EP Wealth 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
Q2 | $4.19M | Buy |
26,811
+739
| +3% | +$114K | 0.02% | 416 |
|
|
2026
Q1 | $3.95M | Buy |
26,072
+2,161
| +9% | +$326K | 0.02% | 349 |
|
|
2025
Q4 | $3.37M | Buy |
+23,911
| New | +$3.38M | 0.02% | 346 |
|
|
2025
Q2 | $3.1M | Buy |
23,326
+1,102
| +5% | +$143K | 0.02% | 337 |
|
|
2025
Q1 | $2.98M | Sell |
22,224
-618
| -3% | -$82.9K | 0.02% | 300 |
|
|
2024
Q4 | $3M | Buy |
22,842
+3,982
| +21% | +$543K | 0.02% | 288 |
|
|
2024
Q3 | $2.55M | Buy |
18,860
+9,401
| +99% | +$1.22M | 0.02% | 315 |
|
|
2024
Q2 | $1.14M | Sell |
9,459
-641
| -6% | -$77.8K | 0.01% | 368 |
|
|
2024
Q1 | $1.24M | Sell |
10,100
-206
| -2% | -$24.1K | 0.01% | 344 |
|
|
2023
Q4 | $1.21M | Sell |
10,306
-914
| -8% | -$101K | 0.02% | 339 |
|
|
2023
Q3 | $1.21M | Sell |
11,220
-54
| -0.5% | -$6.14K | 0.02% | 297 |
|
|
2023
Q2 | $1.26M | Buy |
11,274
+4,320
| +62% | +$492K | 0.02% | 295 |
|
|
2023
Q1 | $352K | Sell |
6,954
-5,052
| -42% | -$611K | 0.01% | 461 |
|
|
2022
Q4 | $1.45M | Sell |
12,006
-1,183
| -9% | -$140K | 0.03% | 238 |
|
|
2022
Q3 | $1.41M | Sell |
13,189
-1,971
| -13% | -$236K | 0.03% | 209 |
|
|
2022
Q2 | $1.78M | Sell |
15,160
-635
| -4% | -$79.5K | 0.04% | 206 |
|
|
2022
Q1 | $2.02M | Buy |
15,795
+35
| +0.2% | +$4.37K | 0.04% | 198 |
|
|
2021
Q4 | $1.93M | Buy |
15,760
+433
| +3% | +$51.6K | 0.05% | 189 |
|
|
2021
Q3 | $1.76M | Buy |
15,327
+3,357
| +28% | +$392K | 0.05% | 182 |
|
|
2021
Q2 | $1.4M | Buy |
11,970
+482
| +4% | +$57.3K | 0.04% | 213 |
|
|
2021
Q1 | $1.31M | Buy |
11,488
+1,017
| +10% | +$107K | 0.04% | 209 |
|
|
2020
Q4 | $1.01M | Sell |
10,471
-649
| -6% | -$58.9K | 0.04% | 188 |
|
|
2020
Q3 | $907K | Sell |
11,120
-1,182
| -10% | -$98.6K | 0.04% | 168 |
|
|
2020
Q2 | $993K | Sell |
12,302
-1,168
| -9% | -$93.3K | 0.04% | 175 |
|
|
2020
Q1 | $991K | Buy |
13,470
+4,206
| +45% | +$402K | 0.05% | 166 |
|
|
2019
Q4 | $979K | Buy |
9,264
+152
| +2% | +$15.7K | 0.04% | 197 |
|
|
2019
Q3 | $929K | Sell |
9,112
-630
| -6% | -$62.8K | 0.05% | 172 |
|
|
2019
Q2 | $970K | Buy |
9,742
+470
| +5% | +$46.4K | 0.06% | 131 |
|
|
2019
Q1 | $910K | Buy |
9,272
+2,473
| +36% | +$237K | 0.09% | 119 |
|
|
2018
Q4 | $607K | Buy |
6,799
+810
| +14% | +$77.6K | 0.05% | 162 |
|
|
2018
Q3 | $597K | Buy |
5,989
+1,351
| +29% | +$135K | 0.05% | 163 |
|
|
2018
Q2 | $453K | Hold |
4,638
| – | – | 0.04% | 127 |
|
|
2018
Q1 | $441K | Buy |
4,638
+470
| +11% | +$45.9K | 0.04% | 127 |
|
|
2017
Q4 | $411K | Hold |
4,168
| – | – | 0.04% | 121 |
|
|
2017
Q3 | $390K | Hold |
4,168
| – | – | 0.05% | 115 |
|
|
2017
Q2 | $384K | Buy |
4,168
+800
| +24% | +$73.6K | 0.05% | 119 |
|
|
2017
Q1 | $307K | Sell |
3,368
-410
| -11% | -$37.1K | 0.04% | 111 |
|
|
2016
Q4 | $335K | Buy |
3,778
+915
| +32% | +$78.8K | 0.05% | 100 |
|
|
2016
Q3 | $245K | Hold |
2,863
| – | – | 0.04% | 118 |
|
|
2016
Q2 | $244K | Sell |
2,863
-2,655
| -48% | -$219K | 0.04% | 109 |
|
|
2016
Q1 | $451K | Buy |
5,518
+2,253
| +69% | +$172K | 0.07% | 87 |
|
|
2015
Q4 | $245K | Sell |
3,265
-595
| -15% | -$45.2K | 0.04% | 127 |
|
|
2015
Q3 | $281K | Sell |
3,860
-80
| -2% | -$5.98K | 0.05% | 111 |
|
|
2015
Q2 | $296K | Hold |
3,940
| – | – | 0.06% | 95 |
|
|
2015
Q1 | $307K | Sell |
3,940
-1,835
| -32% | -$145K | 0.06% | 99 |
|
|
2014
Q4 | $459K | Buy |
5,775
+1,500
| +35% | +$116K | 0.08% | 86 |
|
|
2014
Q3 | $316K | Hold |
4,275
| – | – | 0.05% | 84 |
|
|
2014
Q2 | $329K | Hold |
4,275
| – | – | 0.08% | 79 |
|
|
2014
Q1 | $313K | Sell |
4,275
-1,200
| -22% | -$85.1K | 0.09% | 79 |
|
|
2013
Q4 | $391K | Sell |
5,475
-750
| -12% | -$52.2K | 0.1% | 80 |
|
|
2013
Q3 | $413K | Buy |
+6,225
| New | +$414K | 0.13% | 64 |
|
Other funds holding DVY
EP Wealth Advisors's DVY Position: Q2 2026 in Review
EP Wealth Advisors increased its iShares Select Dividend ETF (DVY) stake by 2.8% in Q2 2026, buying an estimated $114K and bringing the position to 26,811 shares worth $4.19M. The position accounts for 0.02% of the portfolio, ranked #416.
EP Wealth Advisors first reported a position in DVY in Q3 2013 and has held it in 51 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- EP Wealth Advisors held 26,811 shares of iShares Select Dividend ETF worth $4.19M as of Q2 2026.
- EP Wealth Advisors bought 739 iShares Select Dividend ETF shares in Q2 2026, an estimated $114K.
- iShares Select Dividend ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #416 holding.
- EP Wealth Advisors first reported a position in iShares Select Dividend ETF in Q3 2013 and has held it in 51 quarters since.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.