Excelsior Advisor Network’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Excelsior Advisor Network's DVY Position: Q2 2026 in Review
Excelsior Advisor Network reduced its iShares Select Dividend ETF (DVY) stake by 0.57% in Q2 2026, selling an estimated $3.54K and leaving 3,993 shares worth $624K. The position accounts for 0.08% of the portfolio, ranked #227.
Excelsior Advisor Network first reported a position in DVY in Q4 2025 and has held it in 3 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Excelsior Advisor Network held 3,993 shares of iShares Select Dividend ETF worth $624K as of Q2 2026.
- Excelsior Advisor Network sold 23 iShares Select Dividend ETF shares in Q2 2026, an estimated $3.54K.
- iShares Select Dividend ETF made up 0.08% of Excelsior Advisor Network's portfolio in Q2 2026, its #227 holding.
- Excelsior Advisor Network first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.