Diversify Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Diversify Wealth Management's DVY Position: Q2 2026 in Review
Diversify Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 32% in Q2 2026, selling an estimated $178K and leaving 2,486 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #936.
Diversify Wealth Management first reported a position in DVY in Q1 2026 and has held it in 2 quarters since. The position peaked at $558K in Q1 2026. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Diversify Wealth Management held 2,486 shares of iShares Select Dividend ETF worth $406K as of Q2 2026.
- Diversify Wealth Management sold 1,158 iShares Select Dividend ETF shares in Q2 2026, an estimated $178K.
- iShares Select Dividend ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #936 holding.
- Diversify Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2026 and has held it in 2 quarters since.
- Diversify Wealth Management's iShares Select Dividend ETF position peaked at $558K in Q1 2026.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.