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

Aspire 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	$497K	Hold	3,180	–	–	0.1%	85
2026 Q1	$481K	Hold	3,180	–	–	0.11%	74
2025 Q4	$449K	Hold	3,180	–	–	0.11%	75
2025 Q3	$452K	Hold	3,180	–	–	0.11%	69
2025 Q2	$422K	Hold	3,180	–	–	0.12%	71
2025 Q1	$427K	Hold	3,180	–	–	0.13%	60
2024 Q4	$418K	Hold	3,180	–	–	0.12%	57
2024 Q3	$430K	Hold	3,180	–	–	0.13%	53
2024 Q2	$385K	Hold	3,180	–	–	0.13%	52
2024 Q1	$392K	Hold	3,180	–	–	0.13%	51
2023 Q4	$373K	Hold	3,180	–	–	0.15%	51
2023 Q3	$342K	Hold	3,180	–	–	0.16%	52
2023 Q2	$360K	Hold	3,180	–	–	0.18%	46
2023 Q1	$373K	Hold	3,180	–	–	0.2%	42
2022 Q4	$384K	Hold	3,180	–	–	0.22%	40
2022 Q3	$341K	Hold	3,180	–	–	0.27%	39
2022 Q2	$374K	Hold	3,180	–	–	0.28%	36
2022 Q1	$407K	Buy	+3,180	New	+$397K	0.39%	29

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

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

Aspire Capital Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 3,180 shares worth $497K. The position accounts for 0.1% of the portfolio, ranked #85.

Aspire Capital Advisors first reported a position in DVY in Q1 2022 and has held it in 18 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Aspire Capital Advisors held 3,180 shares of iShares Select Dividend ETF worth $497K as of Q2 2026.
Aspire Capital Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.1% of Aspire Capital Advisors's portfolio in Q2 2026, its #85 holding.
Aspire Capital Advisors first reported a position in iShares Select Dividend ETF in Q1 2022 and has held it in 18 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.