IFG Advisors
DVY icon

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

IFG 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
Q3 		$6.62M Sell
43,532
-1,420
-3% -$229K 0.91% 24
2026
Q2 		$7.03M Sell
44,952
-16,253
-27% -$2.5M 0.97% 20
2026
Q1 		$9.27M Sell
61,205
-54,209
-47% -$8.19M 1.52% 17
2025
Q4 		$16.3M Buy
115,414
+2,508
+2% +$354K 2.71% 10
2025
Q3 		$16M Buy
112,906
+2,266
+2% +$314K 2.62% 11
2025
Q2 		$14.7M Sell
110,640
-3,808
-3% -$493K 2.47% 10
2025
Q1 		$15.4M Buy
114,448
+5,532
+5% +$742K 2.96% 9
2024
Q4 		$14.3M Buy
108,916
+942
+0.9% +$128K 2.84% 10
2024
Q3 		$14.6M Buy
107,974
+3,219
+3% +$416K 3.12% 10
2024
Q2 		$12.7M Buy
104,755
+4,171
+4% +$506K 2.99% 9
2024
Q1 		$12.4M Buy
100,584
+3,723
+4% +$436K 3.21% 8
2023
Q4 		$11.4M Buy
96,861
+12,742
+15% +$1.4M 3.33% 9
2023
Q3 		$9.05M Buy
84,119
+1,523
+2% +$173K 3.22% 10
2023
Q2 		$9.36M Buy
82,596
+4,762
+6% +$542K 3.32% 10
2023
Q1 		$9.12M Buy
77,834
+4,883
+7% +$591K 3.59% 9
2022
Q4 		$8.8M Buy
72,951
+2,361
+3% +$279K 3.84% 7
2022
Q3 		$7.57M Sell
70,590
-132
-0.2% -$15.8K 3.83% 8
2022
Q2 		$8.32M Sell
70,722
-3,616
-5% -$453K 4.21% 7
2022
Q1 		$9.5M Buy
74,338
+2,437
+3% +$304K 4.21% 7
2021
Q4 		$8.81M Buy
71,901
+5,157
+8% +$615K 3.73% 8
2021
Q3 		$7.66M Buy
66,744
+204
+0.3% +$23.8K 3.51% 8
2021
Q2 		$7.76M Buy
66,540
+1,390
+2% +$165K 3.7% 8
2021
Q1 		$7.43M Buy
65,150
+167
+0.3% +$17.6K 4.07% 8
2020
Q4 		$6.25M Buy
64,983
+2,517
+4% +$228K 3.87% 8
2020
Q3 		$5.1M Buy
62,466
+5,639
+10% +$470K 3.61% 8
2020
Q2 		$4.59M Buy
56,827
+6,523
+13% +$521K 3.62% 8
2020
Q1 		$3.7M Sell
50,304
-11,952
-19% -$1.14M 3.65% 8
2019
Q4 		$6.58M Buy
62,256
+3,677
+6% +$379K 5.43% 8
2019
Q3 		$5.97M Buy
+58,579
New +$5.84M 5.56% 7

Other funds holding DVY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

IFG Advisors's DVY Position: Q3 2026 in Review

IFG Advisors reduced its iShares Select Dividend ETF (DVY) stake by 3.2% in Q3 2026, selling an estimated $229K and leaving 43,532 shares worth $6.62M. The position accounts for 0.91% of the portfolio, ranked #24.

IFG Advisors first reported a position in DVY in Q3 2019 and has held it in 29 quarters since. The position peaked at $16.3M in Q4 2025. 1,150 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • IFG Advisors held 43,532 shares of iShares Select Dividend ETF worth $6.62M as of Q3 2026.
  • IFG Advisors sold 1,420 iShares Select Dividend ETF shares in Q3 2026, an estimated $229K.
  • iShares Select Dividend ETF made up 0.91% of IFG Advisors's portfolio in Q3 2026, its #24 holding.
  • IFG Advisors first reported a position in iShares Select Dividend ETF in Q3 2019 and has held it in 29 quarters since.
  • IFG Advisors's iShares Select Dividend ETF position peaked at $16.3M in Q4 2025.
  • 1,150 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on IFG Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.