Bogart Wealth LLC’s iShares Asia/Pacific Dividend ETF DVYA Stock Holding History

Bogart Wealth LLC’s Portfolio DVYA Stock Details DVYA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$39.5K	Hold	836	–	–	﹤0.01%	599
2026 Q1	$40.3K	Hold	836	–	–	﹤0.01%	548
2025 Q4	$37K	Hold	836	–	–	﹤0.01%	546
2025 Q3	$35.1K	Hold	836	–	–	﹤0.01%	531
2025 Q2	$32.1K	Hold	836	–	–	﹤0.01%	537
2025 Q1	$29.8K	Hold	836	–	–	﹤0.01%	501
2024 Q4	$29.9K	Hold	836	–	–	﹤0.01%	498
2024 Q3	$32.4K	Hold	836	–	–	﹤0.01%	479
2024 Q2	$29.3K	Hold	836	–	–	﹤0.01%	479
2024 Q1	$30.3K	Hold	836	–	–	﹤0.01%	451
2023 Q4	$29.9K	Buy	836 +30	+4%	+$980	﹤0.01%	443
2023 Q3	$25.8K	Hold	806	–	–	﹤0.01%	433
2023 Q2	$26.5K	Buy	806 +18	+2%	+$602	﹤0.01%	415
2023 Q1	$26.7K	Buy	788 +8	+1%	+$279	﹤0.01%	410
2022 Q4	$26.3K	Buy	+780	New	+$24.2K	﹤0.01%	387

Other funds holding DVYA

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bogart Wealth LLC's DVYA Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares Asia/Pacific Dividend ETF (DVYA) position steady in Q2 2026 at 836 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Bogart Wealth LLC first reported a position in DVYA in Q4 2022 and has held it in 15 quarters since. The position peaked at $40.3K in Q1 2026. 37 funds tracked by Wall St. Rank hold DVYA as of Q2 2026.

Bogart Wealth LLC held 836 shares of iShares Asia/Pacific Dividend ETF worth $39.5K as of Q2 2026.
Bogart Wealth LLC left its iShares Asia/Pacific Dividend ETF share count unchanged in Q2 2026.
iShares Asia/Pacific Dividend ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #599 holding.
Bogart Wealth LLC first reported a position in iShares Asia/Pacific Dividend ETF in Q4 2022 and has held it in 15 quarters since.
Bogart Wealth LLC's iShares Asia/Pacific Dividend ETF position peaked at $40.3K in Q1 2026.
37 funds tracked by Wall St. Rank held iShares Asia/Pacific Dividend ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.