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Benedict Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Benedict Financial 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 		$378K Buy
2,418
+30
+1% +$4.62K 0.07% 121
2026
Q1 		$362K Buy
2,388
+29
+1% +$4.38K 0.08% 119
2025
Q4 		$333K Sell
2,359
-20
-0.8% -$2.83K 0.07% 120
2025
Q3 		$338K Sell
2,379
-287
-11% -$39.7K 0.07% 116
2025
Q2 		$354K Buy
2,666
+46
+2% +$5.96K 0.08% 108
2025
Q1 		$352K Buy
2,620
+182
+7% +$24.4K 0.08% 110
2024
Q4 		$320K Buy
2,438
+540
+28% +$73.6K 0.08% 112
2024
Q3 		$256K Buy
1,898
+42
+2% +$5.43K 0.06% 120
2024
Q2 		$225K Buy
1,856
+47
+3% +$5.71K 0.06% 123
2024
Q1 		$223K Sell
1,809
-79
-4% -$9.25K 0.06% 125
2023
Q4 		$221K Buy
1,888
+25
+1% +$2.75K 0.06% 122
2023
Q3 		$200K Sell
1,863
-16
-0.9% -$1.82K 0.06% 120
2023
Q2 		$213K Buy
1,879
+8
+0.4% +$911 0.06% 119
2023
Q1 		$219K Sell
1,871
-73
-4% -$8.83K 0.06% 115
2022
Q4 		$234K Sell
1,944
-44
-2% -$5.21K 0.07% 111
2022
Q3 		$213K Buy
1,988
+12
+0.6% +$1.44K 0.07% 113
2022
Q2 		$232K Sell
1,976
-70
-3% -$8.76K 0.07% 114
2022
Q1 		$262K Buy
2,046
+2
+0.1% +$250 0.07% 115
2021
Q4 		$251K Buy
2,044
+2
+0.1% +$238 0.07% 120
2021
Q3 		$234K Sell
2,042
-57
-3% -$6.66K 0.07% 121
2021
Q2 		$245K Sell
2,099
-45
-2% -$5.35K 0.07% 122
2021
Q1 		$245K Sell
2,144
-43
-2% -$4.54K 0.07% 120
2020
Q4 		$210K Buy
+2,187
New +$198K 0.08% 103
2020
Q1 		– Sell
-2,331
Closed -$246K – 99
2019
Q4 		$246K Buy
2,331
+11
+0.5% +$1.13K 0.1% 98
2019
Q3 		$237K Sell
2,320
-179
-7% -$17.8K 0.1% 96
2019
Q2 		$249K Sell
2,499
-97
-4% -$9.57K 0.1% 98
2019
Q1 		$255K Buy
2,596
+13
+0.5% +$1.25K 0.11% 96
2018
Q4 		$231K Sell
2,583
-29
-1% -$2.78K 0.11% 96
2018
Q3 		$261K Buy
2,612
+12
+0.5% +$1.2K 0.12% 95
2018
Q2 		$254K Hold
2,600
– – 0.13% 94
2018
Q1 		$247K Sell
2,600
-8
-0.3% -$781 0.12% 96
2017
Q4 		$257K Sell
2,608
-68
-3% -$6.54K 0.12% 100
2017
Q3 		$251K Sell
2,676
-644
-19% -$59.6K 0.13% 99
2017
Q2 		$309K Sell
3,320
-69
-2% -$6.34K 0.16% 91
2017
Q1 		$309K Sell
3,389
-547
-14% -$49.5K 0.17% 88
2016
Q4 		$349K Sell
3,936
-139
-3% -$12K 0.2% 80
2016
Q3 		$343K Buy
4,075
+16
+0.4% +$1.38K 0.2% 77
2016
Q2 		$346K Buy
4,059
+155
+4% +$12.8K 0.2% 77
2016
Q1 		$319K Sell
3,904
-167
-4% -$12.7K 0.19% 78
2015
Q4 		$306K Sell
4,071
-264
-6% -$20.1K 0.19% 78
2015
Q3 		$315K Buy
4,335
+410
+10% +$30.6K 0.22% 76
2015
Q2 		$296K Sell
3,925
-138
-3% -$10.8K 0.19% 80
2015
Q1 		$319K Buy
4,063
+16
+0.4% +$1.27K 0.2% 81
2014
Q4 		$322K Buy
+4,047
New +$313K 0.21% 78

Other funds holding DVY

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 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
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Benedict Financial Advisors's DVY Position: Q2 2026 in Review

Benedict Financial Advisors increased its iShares Select Dividend ETF (DVY) stake by 1.3% in Q2 2026, buying an estimated $4.62K and bringing the position to 2,418 shares worth $378K. The position accounts for 0.07% of the portfolio, ranked #121.

Benedict Financial Advisors first reported a position in DVY in Q4 2014 and has held it in 44 quarters since. 263 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Benedict Financial Advisors held 2,418 shares of iShares Select Dividend ETF worth $378K as of Q2 2026.
  • Benedict Financial Advisors bought 30 iShares Select Dividend ETF shares in Q2 2026, an estimated $4.62K.
  • iShares Select Dividend ETF made up 0.07% of Benedict Financial Advisors's portfolio in Q2 2026, its #121 holding.
  • Benedict Financial Advisors first reported a position in iShares Select Dividend ETF in Q4 2014 and has held it in 44 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.