Certified Advisory Corp’s iShares Select Dividend ETF DVY Stock Holding History

Certified Advisory Corp’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	$350K	Sell	2,240 -38	-2%	-$5.85K	0.03%	260
2026 Q1	$345K	Buy	2,278 +38	+2%	+$5.74K	0.03%	255
2025 Q4	$316K	Hold	2,240	–	–	0.03%	260
2025 Q3	$318K	Hold	2,240	–	–	0.03%	261
2025 Q2	$297K	Hold	2,240	–	–	0.03%	254
2025 Q1	$301K	Hold	2,240	–	–	0.03%	239
2024 Q4	$294K	Hold	2,240	–	–	0.03%	248
2024 Q3	$303K	Hold	2,240	–	–	0.03%	245
2024 Q2	$271K	Sell	2,240 -898	-29%	-$109K	0.03%	248
2024 Q1	$387K	Buy	3,138 +898	+40%	+$105K	0.05%	195
2023 Q4	$263K	Hold	2,240	–	–	0.04%	235
2023 Q3	$241K	Buy	+2,240	New	+$255K	0.04%	210
2021 Q2	–	Sell	-18	Closed	-$2K	–	341
2021 Q1	$2K	Buy	+18	New	+$1.9K	﹤0.01%	730
2020 Q2	$674K	Sell	8,353 -3,179	-28%	-$254K	0.22%	104
2020 Q1	$848K	Sell	11,532 -1,080	-9%	-$103K	0.34%	73
2019 Q4	$1.33M	Buy	12,612 +7	+0.1%	+$721	0.43%	57
2019 Q3	$1.28M	Sell	12,605 -545	-4%	-$54.3K	0.45%	56
2019 Q2	$1.31M	Buy	13,150 +158	+1%	+$15.6K	0.49%	48
2019 Q1	$1.28M	Buy	12,992 +914	+8%	+$87.5K	0.54%	42
2018 Q4	$1.08M	Buy	12,078 +901	+8%	+$86.3K	0.56%	45
2018 Q3	$1.11M	Sell	11,177 -133	-1%	-$13.3K	0.52%	45
2018 Q2	$1.1M	Buy	11,310 +21	+0.2%	+$2.04K	0.61%	40
2018 Q1	$1.07M	Buy	11,289 +69	+0.6%	+$6.74K	0.64%	41
2017 Q4	$1.1M	Buy	+11,220	New	+$1.08M	0.79%	32

Other funds holding DVY

NCM

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Certified Advisory Corp's DVY Position: Q2 2026 in Review

Certified Advisory Corp reduced its iShares Select Dividend ETF (DVY) stake by 1.7% in Q2 2026, selling an estimated $5.85K and leaving 2,240 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #260.

Certified Advisory Corp first reported a position in DVY in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.33M in Q4 2019. 516 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Certified Advisory Corp held 2,240 shares of iShares Select Dividend ETF worth $350K as of Q2 2026.
Certified Advisory Corp sold 38 iShares Select Dividend ETF shares in Q2 2026, an estimated $5.85K.
iShares Select Dividend ETF made up 0.03% of Certified Advisory Corp's portfolio in Q2 2026, its #260 holding.
Certified Advisory Corp first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 24 quarters since.
Certified Advisory Corp's iShares Select Dividend ETF position peaked at $1.33M in Q4 2019.
516 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.