Helium Advisors’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Helium Advisors's DVY Position: Q2 2026 in Review
Helium Advisors increased its iShares Select Dividend ETF (DVY) stake by 0.6% in Q2 2026, buying an estimated $6.31K and bringing the position to 6,892 shares worth $1.08M. The position accounts for 0.89% of the portfolio, ranked #31.
Helium 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.
- Helium Advisors held 6,892 shares of iShares Select Dividend ETF worth $1.08M as of Q2 2026.
- Helium Advisors bought 41 iShares Select Dividend ETF shares in Q2 2026, an estimated $6.31K.
- iShares Select Dividend ETF made up 0.89% of Helium Advisors's portfolio in Q2 2026, its #31 holding.
- Helium 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 Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.