Csenge Advisory Group’s iShares Select Dividend ETF DVY Stock Holding History

Csenge Advisory Group’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	$2.89M	Sell	18,493 -211	-1%	-$32.5K	0.12%	161
2026 Q1	$2.83M	Sell	18,704 -22	-0.1%	-$3.32K	0.13%	146
2025 Q4	$2.64M	Buy	18,726 +161	+0.9%	+$22.7K	0.12%	154
2025 Q3	$2.64M	Sell	18,565 -518	-3%	-$71.7K	0.13%	145
2025 Q2	$2.5M	Buy	19,083 +283	+2%	+$36.6K	0.13%	132
2025 Q1	$2.37M	Buy	18,800 +162	+0.9%	+$21.7K	0.13%	134
2024 Q4	$2.45M	Sell	18,638 -369	-2%	-$50.3K	0.13%	124
2024 Q3	$2.55M	Buy	19,007 +120	+0.6%	+$15.5K	0.13%	124
2024 Q2	$2.28M	Sell	18,887 -1,354	-7%	-$164K	0.13%	124
2024 Q1	$2.49M	Buy	20,241 +283	+1%	+$33.1K	0.14%	125
2023 Q4	$2.34M	Sell	19,958 -492	-2%	-$54.1K	0.15%	122
2023 Q3	$2.2M	Sell	20,450 -6,119	-23%	-$696K	0.15%	122
2023 Q2	$3.01M	Buy	26,569 +665	+3%	+$75.8K	0.2%	96
2023 Q1	$3.04M	Sell	25,904 -282	-1%	-$34.1K	0.22%	90
2022 Q4	$3.16M	Buy	26,186 +690	+3%	+$81.6K	0.24%	79
2022 Q3	$2.73M	Buy	25,496 +334	+1%	+$40K	0.23%	83
2022 Q2	$2.96M	Sell	25,162 -1,206	-5%	-$151K	0.25%	80
2022 Q1	$3.38M	Sell	26,368 -3,892	-13%	-$486K	0.27%	70
2021 Q4	$3.56M	Buy	30,260 +1,344	+5%	+$160K	0.32%	63
2021 Q3	$3.36M	Sell	28,916 -1,344	-4%	-$157K	0.28%	72
2021 Q2	$3.56M	Buy	30,260 +1,592	+6%	+$189K	0.32%	63
2021 Q1	$3.31M	Buy	28,668 +78	+0.3%	+$8.24K	0.34%	60
2020 Q4	$2.75M	Buy	28,590 +1,518	+6%	+$138K	0.33%	57
2020 Q3	$2.27M	Sell	27,072 -15,574	-37%	-$1.3M	0.31%	63
2020 Q2	$3.44M	Buy	42,646 +36,618	+607%	+$2.93M	0.49%	46
2020 Q1	$443K	Buy	6,028 +1,548	+35%	+$148K	0.12%	160
2019 Q4	$473K	Sell	4,480 -4	-0.1%	-$412	0.12%	165
2019 Q3	$457K	Buy	+4,484	New	+$447K	0.13%	156

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 22.96% 1-Year Est. Return

Csenge Advisory Group's DVY Position: Q2 2026 in Review

Csenge Advisory Group reduced its iShares Select Dividend ETF (DVY) stake by 1.1% in Q2 2026, selling an estimated $32.5K and leaving 18,493 shares worth $2.89M. The position accounts for 0.12% of the portfolio, ranked #161.

Csenge Advisory Group first reported a position in DVY in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.56M in Q4 2021. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Csenge Advisory Group held 18,493 shares of iShares Select Dividend ETF worth $2.89M as of Q2 2026.
Csenge Advisory Group sold 211 iShares Select Dividend ETF shares in Q2 2026, an estimated $32.5K.
iShares Select Dividend ETF made up 0.12% of Csenge Advisory Group's portfolio in Q2 2026, its #161 holding.
Csenge Advisory Group first reported a position in iShares Select Dividend ETF in Q3 2019 and has held it in 28 quarters since.
Csenge Advisory Group's iShares Select Dividend ETF position peaked at $3.56M in Q4 2021.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.