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B. Riley Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

B. Riley Wealth 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 		$862K Buy
5,459
+175
+3% +$26.9K 0.05% 336
2026
Q1 		$793K Sell
5,284
-2,058
-28% -$311K 0.05% 335
2025
Q4 		$1.04M Sell
7,342
-434
-6% -$61.3K 0.05% 337
2025
Q3 		$1.1M Sell
7,776
-1,658
-18% -$230K 0.05% 326
2025
Q2 		$1.25M Buy
+9,434
New +$1.22M 0.06% 299
2024
Q4 		$1.8M Sell
13,678
-216
-2% -$29.4K 0.06% 300
2024
Q3 		$1.87M Sell
13,894
-2,100
-13% -$272K 0.05% 329
2024
Q2 		$1.93M Sell
15,994
-3,638
-19% -$442K 0.05% 347
2024
Q1 		$2.14M Buy
19,632
+2,494
+15% +$292K 0.06% 332
2023
Q4 		$2.01M Sell
17,138
-2,494
-13% -$274K 0.05% 358
2023
Q3 		$2.14M Buy
19,632
+869
+5% +$98.8K 0.06% 332
2023
Q2 		$2.13M Sell
18,763
-623
-3% -$71K 0.05% 358
2023
Q1 		$2.27M Sell
19,386
-3,767
-16% -$456K 0.06% 314
2022
Q4 		$2.79M Buy
23,153
+3,376
+17% +$399K 0.08% 258
2022
Q3 		$2.12M Buy
19,777
+7,596
+62% +$910K 0.06% 295
2022
Q2 		$1.43M Sell
12,181
-25,013
-67% -$3.13M 0.06% 320
2022
Q1 		$4.77M Sell
37,194
-634
-2% -$79.2K 0.16% 140
2021
Q4 		$4.64M Buy
37,828
+1,233
+3% +$147K 0.13% 162
2021
Q3 		$4.2M Buy
36,595
+855
+2% +$99.9K 0.13% 166
2021
Q2 		$4.17M Buy
35,740
+1,384
+4% +$165K 0.14% 177
2021
Q1 		$3.92M Buy
34,356
+24,346
+243% +$2.57M 0.14% 169
2020
Q4 		$963K Sell
10,010
-1,180
-11% -$107K 0.05% 341
2020
Q3 		$912K Buy
11,190
+191
+2% +$15.9K 0.05% 329
2020
Q2 		$888K Buy
10,999
+243
+2% +$19.4K 0.06% 299
2020
Q1 		$791K Sell
10,756
-95,216
-90% -$9.1M 0.07% 280
2019
Q4 		$11.2M Buy
105,972
+5,896
+6% +$607K 0.95% 16
2019
Q3 		$10.2M Buy
100,076
+12,851
+15% +$1.28M 1% 15
2019
Q2 		$8.69M Buy
87,225
+19,787
+29% +$1.95M 0.95% 14
2019
Q1 		$6.62M Buy
67,438
+14,372
+27% +$1.38M 0.83% 18
2018
Q4 		$4.74M Buy
53,066
+150
+0.3% +$14.4K 0.67% 30
2018
Q3 		$5.28M Buy
52,916
+1,506
+3% +$151K 0.63% 28
2018
Q2 		$5.03M Sell
51,410
-263
-0.5% -$25.5K 0.66% 28
2018
Q1 		$4.92M Sell
51,673
-1,173
-2% -$115K 0.69% 23
2017
Q4 		$5.21M Sell
52,846
-1,539
-3% -$148K 0.7% 22
2017
Q3 		$5.09M Sell
54,385
-179
-0.3% -$16.6K 0.85% 24
2017
Q2 		$5.03M Sell
54,564
-863
-2% -$79.4K 0.91% 17
2017
Q1 		$5.05M Sell
55,427
-5,749
-9% -$521K 1.01% 14
2016
Q4 		$5.42M Buy
61,176
+234
+0.4% +$20.2K 1.1% 12
2016
Q3 		$5.22M Sell
60,942
-1,735
-3% -$150K 1.02% 9
2016
Q2 		$5.05M Buy
62,677
+355
+0.6% +$29.2K 1.01% 9
2016
Q1 		$4.8M Buy
62,322
+6,037
+11% +$461K 1.11% 7
2015
Q4 		$4.23M Buy
56,285
+2,515
+5% +$191K 0.86% 16
2015
Q3 		$3.91M Buy
53,770
+2,122
+4% +$159K 0.94% 11
2015
Q2 		$3.89M Sell
51,648
-2,955
-5% -$231K 0.97% 11
2015
Q1 		$4.25M Sell
54,603
-5,548
-9% -$439K 1.04% 9
2014
Q4 		$4.78K Buy
60,151
+15,600
+35% +$1.2M 0.1% 257
2014
Q3 		$3.29M Sell
44,551
-41,938
-48% -$3.16M 0.86% 17
2014
Q2 		$3.29M Buy
86,489
+39,880
+86% +$2.98M 0.77% 11
2014
Q1 		$3.42M Sell
46,609
-721
-2% -$51.2K 1.03% 8
2013
Q4 		$3.38M Sell
47,330
-4,778
-9% -$332K 1.08% 11
2013
Q3 		$3.46M Sell
52,108
-9,030
-15% -$600K 1.18% 7
2013
Q2 		$3.91M Buy
+61,138
New +$3.96M 1.33% 8

Other funds holding DVY

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

B. Riley Wealth Advisors's DVY Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares Select Dividend ETF (DVY) stake by 3.3% in Q2 2026, buying an estimated $26.9K and bringing the position to 5,459 shares worth $862K. The position accounts for 0.05% of the portfolio, ranked #336.

B. Riley Wealth Advisors first reported a position in DVY in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.2M in Q4 2019. 550 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • B. Riley Wealth Advisors held 5,459 shares of iShares Select Dividend ETF worth $862K as of Q2 2026.
  • B. Riley Wealth Advisors bought 175 iShares Select Dividend ETF shares in Q2 2026, an estimated $26.9K.
  • iShares Select Dividend ETF made up 0.05% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #336 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's iShares Select Dividend ETF position peaked at $11.2M in Q4 2019.
  • 550 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.