IFG Advisory’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $249K | Sell |
1,647
-42,415
| -96% | -$6.41M | 0.71% | 18 |
|
|
2025
Q4 | $6.22M | Buy |
44,062
+1,149
| +3% | +$162K | 0.27% | 98 |
|
|
2025
Q3 | $6.1M | Sell |
42,913
-6
| -0% | -$831 | 0.28% | 95 |
|
|
2025
Q2 | $5.7M | Buy |
42,919
+5,666
| +15% | +$734K | 0.29% | 90 |
|
|
2025
Q1 | $5M | Buy |
37,253
+1,663
| +5% | +$223K | 0.28% | 93 |
|
|
2024
Q4 | $4.67M | Sell |
35,590
-2,559
| -7% | -$349K | 0.26% | 102 |
|
|
2024
Q3 | $5.15M | Buy |
38,149
+1,964
| +5% | +$254K | 0.33% | 83 |
|
|
2024
Q2 | $4.38M | Sell |
36,185
-2,392
| -6% | -$290K | 0.28% | 95 |
|
|
2024
Q1 | $4.75M | Sell |
38,577
-161
| -0.4% | -$18.9K | 0.35% | 84 |
|
|
2023
Q4 | $4.54M | Sell |
38,738
-667
| -2% | -$73.4K | 0.33% | 80 |
|
|
2023
Q3 | $4.24M | Sell |
39,405
-2,446
| -6% | -$278K | 0.36% | 66 |
|
|
2023
Q2 | $4.74M | Sell |
41,851
-1,636
| -4% | -$186K | 0.42% | 61 |
|
|
2023
Q1 | $5.1M | Sell |
43,487
-11,321
| -21% | -$1.37M | 0.48% | 46 |
|
|
2022
Q4 | $6.61M | Sell |
54,808
-70,275
| -56% | -$8.31M | 0.66% | 28 |
|
|
2022
Q3 | $13.4M | Buy |
125,083
+66,974
| +115% | +$8.03M | 1.22% | 15 |
|
|
2022
Q2 | $6.84M | Sell |
58,109
-1,486
| -2% | -$186K | 0.73% | 30 |
|
|
2022
Q1 | $7.63M | Buy |
59,595
+532
| +0.9% | +$66.5K | 0.77% | 26 |
|
|
2021
Q4 | $7.24M | Buy |
59,063
+603
| +1% | +$71.9K | 0.71% | 28 |
|
|
2021
Q3 | $6.71M | Buy |
58,460
+6,898
| +13% | +$806K | 0.72% | 27 |
|
|
2021
Q2 | $6.01M | Buy |
51,562
+7,850
| +18% | +$934K | 0.67% | 30 |
|
|
2021
Q1 | $4.99M | Buy |
43,712
+1
| +0% | +$106 | 0.62% | 31 |
|
|
2020
Q4 | $4.2M | Sell |
43,711
-502
| -1% | -$45.6K | 0.58% | 35 |
|
|
2020
Q3 | $3.6M | Sell |
44,213
-20,758
| -32% | -$1.73M | 0.58% | 35 |
|
|
2020
Q2 | $5.24M | Sell |
64,971
-1,723
| -3% | -$138K | 0.95% | 19 |
|
|
2020
Q1 | $4.9M | Sell |
66,694
-2,587
| -4% | -$247K | 1.09% | 16 |
|
|
2019
Q4 | $7.32M | Sell |
69,281
-1,639
| -2% | -$169K | 1.34% | 10 |
|
|
2019
Q3 | $7.23M | Sell |
70,920
-666
| -0.9% | -$66.4K | 1.4% | 10 |
|
|
2019
Q2 | $7.13M | Sell |
71,586
-124
| -0.2% | -$12.2K | 1.26% | 13 |
|
|
2019
Q1 | $7.04M | Buy |
71,710
+3,121
| +5% | +$299K | 1.35% | 13 |
|
|
2018
Q4 | $6.13M | Sell |
68,589
-88
| -0.1% | -$8.43K | 1.44% | 13 |
|
|
2018
Q3 | $6.85M | Buy |
68,677
+1,177
| +2% | +$118K | 1.29% | 14 |
|
|
2018
Q2 | $6.6M | Sell |
67,500
-923
| -1% | -$89.6K | 1.36% | 12 |
|
|
2018
Q1 | $6.51M | Buy |
68,423
+73
| +0.1% | +$7.13K | 1.45% | 11 |
|
|
2017
Q4 | $6.74M | Buy |
+68,350
| New | +$6.58M | 1.52% | 13 |
|
Other funds holding DVY
IFG Advisory's DVY Position: Q1 2026 in Review
IFG Advisory reduced its iShares Select Dividend ETF (DVY) stake by 96% in Q1 2026, selling an estimated $6.41M and leaving 1,647 shares worth $249K. The position accounts for 0.71% of the portfolio, ranked #18.
IFG Advisory first reported a position in DVY in Q4 2017 and has held it in 34 quarters since. The position peaked at $13.4M in Q3 2022. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.
- IFG Advisory held 1,647 shares of iShares Select Dividend ETF worth $249K as of Q1 2026.
- IFG Advisory sold 42,415 iShares Select Dividend ETF shares in Q1 2026, an estimated $6.41M.
- iShares Select Dividend ETF made up 0.71% of IFG Advisory's portfolio in Q1 2026, its #18 holding.
- IFG Advisory first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 34 quarters since.
- IFG Advisory's iShares Select Dividend ETF position peaked at $13.4M in Q3 2022.
- 1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.
Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.