Ausdal Financial Partners’s iShares Select Dividend ETF DVY Stock Holding History

Ausdal Financial 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	$779K	Buy	4,982 +8	+0.2%	+$1.23K	0.03%	484
2026 Q1	$753K	Sell	4,974 -271	-5%	-$40.9K	0.03%	465
2025 Q4	$740K	Buy	5,245 +230	+5%	+$32.5K	0.03%	431
2025 Q3	$713K	Buy	5,015 +9	+0.2%	+$1.25K	0.03%	443
2025 Q2	$665K	Sell	5,006 -52	-1%	-$6.73K	0.04%	355
2025 Q1	$679K	Buy	5,058 +200	+4%	+$26.8K	0.05%	313
2024 Q4	$638K	Buy	4,858 +844	+21%	+$115K	0.06%	293
2024 Q3	$542K	Buy	4,014 +819	+26%	+$106K	0.06%	290
2024 Q2	$386K	Buy	3,195 +4	+0.1%	+$486	0.04%	334
2024 Q1	$393K	Buy	3,191 +8	+0.3%	+$937	0.05%	317
2023 Q4	$373K	Buy	3,183 +22	+0.7%	+$2.42K	0.05%	307
2023 Q3	$340K	Sell	3,161 -95	-3%	-$10.8K	0.05%	312
2023 Q2	$369K	Buy	3,256 +10	+0.3%	+$1.14K	0.05%	291
2023 Q1	$380K	Buy	3,246 +5	+0.2%	+$605	0.05%	291
2022 Q4	$391K	Buy	3,241 +36	+1%	+$4.26K	0.06%	282
2022 Q3	$344K	Sell	3,205 -150	-4%	-$18K	0.05%	304
2022 Q2	$395K	Buy	3,355 +187	+6%	+$23.4K	0.06%	298
2022 Q1	$406K	Sell	3,168 -55	-2%	-$6.87K	0.06%	319
2021 Q4	$395K	Buy	3,223 +136	+4%	+$16.2K	0.05%	327
2021 Q3	$354K	Buy	3,087 +1,029	+50%	+$120K	0.05%	334
2021 Q2	$240K	Buy	+2,058	New	+$245K	0.04%	391
2018 Q1	–	Sell	-3,920	Closed	-$386K	–	367
2017 Q4	$386K	Sell	3,920 -1,120	-22%	-$108K	0.14%	209
2017 Q3	$472K	Buy	5,040 +1,538	+44%	+$142K	0.19%	159
2017 Q2	$323K	Sell	3,502 -2	-0.1%	-$184	0.14%	205
2017 Q1	$319K	Sell	3,504 -49,882	-93%	-$4.52M	0.14%	186
2016 Q4	$4.73M	Sell	53,386 -186	-0.3%	-$16K	2.22%	7
2016 Q3	$4.59M	Sell	53,572 -1,821	-3%	-$157K	2.31%	4
2016 Q2	$4.72M	Buy	55,393 +54	+0.1%	+$4.45K	2.42%	5
2016 Q1	$4.52M	Sell	55,339 -493	-0.9%	-$37.6K	2.57%	5
2015 Q4	$4.2M	Buy	+55,832	New	+$4.24M	2.12%	4

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

Ausdal Financial Partners's DVY Position: Q2 2026 in Review

Ausdal Financial Partners increased its iShares Select Dividend ETF (DVY) stake by 0.16% in Q2 2026, buying an estimated $1.23K and bringing the position to 4,982 shares worth $779K. The position accounts for 0.03% of the portfolio, ranked #484.

Ausdal Financial Partners first reported a position in DVY in Q4 2015 and has held it in 30 quarters since. The position peaked at $4.73M in Q4 2016. 1,423 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Ausdal Financial Partners held 4,982 shares of iShares Select Dividend ETF worth $779K as of Q2 2026.
Ausdal Financial Partners bought 8 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.23K.
iShares Select Dividend ETF made up 0.03% of Ausdal Financial Partners's portfolio in Q2 2026, its #484 holding.
Ausdal Financial Partners first reported a position in iShares Select Dividend ETF in Q4 2015 and has held it in 30 quarters since.
Ausdal Financial Partners's iShares Select Dividend ETF position peaked at $4.73M in Q4 2016.
1,423 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.