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

Henrickson Nauta 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	$424K	Hold	2,713	–	–	0.1%	66
2026 Q1	$411K	Sell	2,713 -2,713	-50%	-$410K	0.12%	59
2025 Q4	$787K	Buy	5,426 +2,685	+98%	+$379K	0.12%	53
2025 Q3	$389K	Sell	2,741 -27	-1%	-$3.74K	0.12%	55
2025 Q2	$368K	Hold	2,768	–	–	0.13%	56
2025 Q1	$338K	Sell	2,768 -71	-3%	-$9.52K	0.14%	52
2024 Q4	$373K	Sell	2,839 -75	-3%	-$10.2K	0.15%	54
2024 Q3	$394K	Hold	2,914	–	–	0.16%	50
2024 Q2	$353K	Buy	2,914 +841	+41%	+$102K	0.15%	52
2024 Q1	$247K	Sell	2,073 -245	-11%	-$28.7K	0.11%	62
2023 Q4	$272K	Buy	2,318 +316	+16%	+$34.8K	0.13%	64
2023 Q3	$215K	Sell	2,002 -482	-19%	-$54.8K	0.13%	53
2023 Q2	$281K	Hold	2,484	–	–	0.19%	48
2023 Q1	$291K	Hold	2,484	–	–	0.21%	38
2022 Q4	$300K	Hold	2,484	–	–	0.24%	37
2022 Q3	$266K	Buy	+2,484	New	+$298K	0.25%	33
2022 Q1	–	Sell	-238	Closed	-$29K	–	107
2021 Q4	$29K	Buy	+238	New	+$28.4K	0.02%	116

Other funds holding DVY

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Henrickson Nauta Wealth Advisors's DVY Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 2,713 shares worth $424K. The position accounts for 0.1% of the portfolio, ranked #66.

Henrickson Nauta Wealth Advisors first reported a position in DVY in Q4 2021 and has held it in 17 quarters since. The position peaked at $787K in Q4 2025. 432 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Henrickson Nauta Wealth Advisors held 2,713 shares of iShares Select Dividend ETF worth $424K as of Q2 2026.
Henrickson Nauta Wealth Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.1% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #66 holding.
Henrickson Nauta Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 17 quarters since.
Henrickson Nauta Wealth Advisors's iShares Select Dividend ETF position peaked at $787K in Q4 2025.
432 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.