FC Advisory’s iShares Select Dividend ETF DVY Stock Holding History

FC Advisory’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	$461K	Buy	2,951 +15	+0.5%	+$2.31K	0.12%	83
2026 Q1	$445K	Buy	2,936 +14	+0.5%	+$2.11K	0.13%	82
2025 Q4	$412K	Buy	2,922 +20	+0.7%	+$2.83K	0.12%	83
2025 Q3	$412K	Buy	2,902 +16	+0.6%	+$2.22K	0.12%	83
2025 Q2	$383K	Buy	2,886 +17	+0.6%	+$2.2K	0.12%	86
2025 Q1	$385K	Sell	2,869 -671	-19%	-$90K	0.13%	83
2024 Q4	$465K	Sell	3,540 -119	-3%	-$16.2K	0.16%	77
2024 Q3	$494K	Sell	3,659 -384	-9%	-$49.6K	0.17%	76
2024 Q2	$489K	Buy	4,043 +19	+0.5%	+$2.31K	0.18%	68
2024 Q1	$496K	Buy	4,024 +71	+2%	+$8.31K	0.18%	66
2023 Q4	$463K	Buy	3,953 +56	+1%	+$6.16K	0.18%	67
2023 Q3	$419K	Hold	3,897	–	–	0.18%	71
2023 Q2	$442K	Buy	3,897 +16	+0.4%	+$1.82K	0.18%	68
2023 Q1	$455K	Buy	3,881 +501	+15%	+$60.6K	0.2%	62
2022 Q4	$408K	Buy	3,380 +38	+1%	+$4.5K	0.19%	63
2022 Q3	$358K	Sell	3,342 -30	-0.9%	-$3.6K	0.18%	63
2022 Q2	$397K	Buy	3,372 +13	+0.4%	+$1.63K	0.19%	60
2022 Q1	$430K	Sell	3,359 -28	-0.8%	-$3.5K	0.19%	48
2021 Q4	$415K	Buy	3,387 +28	+0.8%	+$3.34K	0.17%	50
2021 Q3	$385K	Hold	3,359	–	–	0.17%	51
2021 Q2	$392K	Sell	3,359 -10	-0.3%	-$1.19K	0.17%	50
2021 Q1	$384K	Hold	3,369	–	–	0.19%	47
2020 Q4	$324K	Sell	3,369 -8	-0.2%	-$726	0.16%	49
2020 Q3	$275K	Sell	3,377 -713	-17%	-$59.5K	0.16%	48
2020 Q2	$330K	Buy	4,090 +52	+1%	+$4.15K	0.2%	45
2020 Q1	$297K	Sell	4,038 -137	-3%	-$13.1K	0.21%	43
2019 Q4	$437K	Buy	4,175 +94	+2%	+$9.68K	0.25%	40
2019 Q3	$413K	Buy	4,081 +9	+0.2%	+$897	0.25%	39
2019 Q2	$409K	Buy	4,072 +8	+0.2%	+$789	0.25%	38
2019 Q1	$399K	Buy	4,064 +9	+0.2%	+$862	0.25%	38
2018 Q4	$362K	Sell	4,055 -29	-0.7%	-$2.78K	0.25%	38
2018 Q3	$407K	Buy	4,084 +8	+0.2%	+$802	0.25%	32
2018 Q2	$398K	Hold	4,076	–	–	0.26%	31
2018 Q1	$388K	Buy	4,076 +8	+0.2%	+$781	0.25%	31
2017 Q4	$401K	Buy	4,068 +15	+0.4%	+$1.44K	0.26%	30
2017 Q3	$380K	Buy	4,053 +7	+0.2%	+$647	0.26%	30
2017 Q2	$373K	Sell	4,046 -784	-16%	-$72.1K	0.26%	28
2017 Q1	$440K	Buy	4,830 +792	+20%	+$71.7K	0.31%	28
2016 Q4	$359K	Buy	4,038 +11	+0.3%	+$947	0.27%	29
2016 Q3	$345K	Buy	4,027 +11	+0.3%	+$949	0.26%	29
2016 Q2	$342K	Buy	4,016 +11	+0.3%	+$906	0.26%	28
2016 Q1	$327K	Buy	4,005 +11	+0.3%	+$840	0.27%	28
2015 Q4	$300K	Buy	3,994 +24	+0.6%	+$1.82K	0.26%	28
2015 Q3	$289K	Sell	3,970 -900	-18%	-$67.2K	0.27%	28
2015 Q2	$366K	Sell	4,870 -44,118	-90%	-$3.45M	0.33%	27
2015 Q1	$3.82M	Buy	+48,988	New	+$3.88M	3.57%	12

Other funds holding DVY

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

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

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

FC Advisory's DVY Position: Q2 2026 in Review

FC Advisory increased its iShares Select Dividend ETF (DVY) stake by 0.51% in Q2 2026, buying an estimated $2.31K and bringing the position to 2,951 shares worth $461K. The position accounts for 0.12% of the portfolio, ranked #83.

FC Advisory first reported a position in DVY in Q1 2015 and has held it in 46 quarters since. The position peaked at $3.82M in Q1 2015. 263 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

FC Advisory held 2,951 shares of iShares Select Dividend ETF worth $461K as of Q2 2026.
FC Advisory bought 15 iShares Select Dividend ETF shares in Q2 2026, an estimated $2.31K.
iShares Select Dividend ETF made up 0.12% of FC Advisory's portfolio in Q2 2026, its #83 holding.
FC Advisory first reported a position in iShares Select Dividend ETF in Q1 2015 and has held it in 46 quarters since.
FC Advisory's iShares Select Dividend ETF position peaked at $3.82M in Q1 2015.
263 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.