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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ausdal Financial Partners's DVY Position: Q1 2026 in Review

Ausdal Financial Partners reduced its iShares Select Dividend ETF (DVY) stake by 5.2% in Q1 2026, selling an estimated $40.9K and leaving 4,974 shares worth $753K. The position accounts for 0.03% of the portfolio, ranked #465.

Ausdal Financial Partners first reported a position in DVY in Q4 2015 and has held it in 29 quarters since. The position peaked at $4.73M in Q4 2016. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Ausdal Financial Partners held 4,974 shares of iShares Select Dividend ETF worth $753K as of Q1 2026.
  • Ausdal Financial Partners sold 271 iShares Select Dividend ETF shares in Q1 2026, an estimated $40.9K.
  • iShares Select Dividend ETF made up 0.03% of Ausdal Financial Partners's portfolio in Q1 2026, its #465 holding.
  • Ausdal Financial Partners first reported a position in iShares Select Dividend ETF in Q4 2015 and has held it in 29 quarters since.
  • Ausdal Financial Partners's iShares Select Dividend ETF position peaked at $4.73M in Q4 2016.
  • 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.