Eldridge Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.27M | Buy |
14,972
+68
| +0.5% | +$10.3K | 0.5% | 40 |
|
|
2025
Q4 | $2.1M | Buy |
14,904
+3
| +0% | +$424 | 0.46% | 40 |
|
|
2025
Q3 | $2.12M | Buy |
14,901
+588
| +4% | +$81.4K | 0.48% | 39 |
|
|
2025
Q2 | $1.9M | Buy |
14,313
+482
| +3% | +$62.4K | 0.4% | 49 |
|
|
2025
Q1 | $1.86M | Buy |
13,831
+2,646
| +24% | +$355K | 0.43% | 53 |
|
|
2024
Q4 | $1.47M | Sell |
11,185
-803
| -7% | -$109K | 0.34% | 64 |
|
|
2024
Q3 | $1.62M | Buy |
11,988
+60
| +0.5% | +$7.76K | 0.38% | 59 |
|
|
2024
Q2 | $1.44M | Buy |
11,928
+290
| +2% | +$35.2K | 0.36% | 63 |
|
|
2024
Q1 | $1.43M | Buy |
11,638
+46
| +0.4% | +$5.39K | 0.37% | 61 |
|
|
2023
Q4 | $1.36M | Buy |
11,592
+2
| +0% | +$220 | 0.36% | 63 |
|
|
2023
Q3 | $1.25M | Buy |
11,590
+340
| +3% | +$38.7K | 0.41% | 49 |
|
|
2023
Q2 | $1.27M | Buy |
11,250
+346
| +3% | +$39.4K | 0.42% | 48 |
|
|
2023
Q1 | $1.28M | Buy |
10,904
+536
| +5% | +$64.8K | 0.44% | 51 |
|
|
2022
Q4 | $1.25M | Sell |
10,368
-134
| -1% | -$15.9K | 0.44% | 46 |
|
|
2022
Q3 | $1.13M | Buy |
10,502
+750
| +8% | +$89.9K | 0.44% | 46 |
|
|
2022
Q2 | $1.15M | Hold |
9,752
| – | – | 0.43% | 45 |
|
|
2022
Q1 | $1.25M | Buy |
9,752
+1,125
| +13% | +$141K | 0.42% | 41 |
|
|
2021
Q4 | $1.06M | Buy |
8,627
+135
| +2% | +$16.1K | 0.35% | 49 |
|
|
2021
Q3 | $974K | Buy |
8,492
+321
| +4% | +$37.5K | 0.35% | 46 |
|
|
2021
Q2 | $953K | Buy |
8,171
+510
| +7% | +$60.7K | 0.34% | 50 |
|
|
2021
Q1 | $874K | Buy |
7,661
+31
| +0.4% | +$3.28K | 0.34% | 47 |
|
|
2020
Q4 | $734K | Buy |
7,630
+32
| +0.4% | +$2.9K | 0.31% | 48 |
|
|
2020
Q3 | $620K | Sell |
7,598
-310
| -4% | -$25.9K | 0.29% | 47 |
|
|
2020
Q2 | $638K | Sell |
7,908
-200
| -2% | -$16K | 0.32% | 45 |
|
|
2020
Q1 | $596K | Buy |
8,108
+200
| +3% | +$19.1K | 0.34% | 40 |
|
|
2019
Q4 | $836K | Buy |
7,908
+2,153
| +37% | +$222K | 0.41% | 39 |
|
|
2019
Q3 | $587K | Buy |
5,755
+425
| +8% | +$42.4K | 0.3% | 47 |
|
|
2019
Q2 | $531K | Hold |
5,330
| – | – | 0.28% | 51 |
|
|
2019
Q1 | $523K | Sell |
5,330
-334
| -6% | -$32K | 0.28% | 48 |
|
|
2018
Q4 | $506K | Sell |
5,664
-270
| -5% | -$25.9K | 0.31% | 47 |
|
|
2018
Q3 | $591K | Buy |
5,934
+129
| +2% | +$12.9K | 0.38% | 36 |
|
|
2018
Q2 | $567K | Hold |
5,805
| – | – | 0.4% | 34 |
|
|
2018
Q1 | $552K | Sell |
5,805
-600
| -9% | -$58.6K | 0.41% | 33 |
|
|
2017
Q4 | $631K | Buy |
+6,405
| New | +$616K | 0.49% | 30 |
|
Other funds holding DVY
Eldridge Investment Advisors's DVY Position: Q1 2026 in Review
Eldridge Investment Advisors increased its iShares Select Dividend ETF (DVY) stake by 0.46% in Q1 2026, buying an estimated $10.3K and bringing the position to 14,972 shares worth $2.27M. The position accounts for 0.5% of the portfolio, ranked #40.
Eldridge Investment Advisors first reported a position in DVY in Q4 2017 and has held it in 34 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.
- Eldridge Investment Advisors held 14,972 shares of iShares Select Dividend ETF worth $2.27M as of Q1 2026.
- Eldridge Investment Advisors bought 68 iShares Select Dividend ETF shares in Q1 2026, an estimated $10.3K.
- iShares Select Dividend ETF made up 0.5% of Eldridge Investment Advisors's portfolio in Q1 2026, its #40 holding.
- Eldridge Investment Advisors first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 34 quarters since.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.
Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.