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Flagstar Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Flagstar Advisors’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 		$1.63M Sell
10,457
-528
-5% -$81.3K 0.49% 55
2026
Q1 		$1.66M Buy
10,985
+12
+0.1% +$1.81K 0.6% 47
2025
Q4 		$1.55M Sell
10,973
-190
-2% -$26.8K 0.52% 51
2025
Q3 		$1.59M Sell
11,163
-8,816
-44% -$1.22M 0.49% 55
2025
Q2 		$2.65M Sell
19,979
-1,818
-8% -$235K 0.73% 41
2025
Q1 		$2.93M Sell
21,797
-2,648
-11% -$355K 0.75% 37
2024
Q4 		$3.21M Buy
24,445
+1,731
+8% +$236K 0.8% 35
2024
Q3 		$3.07M Sell
22,714
-368
-2% -$47.6K 0.78% 33
2024
Q2 		$2.79M Buy
23,082
+366
+2% +$44.4K 0.77% 34
2024
Q1 		$2.8M Buy
22,716
+405
+2% +$47.4K 0.78% 32
2023
Q4 		$2.62M Sell
22,311
-99
-0.4% -$10.9K 0.83% 35
2023
Q3 		$2.44M Buy
22,410
+518
+2% +$58.9K 0.93% 27
2023
Q2 		$2.48M Sell
21,892
-3,742
-15% -$426K 0.93% 28
2023
Q1 		$3M Buy
25,634
+12
+0% +$1.45K 1.09% 21
2022
Q4 		$3.09M Buy
25,622
+310
+1% +$36.7K 1.09% 24
2022
Q3 		$2.71M Buy
25,312
+1,883
+8% +$226K 1.02% 22
2022
Q2 		$2.76M Buy
23,429
+71
+0.3% +$8.89K 1.02% 23
2022
Q1 		$2.99M Buy
23,358
+4,040
+21% +$505K 0.94% 23
2021
Q4 		$2.37M Buy
19,318
+1,518
+9% +$181K 0.73% 31
2021
Q3 		$2.04M Buy
+17,800
New +$2.08M 0.68% 34

Other funds holding DVY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Flagstar Advisors's DVY Position: Q2 2026 in Review

Flagstar Advisors reduced its iShares Select Dividend ETF (DVY) stake by 4.8% in Q2 2026, selling an estimated $81.3K and leaving 10,457 shares worth $1.63M. The position accounts for 0.49% of the portfolio, ranked #55.

Flagstar Advisors first reported a position in DVY in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.21M in Q4 2024. 632 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Flagstar Advisors held 10,457 shares of iShares Select Dividend ETF worth $1.63M as of Q2 2026.
  • Flagstar Advisors sold 528 iShares Select Dividend ETF shares in Q2 2026, an estimated $81.3K.
  • iShares Select Dividend ETF made up 0.49% of Flagstar Advisors's portfolio in Q2 2026, its #55 holding.
  • Flagstar Advisors first reported a position in iShares Select Dividend ETF in Q3 2021 and has held it in 20 quarters since.
  • Flagstar Advisors's iShares Select Dividend ETF position peaked at $3.21M in Q4 2024.
  • 632 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Flagstar Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.