Concurrent Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Concurrent Investment 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	$5.09M	Sell	32,577 -2,912	-8%	-$448K	0.04%	429
2026 Q1	$5.37M	Buy	35,489 +1,367	+4%	+$206K	0.06%	344
2025 Q4	$4.82M	Buy	34,122 +26,727	+361%	+$3.78M	0.05%	337
2025 Q3	$1.05M	Buy	7,395 +26	+0.4%	+$3.6K	0.02%	641
2025 Q2	$979K	Sell	7,369 -812	-10%	-$105K	0.02%	604
2025 Q1	$1.1M	Buy	8,181 +2,108	+35%	+$283K	0.03%	525
2024 Q4	$797K	Buy	6,073 +882	+17%	+$120K	0.02%	548
2024 Q3	$701K	Buy	5,191 +237	+5%	+$30.6K	0.02%	542
2024 Q2	$599K	Buy	4,954 +775	+19%	+$94.1K	0.02%	541
2024 Q1	$515K	Buy	4,179 +390	+10%	+$45.7K	0.02%	541
2023 Q4	$444K	Buy	+3,789	New	+$417K	0.02%	519

Other funds holding DVY

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Concurrent Investment Advisors's DVY Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its iShares Select Dividend ETF (DVY) stake by 8.2% in Q2 2026, selling an estimated $448K and leaving 32,577 shares worth $5.09M. The position accounts for 0.04% of the portfolio, ranked #429.

Concurrent Investment Advisors first reported a position in DVY in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.37M in Q1 2026. 1,428 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Concurrent Investment Advisors held 32,577 shares of iShares Select Dividend ETF worth $5.09M as of Q2 2026.
Concurrent Investment Advisors sold 2,912 iShares Select Dividend ETF shares in Q2 2026, an estimated $448K.
iShares Select Dividend ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #429 holding.
Concurrent Investment Advisors first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's iShares Select Dividend ETF position peaked at $5.37M in Q1 2026.
1,428 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.