B
DVY icon

Bensler’s iShares Select Dividend ETF DVY Stock Holding History

Bensler’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 		$2.24M Sell
14,336
-213
-1% -$32.8K 0.2% 77
2026
Q1 		$2.2M Sell
14,549
-767
-5% -$116K 0.23% 72
2025
Q4 		$2.16M Buy
15,316
+56
+0.4% +$7.91K 0.22% 78
2025
Q3 		$2.17M Sell
15,260
-497
-3% -$68.8K 0.23% 78
2025
Q2 		$2.09M Sell
15,757
-202
-1% -$26.2K 0.23% 78
2025
Q1 		$2.14M Sell
15,959
-1,905
-11% -$255K 0.27% 74
2024
Q4 		$2.35M Sell
17,864
-2,871
-14% -$391K 0.28% 75
2024
Q3 		$2.8M Sell
20,735
-1,514
-7% -$196K 0.35% 68
2024
Q2 		$2.69M Sell
22,249
-1,924
-8% -$234K 0.36% 65
2024
Q1 		$2.98M Sell
24,173
-2,694
-10% -$315K 0.43% 61
2023
Q4 		$3.15M Sell
26,867
-3,636
-12% -$400K 0.52% 63
2023
Q3 		$3.28M Sell
30,503
-1,022
-3% -$116K 0.63% 50
2023
Q2 		$3.57M Sell
31,525
-3,362
-10% -$383K 0.68% 49
2023
Q1 		$4.09M Sell
34,887
-1,298
-4% -$157K 0.83% 43
2022
Q4 		$4.36M Buy
36,185
+1,035
+3% +$122K 0.97% 32
2022
Q3 		$3.77M Buy
35,150
+944
+3% +$113K 0.9% 37
2022
Q2 		$4.02M Buy
34,206
+986
+3% +$123K 0.96% 31
2022
Q1 		$4.26M Buy
+33,220
New +$4.15M 0.9% 35

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

Bensler's DVY Position: Q2 2026 in Review

Bensler reduced its iShares Select Dividend ETF (DVY) stake by 1.5% in Q2 2026, selling an estimated $32.8K and leaving 14,336 shares worth $2.24M. The position accounts for 0.2% of the portfolio, ranked #77.

Bensler first reported a position in DVY in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.36M in Q4 2022. 550 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Bensler held 14,336 shares of iShares Select Dividend ETF worth $2.24M as of Q2 2026.
  • Bensler sold 213 iShares Select Dividend ETF shares in Q2 2026, an estimated $32.8K.
  • iShares Select Dividend ETF made up 0.2% of Bensler's portfolio in Q2 2026, its #77 holding.
  • Bensler first reported a position in iShares Select Dividend ETF in Q1 2022 and has held it in 18 quarters since.
  • Bensler's iShares Select Dividend ETF position peaked at $4.36M in Q4 2022.
  • 550 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.