FOCUS Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

FOCUS Wealth 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	$6.11M	Buy	39,099 +168	+0.4%	+$25.9K	2.83%	12
2026 Q1	$5.89M	Sell	38,931 -1,851	-5%	-$280K	2.88%	11
2025 Q4	$5.76M	Buy	40,782 +411	+1%	+$58.1K	2.68%	12
2025 Q3	$5.74M	Buy	40,371 +99	+0.2%	+$13.7K	2.76%	13
2025 Q2	$5.35M	Buy	40,272 +359	+0.9%	+$46.5K	2.78%	12
2025 Q1	$5.36M	Sell	39,913 -52	-0.1%	-$6.97K	2.96%	10
2024 Q4	$5.25M	Hold	39,965	–	–	2.78%	13
2024 Q3	$5.4M	Sell	39,965 -266	-0.7%	-$34.4K	2.69%	11
2024 Q2	$4.87M	Buy	40,231 +3,214	+9%	+$390K	2.5%	12
2024 Q1	$4.56M	Buy	37,017 +5,597	+18%	+$655K	2.44%	13
2023 Q4	$3.68M	Buy	31,420 +4,685	+18%	+$515K	2.33%	12
2023 Q3	$2.88M	Sell	26,735 -26	-0.1%	-$2.96K	2%	15
2023 Q2	$3.03M	Sell	26,761 -1,839	-6%	-$209K	2.05%	14
2023 Q1	$3.35M	Buy	+28,600	New	+$3.46M	2.2%	13

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

FOCUS Wealth Advisors increased its iShares Select Dividend ETF (DVY) stake by 0.43% in Q2 2026, buying an estimated $25.9K and bringing the position to 39,099 shares worth $6.11M. The position accounts for 2.83% of the portfolio, ranked #12.

FOCUS Wealth Advisors first reported a position in DVY in Q1 2023 and has held it in 14 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

FOCUS Wealth Advisors held 39,099 shares of iShares Select Dividend ETF worth $6.11M as of Q2 2026.
FOCUS Wealth Advisors bought 168 iShares Select Dividend ETF shares in Q2 2026, an estimated $25.9K.
iShares Select Dividend ETF made up 2.83% of FOCUS Wealth Advisors's portfolio in Q2 2026, its #12 holding.
FOCUS Wealth Advisors first reported a position in iShares Select Dividend ETF in Q1 2023 and has held it in 14 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.