Diversified Enterprises’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$216K Buy
1,379
+1
+0.1% +$154 0.01% 401
2026
Q1
$209K Sell
1,378
-499
-27% -$75.4K 0.01% 394
2025
Q4
$265K Buy
1,877
+149
+9% +$21K 0.02% 322
2025
Q3
$245K Sell
1,728
-26
-1% -$3.6K 0.02% 277
2025
Q2
$233K Buy
+1,754
New +$227K 0.02% 276

Other funds holding DVY

Diversified Enterprises's DVY Position: Q2 2026 in Review

Diversified Enterprises increased its iShares Select Dividend ETF (DVY) stake by 0.07% in Q2 2026, buying an estimated $154 and bringing the position to 1,379 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #401.

Diversified Enterprises first reported a position in DVY in Q2 2025 and has held it in 5 quarters since. The position peaked at $265K in Q4 2025. 1,420 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Diversified Enterprises held 1,379 shares of iShares Select Dividend ETF worth $216K as of Q2 2026.
  • Diversified Enterprises bought 1 iShares Select Dividend ETF share in Q2 2026, an estimated $154.
  • iShares Select Dividend ETF made up 0.01% of Diversified Enterprises's portfolio in Q2 2026, its #401 holding.
  • Diversified Enterprises first reported a position in iShares Select Dividend ETF in Q2 2025 and has held it in 5 quarters since.
  • Diversified Enterprises's iShares Select Dividend ETF position peaked at $265K in Q4 2025.
  • 1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.