Belpointe Asset Management’s iShares Select Dividend ETF DVY Stock Holding History

Belpointe Asset Management’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	$1.56M	Buy	9,975 +330	+3%	+$50.8K	0.05%	349
2026 Q1	$1.46M	Sell	9,645 -60	-0.6%	-$9.06K	0.05%	321
2025 Q4	$1.37M	Sell	9,705 -57	-0.6%	-$8.05K	0.05%	327
2025 Q3	$1.39M	Buy	9,762 +13	+0.1%	+$1.8K	0.05%	315
2025 Q2	$1.29M	Sell	9,749 -480	-5%	-$62.1K	0.05%	283
2025 Q1	$1.37M	Buy	10,229 +137	+1%	+$18.4K	0.07%	265
2024 Q4	$1.35M	Sell	10,092 -76	-0.7%	-$10.4K	0.08%	241
2024 Q3	$1.37M	Buy	10,168 +45	+0.4%	+$5.82K	0.08%	240
2024 Q2	$1.22M	Sell	10,123 -466	-4%	-$56.6K	0.09%	218
2024 Q1	$1.3M	Sell	10,589 -93	-0.9%	-$10.9K	0.1%	205
2023 Q4	$1.25M	Buy	10,682 +969	+10%	+$107K	0.11%	183
2023 Q3	$1.05M	Sell	9,713 -217	-2%	-$24.7K	0.11%	187
2023 Q2	$1.13M	Sell	9,930 -14,912	-60%	-$1.7M	0.12%	165
2023 Q1	$2.91M	Sell	24,842 -9,729	-28%	-$1.18M	0.16%	129
2022 Q4	$4.17M	Buy	34,571 +1,999	+6%	+$236K	0.25%	72
2022 Q3	$3.49M	Buy	32,572 +3,301	+11%	+$396K	0.24%	79
2022 Q2	$3.44M	Buy	29,271 +11,425	+64%	+$1.43M	0.23%	87
2022 Q1	$2.29M	Buy	17,846 +8,631	+94%	+$1.08M	0.14%	152
2021 Q4	$1.13M	Sell	9,215 -192	-2%	-$22.9K	0.07%	284
2021 Q3	$1.08M	Sell	9,407 -279	-3%	-$32.6K	0.07%	290
2021 Q2	$1.13M	Buy	9,686 +766	+9%	+$91.1K	0.08%	265
2021 Q1	$1.02M	Buy	8,920 +372	+4%	+$39.3K	0.09%	249
2020 Q4	$822K	Sell	8,548 -610	-7%	-$55.4K	0.07%	289
2020 Q3	$746K	Buy	9,158 +2,860	+45%	+$239K	0.08%	254
2020 Q2	$509K	Sell	6,298 -186	-3%	-$14.9K	0.07%	300
2020 Q1	$477K	Sell	6,484 -1,359	-17%	-$130K	0.08%	252
2019 Q4	$829K	Buy	7,843 +1,650	+27%	+$170K	0.11%	211
2019 Q3	$631K	Sell	6,193 -1,328	-18%	-$132K	0.1%	221
2019 Q2	$749K	Buy	+7,521	New	+$742K	0.15%	149
2019 Q1	–	Sell	-2,447	Closed	-$219K	–	468
2018 Q4	$219K	Sell	2,447 -3,118	-56%	-$299K	0.06%	326
2018 Q3	$555K	Buy	5,565 +2,229	+67%	+$223K	0.09%	232
2018 Q2	$326K	Buy	3,336 +336	+11%	+$32.6K	0.09%	241
2018 Q1	$285K	Sell	3,000 -1,645	-35%	-$161K	0.08%	259
2017 Q4	$458K	Buy	4,645 +2,374	+105%	+$228K	0.1%	243
2017 Q3	$213K	Buy	+2,271	New	+$210K	0.05%	384

Other funds holding DVY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Belpointe Asset Management's DVY Position: Q2 2026 in Review

Belpointe Asset Management increased its iShares Select Dividend ETF (DVY) stake by 3.4% in Q2 2026, buying an estimated $50.8K and bringing the position to 9,975 shares worth $1.56M. The position accounts for 0.05% of the portfolio, ranked #349.

Belpointe Asset Management first reported a position in DVY in Q3 2017 and has held it in 35 quarters since. The position peaked at $4.17M in Q4 2022. 729 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Belpointe Asset Management held 9,975 shares of iShares Select Dividend ETF worth $1.56M as of Q2 2026.
Belpointe Asset Management bought 330 iShares Select Dividend ETF shares in Q2 2026, an estimated $50.8K.
iShares Select Dividend ETF made up 0.05% of Belpointe Asset Management's portfolio in Q2 2026, its #349 holding.
Belpointe Asset Management first reported a position in iShares Select Dividend ETF in Q3 2017 and has held it in 35 quarters since.
Belpointe Asset Management's iShares Select Dividend ETF position peaked at $4.17M in Q4 2022.
729 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.