Flagship 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
$1.46M Buy
9,326
+962
+12% +$148K 0.33% 49
2026
Q1
$1.11M Sell
8,364
-287
-3% -$43.3K 0.48% 36
2025
Q4
$1.22M Buy
8,651
+11
+0.1% +$1.55K 0.36% 45
2025
Q3
$1.23M Buy
8,640
+276
+3% +$38.2K 0.4% 41
2025
Q2
$1.11M Buy
8,364
+989
+13% +$128K 0.42% 41
2025
Q1
$990K Buy
7,375
+7
+0.1% +$939 0.42% 44
2024
Q4
$967K Buy
+7,368
New +$1M 0.57% 35

Other funds holding DVY

Flagship Wealth Advisors's DVY Position: Q2 2026 in Review

Flagship Wealth Advisors increased its iShares Select Dividend ETF (DVY) stake by 12% in Q2 2026, buying an estimated $148K and bringing the position to 9,326 shares worth $1.46M. The position accounts for 0.33% of the portfolio, ranked #49.

Flagship Wealth Advisors first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Flagship Wealth Advisors held 9,326 shares of iShares Select Dividend ETF worth $1.46M as of Q2 2026.
  • Flagship Wealth Advisors bought 962 iShares Select Dividend ETF shares in Q2 2026, an estimated $148K.
  • iShares Select Dividend ETF made up 0.33% of Flagship Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Flagship Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.