Diversify Advisory Services’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
$406K Buy
+2,486
New +$383K 0.01% 936
2025
Q1
– Sell
-1,789
Closed -$230K – 645
2024
Q4
$230K Buy
+1,789
New +$244K 0.01% 558

Other funds holding DVY

Diversify Advisory Services's DVY Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 2,486 shares worth $406K. The stake represents 0.01% of the portfolio and ranks #936 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in DVY as recently as Q4 2024.

Diversify Advisory Services first reported a position in DVY in Q4 2024 and has held it in 2 quarters since. 1,428 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Diversify Advisory Services held 2,486 shares of iShares Select Dividend ETF worth $406K as of Q2 2026.
  • iShares Select Dividend ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares Select Dividend ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #936 holding.
  • Diversify Advisory Services first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,428 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

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