DJYG
DVY icon

David J. Yvars Group’s iShares Select Dividend ETF DVY Stock Holding History

David J. Yvars 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 		$2.27M Buy
14,515
+823
+6% +$127K 1.07% 18
2026
Q1 		$2.07M Buy
13,692
+374
+3% +$56.5K 1.16% 15
2025
Q4 		$1.88M Buy
13,318
+197
+2% +$27.8K 1% 18
2025
Q3 		$1.86M Buy
13,121
+32
+0.2% +$4.43K 1% 20
2025
Q2 		$1.74M Buy
13,089
+1,859
+17% +$241K 1.02% 19
2025
Q1 		$1.5M Buy
11,230
+1,715
+18% +$230K 1.18% 16
2024
Q4 		$1.25M Buy
9,515
+74
+0.8% +$10.1K 0.76% 21
2024
Q3 		$1.27M Sell
9,441
-523
-5% -$67.6K 0.79% 22
2024
Q2 		$1.2M Buy
9,964
+23
+0.2% +$2.79K 0.75% 25
2024
Q1 		$1.22M Buy
9,941
+1,153
+13% +$135K 0.82% 23
2023
Q4 		$1.03M Buy
8,788
+1,721
+24% +$189K 0.83% 20
2023
Q3 		$761K Sell
7,067
-2,638
-27% -$300K 0.63% 26
2023
Q2 		$1.1M Sell
9,705
-372
-4% -$42.4K 0.91% 21
2023
Q1 		$1.18M Sell
10,077
-941
-9% -$114K 1.07% 22
2022
Q4 		$1.33M Sell
11,018
-688
-6% -$81.4K 1.67% 14
2022
Q3 		$1.25M Sell
11,706
-1,440
-11% -$173K 1.39% 18
2022
Q2 		$1.57M Buy
13,146
+11,505
+701% +$1.44M 2.13% 11
2022
Q1 		$210K Buy
+1,641
New +$205K 0.15% 73

Other funds holding DVY

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
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

David J. Yvars Group's DVY Position: Q2 2026 in Review

David J. Yvars Group increased its iShares Select Dividend ETF (DVY) stake by 6% in Q2 2026, buying an estimated $127K and bringing the position to 14,515 shares worth $2.27M. The position accounts for 1.07% of the portfolio, ranked #18.

David J. Yvars Group first reported a position in DVY in Q1 2022 and has held it in 18 quarters since. 263 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • David J. Yvars Group held 14,515 shares of iShares Select Dividend ETF worth $2.27M as of Q2 2026.
  • David J. Yvars Group bought 823 iShares Select Dividend ETF shares in Q2 2026, an estimated $127K.
  • iShares Select Dividend ETF made up 1.07% of David J. Yvars Group's portfolio in Q2 2026, its #18 holding.
  • David J. Yvars Group first reported a position in iShares Select Dividend ETF in Q1 2022 and has held it in 18 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.