Ellsworth Advisors’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Ellsworth Advisors's DVY Position: Q2 2026 in Review
Ellsworth Advisors reduced its iShares Select Dividend ETF (DVY) stake by 2.2% in Q2 2026, selling an estimated $16.6K and leaving 4,781 shares worth $763K. The position accounts for 0.13% of the portfolio, ranked #134.
Ellsworth Advisors first reported a position in DVY in Q3 2025 and has held it in 4 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Ellsworth Advisors held 4,781 shares of iShares Select Dividend ETF worth $763K as of Q2 2026.
- Ellsworth Advisors sold 108 iShares Select Dividend ETF shares in Q2 2026, an estimated $16.6K.
- iShares Select Dividend ETF made up 0.13% of Ellsworth Advisors's portfolio in Q2 2026, its #134 holding.
- Ellsworth Advisors first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 4 quarters since.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Ellsworth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.