DAS
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Dynamic Advisor Solutions’s iShares Select Dividend ETF DVY Stock Holding History

Dynamic Advisor Solutions’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 		$673K Buy
4,306
+1,033
+32% +$159K 0.02% 592
2026
Q1 		$496K Buy
3,273
+1,404
+75% +$212K 0.02% 651
2025
Q4 		$264K Hold
1,869
– – 0.01% 814
2025
Q3 		$266K Sell
1,869
-380
-17% -$52.6K 0.01% 811
2025
Q2 		$299K Sell
2,249
-172
-7% -$22.3K 0.01% 745
2025
Q1 		$325K Buy
2,421
+200
+9% +$26.8K 0.01% 685
2024
Q4 		$292K Sell
2,221
-3,841
-63% -$523K 0.01% 544
2024
Q3 		$819K Sell
6,062
-908
-13% -$117K 0.02% 503
2024
Q2 		$843K Sell
6,970
-136
-2% -$16.5K 0.03% 495
2024
Q1 		$875K Buy
7,106
+794
+13% +$93K 0.03% 470
2023
Q4 		$745K Buy
6,312
+106
+2% +$11.7K 0.03% 483
2023
Q3 		$668K Buy
6,206
+64
+1% +$7.28K 0.03% 450
2023
Q2 		$696K Sell
6,142
-702
-10% -$80K 0.04% 423
2023
Q1 		$802K Buy
6,844
+742
+12% +$89.8K 0.05% 366
2022
Q4 		$736K Hold
6,102
– – 0.05% 339
2022
Q3 		$654K Sell
6,102
-1,115
-15% -$134K 0.05% 331
2022
Q2 		$849K Buy
7,217
+432
+6% +$54.1K 0.07% 278
2022
Q1 		$869K Buy
6,785
+1,393
+26% +$174K 0.06% 301
2021
Q4 		$661K Sell
5,392
-3,438
-39% -$410K 0.05% 364
2021
Q3 		$1.01M Sell
8,830
-856
-9% -$100K 0.08% 283
2021
Q2 		$1.13M Buy
9,686
+2,228
+30% +$265K 0.09% 255
2021
Q1 		$851K Sell
7,458
-1,199
-14% -$127K 0.08% 270
2020
Q4 		$833K Sell
8,657
-3,027
-26% -$275K 0.08% 268
2020
Q3 		$953K Sell
11,684
-2,699
-19% -$225K 0.11% 217
2020
Q2 		$1.16M Sell
14,383
-3,652
-20% -$292K 0.16% 162
2020
Q1 		$1.33M Sell
18,035
-341
-2% -$32.6K 0.24% 123
2019
Q4 		$1.94M Buy
18,376
+4,231
+30% +$436K 0.26% 101
2019
Q3 		$1.44M Buy
14,145
+1,485
+12% +$148K 0.22% 121
2019
Q2 		$1.26M Buy
12,660
+9,692
+327% +$956K 0.2% 128
2019
Q1 		$291K Buy
2,968
+65
+2% +$6.23K 0.05% 307
2018
Q4 		$272K Sell
2,903
-36,579
-93% -$3.5M 0.06% 301
2018
Q3 		$3.94M Sell
39,482
-232
-0.6% -$23.3K 0.82% 27
2018
Q2 		$3.88M Buy
39,714
+10,909
+38% +$1.06M 0.88% 22
2018
Q1 		$2.74M Buy
+28,805
New +$2.81M 0.7% 34
2016
Q4 		– Sell
-2,387
Closed -$205K – 217
2016
Q3 		$205K Sell
2,387
-18,723
-89% -$1.62M 0.08% 218
2016
Q2 		$1.8M Buy
21,110
+3,918
+23% +$323K 0.73% 41
2016
Q1 		$1.4M Sell
17,192
-318
-2% -$24.3K 0.6% 49
2015
Q4 		$1.32M Buy
17,510
+2,837
+19% +$216K 0.54% 51
2015
Q3 		$1.07M Buy
+14,673
New +$1.1M 0.54% 54
2015
Q2 		– Sell
-13,257
Closed -$1.03M – 164
2015
Q1 		$1.03M Sell
13,257
-1,433
-10% -$113K 0.52% 60
2014
Q4 		$1.17M Buy
14,690
+529
+4% +$40.8K 0.63% 45
2014
Q3 		$1.05M Sell
14,161
-4,193
-23% -$316K 0.57% 49
2014
Q2 		$1.41M Buy
18,354
+4,863
+36% +$363K 0.85% 30
2014
Q1 		$989K Buy
13,491
+3,823
+40% +$271K 0.67% 45
2013
Q4 		$690K Buy
+9,668
New +$672K 0.51% 62

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

Dynamic Advisor Solutions's DVY Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its iShares Select Dividend ETF (DVY) stake by 32% in Q2 2026, buying an estimated $159K and bringing the position to 4,306 shares worth $673K. The position accounts for 0.02% of the portfolio, ranked #592.

Dynamic Advisor Solutions first reported a position in DVY in Q4 2013 and has held it in 45 quarters since. The position peaked at $3.94M in Q3 2018. 263 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Dynamic Advisor Solutions held 4,306 shares of iShares Select Dividend ETF worth $673K as of Q2 2026.
  • Dynamic Advisor Solutions bought 1,033 iShares Select Dividend ETF shares in Q2 2026, an estimated $159K.
  • iShares Select Dividend ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #592 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Select Dividend ETF in Q4 2013 and has held it in 45 quarters since.
  • Dynamic Advisor Solutions's iShares Select Dividend ETF position peaked at $3.94M in Q3 2018.
  • 263 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.