Edge Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Edge Wealth Management’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	$735K	Sell	4,701 -4,011	-46%	-$617K	0.12%	40
2026 Q1	$1.32M	Hold	8,712	–	–	0.23%	33
2025 Q4	$1.23M	Buy	8,712 +265	+3%	+$37.4K	0.22%	33
2025 Q3	$1.2M	Sell	8,447 -3,436	-29%	-$476K	0.21%	35
2025 Q2	$1.58M	Hold	11,883	–	–	0.3%	33
2025 Q1	$1.6M	Buy	11,883 +910	+8%	+$122K	0.32%	31
2024 Q4	$1.44M	Buy	10,973 +125	+1%	+$17K	0.29%	31
2024 Q3	$1.47M	Buy	10,848 +210	+2%	+$27.1K	0.29%	30
2024 Q2	$1.29M	Buy	10,638 +665	+7%	+$80.7K	0.27%	32
2024 Q1	$1.23M	Hold	9,973	–	–	0.26%	33
2023 Q4	$1.17M	Sell	9,973 -4,305	-30%	-$474K	0.26%	35
2023 Q3	$1.54M	Hold	14,278	–	–	0.36%	34
2023 Q2	$1.62M	Sell	14,278 -212	-1%	-$24.1K	0.35%	34
2023 Q1	$1.7M	Sell	14,490 -7,456	-34%	-$902K	0.39%	32
2022 Q4	$2.63M	Buy	21,946 +7,598	+53%	+$899K	0.61%	30
2022 Q3	$1.55M	Sell	14,348 -391	-3%	-$46.9K	0.34%	34
2022 Q2	$1.73M	Buy	14,739 +486	+3%	+$60.8K	0.38%	35
2022 Q1	$1.83M	Buy	14,253 +1,618	+13%	+$202K	0.36%	39
2021 Q4	$1.55M	Buy	12,635 +180	+1%	+$21.5K	0.28%	44
2021 Q3	$1.43M	Buy	12,455 +981	+9%	+$115K	0.28%	49
2021 Q2	$1.34M	Buy	11,474 +1,527	+15%	+$182K	0.27%	48
2021 Q1	$1.14M	Sell	9,947 -535	-5%	-$56.5K	0.24%	56
2020 Q4	$1.01M	Buy	10,482 +9,082	+649%	+$824K	0.23%	57
2020 Q3	$114K	Buy	1,400 +1,150	+460%	+$95.9K	0.03%	140
2020 Q2	$20K	Hold	250	–	–	﹤0.01%	364
2020 Q1	$19K	Sell	250 -875	-78%	-$83.6K	﹤0.01%	320
2019 Q4	$119K	Hold	1,125	–	–	0.02%	175
2019 Q3	$114K	Hold	1,125	–	–	0.03%	172
2019 Q2	$112K	Hold	1,125	–	–	0.02%	183
2019 Q1	$111K	Sell	1,125 -198	-15%	-$19K	0.03%	172
2018 Q4	$118K	Hold	1,323	–	–	0.03%	173
2018 Q3	$132K	Hold	1,323	–	–	0.03%	177
2018 Q2	$129K	Hold	1,323	–	–	0.03%	177
2018 Q1	$126K	Hold	1,323	–	–	0.03%	149
2017 Q4	$130K	Sell	1,323 -405	-23%	-$39K	0.04%	155
2017 Q3	$162K	Sell	1,728 -35	-2%	-$3.24K	0.05%	135
2017 Q2	$162K	Buy	1,763 +480	+37%	+$44.1K	0.05%	141
2017 Q1	$117K	Buy	1,283 +58	+5%	+$5.25K	0.04%	153
2016 Q4	$108K	Hold	1,225	–	–	0.04%	150
2016 Q3	$105K	Sell	1,225 -250	-17%	-$21.6K	0.04%	141
2016 Q2	$125K	Hold	1,475	–	–	0.05%	124
2016 Q1	$120K	Sell	1,475 -455	-24%	-$34.7K	0.05%	125
2015 Q4	$146K	Buy	1,930 +1,125	+140%	+$85.5K	0.06%	117
2015 Q3	$58K	Hold	805	–	–	0.02%	166
2015 Q2	$61K	Sell	805 -150	-16%	-$11.7K	0.02%	173
2015 Q1	$75K	Sell	955 -135	-12%	-$10.7K	0.03%	156
2014 Q4	$87K	Hold	1,090	–	–	0.03%	152
2014 Q3	$80K	Sell	1,090 -373	-25%	-$28.1K	0.03%	150
2014 Q2	$113K	Hold	1,463	–	–	0.05%	125
2014 Q1	$107K	Hold	1,463	–	–	0.04%	126
2013 Q4	$104K	Hold	1,463	–	–	0.05%	122
2013 Q3	$97K	Sell	1,463 -470	-24%	-$31.2K	0.06%	104
2013 Q2	$124K	Buy	+1,933	New	+$125K	0.08%	78

Other funds holding DVY

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Edge Wealth Management's DVY Position: Q2 2026 in Review

Edge Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 46% in Q2 2026, selling an estimated $617K and leaving 4,701 shares worth $735K. The position accounts for 0.12% of the portfolio, ranked #40.

Edge Wealth Management first reported a position in DVY in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.63M in Q4 2022. 263 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Edge Wealth Management held 4,701 shares of iShares Select Dividend ETF worth $735K as of Q2 2026.
Edge Wealth Management sold 4,011 iShares Select Dividend ETF shares in Q2 2026, an estimated $617K.
iShares Select Dividend ETF made up 0.12% of Edge Wealth Management's portfolio in Q2 2026, its #40 holding.
Edge Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 53 quarters since.
Edge Wealth Management's iShares Select Dividend ETF position peaked at $2.63M in Q4 2022.
263 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.