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Crumly & Associates’s iShares Select Dividend ETF DVY Stock Holding History

Crumly & Associates’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 		$256K Buy
1,635
+8
+0.5% +$1.23K 0.05% 172
2026
Q1 		$246K Buy
1,627
+8
+0.5% +$1.21K 0.05% 177
2025
Q4 		$228K Buy
1,619
+12
+0.7% +$1.7K 0.05% 181
2025
Q3 		$228K Buy
+1,607
New +$223K 0.05% 175

Other funds holding DVY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Crumly & Associates's DVY Position: Q2 2026 in Review

Crumly & Associates increased its iShares Select Dividend ETF (DVY) stake by 0.49% in Q2 2026, buying an estimated $1.23K and bringing the position to 1,635 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #172.

Crumly & Associates first reported a position in DVY in Q3 2025 and has held it in 4 quarters since. 727 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Crumly & Associates held 1,635 shares of iShares Select Dividend ETF worth $256K as of Q2 2026.
  • Crumly & Associates bought 8 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.23K.
  • iShares Select Dividend ETF made up 0.05% of Crumly & Associates's portfolio in Q2 2026, its #172 holding.
  • Crumly & Associates first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • 727 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.