Bedel Financial Consulting’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $758K | Hold |
4,851
| – | – | 0.07% | 138 |
|
|
2026
Q1 | $735K | Hold |
4,851
| – | – | 0.08% | 134 |
|
|
2025
Q4 | $685K | Hold |
4,851
| – | – | 0.07% | 139 |
|
|
2025
Q3 | $689K | Hold |
4,851
| – | – | 0.09% | 128 |
|
|
2025
Q2 | $644K | Hold |
4,851
| – | – | 0.09% | 127 |
|
|
2025
Q1 | $625K | Hold |
4,851
| – | – | 0.09% | 126 |
|
|
2024
Q4 | $653K | Hold |
4,851
| – | – | 0.09% | 126 |
|
|
2024
Q3 | $655K | Buy |
4,851
+597
| +14% | +$77.2K | 0.09% | 121 |
|
|
2024
Q2 | $515K | Hold |
4,254
| – | – | 0.08% | 133 |
|
|
2024
Q1 | $524K | Hold |
4,254
| – | – | 0.08% | 128 |
|
|
2023
Q4 | $499K | Hold |
4,254
| – | – | 0.09% | 128 |
|
|
2023
Q3 | $458K | Hold |
4,254
| – | – | 0.09% | 130 |
|
|
2023
Q2 | $482K | Hold |
4,254
| – | – | 0.1% | 122 |
|
|
2023
Q1 | $498K | Hold |
4,254
| – | – | 0.12% | 112 |
|
|
2022
Q4 | $513K | Hold |
4,254
| – | – | 0.13% | 105 |
|
|
2022
Q3 | $504K | Buy |
4,254
+118
| +3% | +$14.1K | 0.13% | 106 |
|
|
2022
Q2 | $487K | Hold |
4,136
| – | – | 0.14% | 103 |
|
|
2022
Q1 | $530K | Hold |
4,136
| – | – | 0.17% | 84 |
|
|
2021
Q4 | $507K | Hold |
4,136
| – | – | 0.16% | 97 |
|
|
2021
Q3 | $474K | Hold |
4,136
| – | – | 0.16% | 93 |
|
|
2021
Q2 | $482K | Hold |
4,136
| – | – | 0.17% | 91 |
|
|
2021
Q1 | $472K | Hold |
4,136
| – | – | 0.18% | 91 |
|
|
2020
Q4 | $398K | Hold |
4,136
| – | – | 0.18% | 87 |
|
|
2020
Q3 | $337K | Hold |
4,136
| – | – | 0.17% | 87 |
|
|
2020
Q2 | $334K | Sell |
4,136
-886
| -18% | -$70.8K | 0.18% | 84 |
|
|
2020
Q1 | $369K | Hold |
5,022
| – | – | 0.24% | 69 |
|
|
2019
Q4 | $531K | Buy |
5,022
+336
| +7% | +$34.6K | 0.3% | 58 |
|
|
2019
Q3 | $478K | Hold |
4,686
| – | – | 0.29% | 66 |
|
|
2019
Q2 | $467K | Hold |
4,686
| – | – | 0.28% | 68 |
|
|
2019
Q1 | $460K | Hold |
4,686
| – | – | 0.29% | 68 |
|
|
2018
Q4 | $419K | Hold |
4,686
| – | – | 0.3% | 65 |
|
|
2018
Q3 | $457K | Hold |
4,686
| – | – | 0.31% | 67 |
|
|
2018
Q2 | $458K | Hold |
4,686
| – | – | 0.34% | 64 |
|
|
2018
Q1 | $446K | Hold |
4,686
| – | – | 0.34% | 59 |
|
|
2017
Q4 | $462K | Buy |
+4,686
| New | +$451K | 0.42% | 60 |
|
Other funds holding DVY
Bedel Financial Consulting's DVY Position: Q2 2026 in Review
Bedel Financial Consulting held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 4,851 shares worth $758K. The position accounts for 0.07% of the portfolio, ranked #138.
Bedel Financial Consulting first reported a position in DVY in Q4 2017 and has held it in 35 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Bedel Financial Consulting held 4,851 shares of iShares Select Dividend ETF worth $758K as of Q2 2026.
- Bedel Financial Consulting left its iShares Select Dividend ETF share count unchanged in Q2 2026.
- iShares Select Dividend ETF made up 0.07% of Bedel Financial Consulting's portfolio in Q2 2026, its #138 holding.
- Bedel Financial Consulting first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 35 quarters since.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.