Aspen Grove Capital’s iShares Select Dividend ETF DVY Stock Holding History

Aspen Grove Capital’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	$798K	Buy	5,105 +41	+0.8%	+$6.31K	0.11%	83
2026 Q1	$767K	Buy	5,064 +39	+0.8%	+$5.89K	0.15%	75
2025 Q4	$709K	Buy	5,025 +56	+1%	+$7.91K	0.12%	80
2025 Q3	$706K	Sell	4,969 -1,457	-23%	-$202K	0.12%	78
2025 Q2	$853K	Buy	6,426 +45	+0.7%	+$5.83K	0.15%	76
2025 Q1	$857K	Hold	6,381	–	–	0.16%	77
2024 Q4	$838K	Hold	6,381	–	–	0.18%	77
2024 Q3	$862K	Hold	6,381	–	–	0.19%	73
2024 Q2	$772K	Hold	6,381	–	–	0.18%	75
2024 Q1	$786K	Hold	6,381	–	–	0.22%	71
2023 Q4	$748K	Hold	6,381	–	–	0.23%	74
2023 Q3	$696K	Buy	6,381 +1,500	+31%	+$171K	0.26%	68
2023 Q2	$553K	Hold	4,881	–	–	0.18%	106
2023 Q1	$572K	Hold	4,881	–	–	0.25%	81
2022 Q4	$589K	Buy	+4,881	New	+$577K	0.27%	71

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

Aspen Grove Capital's DVY Position: Q2 2026 in Review

Aspen Grove Capital increased its iShares Select Dividend ETF (DVY) stake by 0.81% in Q2 2026, buying an estimated $6.31K and bringing the position to 5,105 shares worth $798K. The position accounts for 0.11% of the portfolio, ranked #83.

Aspen Grove Capital first reported a position in DVY in Q4 2022 and has held it in 15 quarters since. The position peaked at $862K in Q3 2024. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Aspen Grove Capital held 5,105 shares of iShares Select Dividend ETF worth $798K as of Q2 2026.
Aspen Grove Capital bought 41 iShares Select Dividend ETF shares in Q2 2026, an estimated $6.31K.
iShares Select Dividend ETF made up 0.11% of Aspen Grove Capital's portfolio in Q2 2026, its #83 holding.
Aspen Grove Capital first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 15 quarters since.
Aspen Grove Capital's iShares Select Dividend ETF position peaked at $862K in Q3 2024.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.