Cambridge Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Cambridge 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	$553K	Buy	3,538 +13	+0.4%	+$2K	0.1%	121
2026 Q1	$534K	Buy	3,525 +75	+2%	+$11.3K	0.1%	115
2025 Q4	$487K	Hold	3,450	–	–	0.09%	121
2025 Q3	$490K	Buy	3,450 +200	+6%	+$27.7K	0.1%	120
2025 Q2	$432K	Hold	3,250	–	–	0.09%	125
2025 Q1	$436K	Sell	3,250 -40	-1%	-$5.36K	0.1%	120
2024 Q4	$432K	Hold	3,290	–	–	0.1%	120
2024 Q3	$444K	Hold	3,290	–	–	0.1%	126
2024 Q2	$398K	Hold	3,290	–	–	0.09%	128
2024 Q1	$405K	Sell	3,290 -50	-1%	-$5.86K	0.1%	129
2023 Q4	$392K	Hold	3,340	–	–	0.1%	129
2023 Q3	$360K	Hold	3,340	–	–	0.1%	129
2023 Q2	$378K	Sell	3,340 -180	-5%	-$20.5K	0.1%	127
2023 Q1	$412K	Hold	3,520	–	–	0.11%	128
2022 Q4	$425K	Hold	3,520	–	–	0.11%	122
2022 Q3	$377K	Hold	3,520	–	–	0.11%	123
2022 Q2	$414K	Sell	3,520 -155	-4%	-$19.4K	0.11%	119
2022 Q1	$471K	Hold	3,675	–	–	0.11%	126
2021 Q4	$451K	Hold	3,675	–	–	0.1%	131
2021 Q3	$422K	Hold	3,675	–	–	0.1%	129
2021 Q2	$429K	Hold	3,675	–	–	0.1%	123
2021 Q1	$419K	Hold	3,675	–	–	0.11%	118
2020 Q4	$353K	Hold	3,675	–	–	0.1%	123
2020 Q3	$300K	Hold	3,675	–	–	0.09%	123
2020 Q2	$297K	Hold	3,675	–	–	0.09%	117
2020 Q1	$270K	Buy	3,675 +180	+5%	+$17.2K	0.1%	116
2019 Q4	$369K	Hold	3,495	–	–	0.11%	112
2019 Q3	$356K	Hold	3,495	–	–	0.12%	100
2019 Q2	$348K	Sell	3,495 -448	-11%	-$44.2K	0.11%	108
2019 Q1	$387K	Sell	3,943 -131	-3%	-$12.5K	0.13%	101
2018 Q4	$364K	Hold	4,074	–	–	0.14%	101
2018 Q3	$406K	Sell	4,074 -1	-0%	-$100	0.14%	94
2018 Q2	$398K	Hold	4,075	–	–	0.14%	96
2018 Q1	$388K	Hold	4,075	–	–	0.14%	100
2017 Q4	$402K	Buy	4,075 +205	+5%	+$19.7K	0.15%	100
2017 Q3	$362K	Sell	3,870 -373	-9%	-$34.5K	0.14%	106
2017 Q2	$391K	Hold	4,243	–	–	0.16%	98
2017 Q1	$387K	Hold	4,243	–	–	0.16%	99
2016 Q4	$376K	Sell	4,243 -17	-0.4%	-$1.46K	0.17%	102
2016 Q3	$365K	Hold	4,260	–	–	0.16%	102
2016 Q2	$363K	Hold	4,260	–	–	0.17%	99
2016 Q1	$348K	Buy	+4,260	New	+$325K	0.16%	101

Other funds holding DVY

NCM

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Cambridge Advisors's DVY Position: Q2 2026 in Review

Cambridge Advisors increased its iShares Select Dividend ETF (DVY) stake by 0.37% in Q2 2026, buying an estimated $2K and bringing the position to 3,538 shares worth $553K. The position accounts for 0.1% of the portfolio, ranked #121.

Cambridge Advisors first reported a position in DVY in Q1 2016 and has held it in 42 quarters since. 263 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Cambridge Advisors held 3,538 shares of iShares Select Dividend ETF worth $553K as of Q2 2026.
Cambridge Advisors bought 13 iShares Select Dividend ETF shares in Q2 2026, an estimated $2K.
iShares Select Dividend ETF made up 0.1% of Cambridge Advisors's portfolio in Q2 2026, its #121 holding.
Cambridge Advisors first reported a position in iShares Select Dividend ETF in Q1 2016 and has held it in 42 quarters since.
263 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

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