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

Empirical 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	$219K	Sell	1,403 -575	-29%	-$88.5K	﹤0.01%	989
2026 Q1	$299K	Sell	1,978 -173	-8%	-$26.1K	0.01%	792
2025 Q4	$304K	Hold	2,151	–	–	0.01%	697
2025 Q3	$306K	Sell	2,151 -235	-10%	-$32.5K	0.01%	606
2025 Q2	$317K	Sell	2,386 -246	-9%	-$31.9K	0.01%	520
2025 Q1	$353K	Sell	2,632 -87	-3%	-$11.7K	0.01%	476
2024 Q4	$357K	Hold	2,719	–	–	0.01%	467
2024 Q3	$367K	Sell	2,719 -75	-3%	-$9.7K	0.01%	431
2024 Q2	$338K	Buy	2,794 +75	+3%	+$9.1K	0.01%	432
2024 Q1	$335K	Sell	2,719 -876	-24%	-$103K	0.01%	417
2023 Q4	$421K	Hold	3,595	–	–	0.01%	348
2023 Q3	$387K	Hold	3,595	–	–	0.02%	338
2023 Q2	$407K	Buy	3,595 +927	+35%	+$106K	0.02%	340
2023 Q1	$313K	Hold	2,668	–	–	0.01%	388
2022 Q4	$322K	Sell	2,668 -467	-15%	-$55.3K	0.02%	372
2022 Q3	$336K	Buy	3,135 +999	+47%	+$120K	0.02%	356
2022 Q2	$251K	Buy	2,136 +420	+24%	+$52.6K	0.01%	409
2022 Q1	$220K	Sell	1,716 -163	-9%	-$20.4K	0.01%	459
2021 Q4	$230K	Buy	+1,879	New	+$224K	0.01%	468
2021 Q3	–	Sell	-1,716	Closed	-$200K	–	461
2021 Q2	$200K	Buy	+1,716	New	+$204K	0.01%	426
2020 Q1	–	Sell	-2,097	Closed	-$222K	–	334
2019 Q4	$222K	Buy	+2,097	New	+$216K	0.02%	298
2019 Q1	–	Sell	-4,173	Closed	-$373K	–	238
2018 Q4	$373K	Sell	4,173 -118	-3%	-$11.3K	0.06%	143
2018 Q3	$428K	Buy	4,291 +90	+2%	+$9.02K	0.08%	131
2018 Q2	$411K	Hold	4,201	–	–	0.08%	121
2018 Q1	$400K	Buy	4,201 +1,850	+79%	+$181K	0.08%	109
2017 Q4	$232K	Buy	+2,351	New	+$226K	0.05%	136

Other funds holding DVY

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

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

Empirical Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 29% in Q2 2026, selling an estimated $88.5K and leaving 1,403 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Empirical Wealth Management first reported a position in DVY in Q4 2017 and has held it in 26 quarters since. The position peaked at $428K in Q3 2018. 650 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Empirical Wealth Management held 1,403 shares of iShares Select Dividend ETF worth $219K as of Q2 2026.
Empirical Wealth Management sold 575 iShares Select Dividend ETF shares in Q2 2026, an estimated $88.5K.
iShares Select Dividend ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #989 holding.
Empirical Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 26 quarters since.
Empirical Wealth Management's iShares Select Dividend ETF position peaked at $428K in Q3 2018.
650 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.