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Fedenia Advisers’s iShares Select Dividend ETF DVY Stock Holding History

Fedenia Advisers’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 		$27.8K Buy
+178
New +$27.4K 0.01% 278
2025
Q1 		– Sell
-514
Closed -$67.5K – 194
2024
Q4 		$67.5K Buy
+514
New +$70K 0.04% 237

Other funds holding DVY

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
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
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Fedenia Advisers's DVY Position: Q2 2026 in Review

Fedenia Advisers opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 178 shares worth $27.8K. The stake represents 0.01% of the portfolio and ranks #278 among its holdings. This is a return to the name: Fedenia Advisers previously reported a position in DVY as recently as Q4 2024.

Fedenia Advisers first reported a position in DVY in Q4 2024 and has held it in 2 quarters since. The position peaked at $67.5K in Q4 2024. 497 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Fedenia Advisers held 178 shares of iShares Select Dividend ETF worth $27.8K as of Q2 2026.
  • iShares Select Dividend ETF was a new Fedenia Advisers position in Q2 2026.
  • iShares Select Dividend ETF made up 0.01% of Fedenia Advisers's portfolio in Q2 2026, its #278 holding.
  • Fedenia Advisers first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 2 quarters since.
  • Fedenia Advisers's iShares Select Dividend ETF position peaked at $67.5K in Q4 2024.
  • 497 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.