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Eagle Strategies’s iShares Select Dividend ETF DVY Stock Holding History

Eagle Strategies’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 		$2.47M Buy
15,831
+3,090
+24% +$476K 0.25% 82
2026
Q1 		$1.93M Sell
12,741
-859
-6% -$130K 0.23% 90
2025
Q4 		$1.92M Sell
13,600
-686
-5% -$96.9K 0.25% 80
2025
Q3 		$2.03M Sell
14,286
-2,023
-12% -$280K 0.27% 77
2025
Q2 		$2.17M Buy
16,309
+481
+3% +$62.3K 0.33% 68
2025
Q1 		$2.13M Sell
15,828
-1,418
-8% -$190K 0.37% 55
2024
Q4 		$2.26M Buy
17,246
+869
+5% +$118K 0.39% 57
2024
Q3 		$2.21M Buy
16,377
+1,100
+7% +$142K 0.4% 56
2024
Q2 		$1.85M Sell
15,277
-5,268
-26% -$639K 0.35% 63
2024
Q1 		$2.53M Buy
20,545
+8,603
+72% +$1.01M 0.56% 44
2023
Q4 		$1.4M Buy
11,942
+869
+8% +$95.6K 0.3% 73
2023
Q3 		$1.19M Sell
11,073
-4,456
-29% -$507K 0.29% 71
2023
Q2 		$1.76M Buy
15,529
+1,456
+10% +$166K 0.43% 56
2023
Q1 		$1.65M Buy
14,073
+6,836
+94% +$827K 0.41% 54
2022
Q4 		$873K Sell
7,237
-1,338
-16% -$158K 0.26% 78
2022
Q3 		$919K Buy
8,575
+430
+5% +$51.5K 0.48% 47
2022
Q2 		$958K Buy
8,145
+1,792
+28% +$224K 0.35% 61
2022
Q1 		$814K Buy
6,353
+1,225
+24% +$153K 0.32% 62
2021
Q4 		$629K Buy
+5,128
New +$611K 0.25% 76

Other funds holding DVY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Eagle Strategies's DVY Position: Q2 2026 in Review

Eagle Strategies increased its iShares Select Dividend ETF (DVY) stake by 24% in Q2 2026, buying an estimated $476K and bringing the position to 15,831 shares worth $2.47M. The position accounts for 0.25% of the portfolio, ranked #82.

Eagle Strategies first reported a position in DVY in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.53M in Q1 2024. 770 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Eagle Strategies held 15,831 shares of iShares Select Dividend ETF worth $2.47M as of Q2 2026.
  • Eagle Strategies bought 3,090 iShares Select Dividend ETF shares in Q2 2026, an estimated $476K.
  • iShares Select Dividend ETF made up 0.25% of Eagle Strategies's portfolio in Q2 2026, its #82 holding.
  • Eagle Strategies first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 19 quarters since.
  • Eagle Strategies's iShares Select Dividend ETF position peaked at $2.53M in Q1 2024.
  • 770 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.