776
-5,561
-36% -$651K 0.77% 38
2023
Q4
$1.8M Sell
15,337
-2,879
-16% -$317K 1.27% 25
2023
Q3
$1.96M Sell
18,216
-229
-1% -$26K 1.55% 19
2023
Q2
$2.09M Buy
18,445
+140
+0.8% +$15.9K 1.58% 15
2023
Q1
$2.14M Buy
+18,305
New +$2.21M 1.83% 13

Other funds holding DVY

Arrowroot Family Office's DVY Position: Q2 2026 in Review

Arrowroot Family Office increased its iShares Select Dividend ETF (DVY) stake by 2.5% in Q2 2026, buying an estimated $12K and bringing the position to 3,157 shares worth $493K. The position accounts for 0.14% of the portfolio, ranked #113.

Arrowroot Family Office first reported a position in DVY in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.14M in Q1 2023. 1,422 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Arrowroot Family Office held 3,157 shares of iShares Select Dividend ETF worth $493K as of Q2 2026.
  • Arrowroot Family Office bought 78 iShares Select Dividend ETF shares in Q2 2026, an estimated $12K.
  • iShares Select Dividend ETF made up 0.14% of Arrowroot Family Office's portfolio in Q2 2026, its #113 holding.
  • Arrowroot Family Office first reported a position in iShares Select Dividend ETF in Q1 2023 and has held it in 13 quarters since.
  • Arrowroot Family Office's iShares Select Dividend ETF position peaked at $2.14M in Q1 2023.
  • 1,422 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.