GI
DVY icon

GAMMA Investing’s iShares Select Dividend ETF DVY Stock Holding History

GAMMA Investing’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 		$359K Buy
2,299
+275
+14% +$42.3K 0.01% 840
2026
Q1 		$306K Buy
2,024
+500
+33% +$75.5K 0.01% 833
2025
Q4 		$215K Hold
1,524
– – 0.01% 983
2025
Q3 		$217K Buy
1,524
+18
+1% +$2.49K 0.01% 926
2025
Q2 		$200K Hold
1,506
– – 0.01% 923
2025
Q1 		$202K Buy
1,506
+1,274
+549% +$171K 0.02% 761
2024
Q4 		$30.5K Hold
232
– – ﹤0.01% 2028
2024
Q3 		$31.3K Hold
232
– – ﹤0.01% 1821
2024
Q2 		$28.1K Hold
232
– – ﹤0.01% 1627
2024
Q1 		$28.6K Sell
232
-2
-0.9% -$234 0.01% 1409
2023
Q4 		$26.9K Buy
+234
New +$25.7K 0.01% 1297

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

GAMMA Investing's DVY Position: Q2 2026 in Review

GAMMA Investing increased its iShares Select Dividend ETF (DVY) stake by 14% in Q2 2026, buying an estimated $42.3K and bringing the position to 2,299 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #840.

GAMMA Investing first reported a position in DVY in Q4 2023 and has held it in 11 quarters since. 432 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • GAMMA Investing held 2,299 shares of iShares Select Dividend ETF worth $359K as of Q2 2026.
  • GAMMA Investing bought 275 iShares Select Dividend ETF shares in Q2 2026, an estimated $42.3K.
  • iShares Select Dividend ETF made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #840 holding.
  • GAMMA Investing first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 11 quarters since.
  • 432 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.