Duncan Williams Asset Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Duncan Williams Asset Management's DVY Position: Q2 2026 in Review
Duncan Williams Asset Management increased its iShares Select Dividend ETF (DVY) stake by 0.84% in Q2 2026, buying an estimated $2K and bringing the position to 1,566 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #152.
Duncan Williams Asset Management first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $254K in Q4 2025. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Duncan Williams Asset Management held 1,566 shares of iShares Select Dividend ETF worth $245K as of Q2 2026.
- Duncan Williams Asset Management bought 13 iShares Select Dividend ETF shares in Q2 2026, an estimated $2K.
- iShares Select Dividend ETF made up 0.06% of Duncan Williams Asset Management's portfolio in Q2 2026, its #152 holding.
- Duncan Williams Asset Management first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
- Duncan Williams Asset Management's iShares Select Dividend ETF position peaked at $254K in Q4 2025.
- 1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.