IFP Advisors’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
Q2 | $6.53M | Sell |
41,768
-1,650
| -4% | -$254K | 0.12% | 192 |
|
|
2026
Q1 | $6.57M | Buy |
43,418
+1,509
| +4% | +$228K | 0.14% | 169 |
|
|
2025
Q4 | $5.92M | Sell |
41,909
-1,265
| -3% | -$179K | 0.13% | 161 |
|
|
2025
Q3 | $6.14M | Sell |
43,174
-929
| -2% | -$129K | 0.16% | 136 |
|
|
2025
Q2 | $5.86M | Buy |
44,103
+672
| +2% | +$87K | 0.17% | 128 |
|
|
2025
Q1 | $5.83M | Buy |
43,431
+4,994
| +13% | +$670K | 0.18% | 116 |
|
|
2024
Q4 | $5.05M | Buy |
38,437
+21,125
| +122% | +$2.88M | 0.17% | 135 |
|
|
2024
Q3 | $2.34M | Buy |
17,312
+3,006
| +21% | +$389K | 0.08% | 265 |
|
|
2024
Q2 | $1.73M | Buy |
14,306
+180
| +1% | +$21.9K | 0.07% | 298 |
|
|
2024
Q1 | $1.74M | Sell |
14,126
-1,202
| -8% | -$141K | 0.08% | 277 |
|
|
2023
Q4 | $1.8M | Sell |
15,328
-5,667
| -27% | -$624K | 0.08% | 261 |
|
|
2023
Q3 | $2.26M | Sell |
20,995
-6,221
| -23% | -$707K | 0.1% | 208 |
|
|
2023
Q2 | $3.08M | Sell |
27,216
-7,008
| -20% | -$798K | 0.13% | 167 |
|
|
2023
Q1 | $2.57M | Sell |
34,224
-5,155
| -13% | -$624K | 0.11% | 186 |
|
|
2022
Q4 | $2.97M | Sell |
39,379
-60,804
| -61% | -$7.19M | 0.08% | 258 |
|
|
2022
Q3 | $7.59M | Buy |
100,183
+1,610
| +2% | +$193K | 0.2% | 101 |
|
|
2022
Q2 | $7.46M | Hold |
98,573
| – | – | 0.24% | 93 |
|
|
2022
Q1 | $7.46M | Buy |
98,573
+75,481
| +327% | +$9.43M | 0.24% | 93 |
|
|
2021
Q4 | $2.83M | Buy |
23,092
+1,114
| +5% | +$133K | 0.06% | 195 |
|
|
2021
Q3 | $2.52M | Sell |
21,978
-349
| -2% | -$40.8K | 0.05% | 214 |
|
|
2021
Q2 | $2.6M | Sell |
22,327
-81
| -0.4% | -$9.63K | 0.05% | 204 |
|
|
2021
Q1 | $2.56M | Sell |
22,408
-2,456
| -10% | -$260K | 0.05% | 188 |
|
|
2020
Q4 | $2.4M | Buy |
24,864
+1,903
| +8% | +$173K | 0.1% | 185 |
|
|
2020
Q3 | $1.87M | Buy |
22,961
+8,849
| +63% | +$738K | 0.11% | 178 |
|
|
2020
Q2 | $1.13M | Sell |
14,112
-2,484
| -15% | -$198K | 0.09% | 230 |
|
|
2020
Q1 | $1.24M | Sell |
16,596
-15,750
| -49% | -$1.51M | 0.13% | 177 |
|
|
2019
Q4 | $3.41M | Sell |
32,346
-4,708
| -13% | -$485K | 0.26% | 93 |
|
|
2019
Q3 | $3.76M | Buy |
+37,054
| New | +$3.69M | 0.25% | 90 |
|
|
2019
Q1 | $4.71M | Sell |
48,013
-82,220
| -63% | -$7.88M | 0.64% | 23 |
|
|
2018
Q4 | $11.6M | Sell |
130,233
-20,819
| -14% | -$1.99M | 0.7% | 13 |
|
|
2018
Q3 | $15.1M | Sell |
151,052
-1,603
| -1% | -$161K | 0.61% | 17 |
|
|
2018
Q2 | $14.9M | Sell |
152,655
-38,838
| -20% | -$3.77M | 0.63% | 16 |
|
|
2018
Q1 | $18.9M | Hold |
191,493
| – | – | 0.86% | 12 |
|
|
2017
Q4 | $18.9M | Sell |
191,493
-6,266
| -3% | -$603K | 0.86% | 12 |
|
|
2017
Q3 | $18.5M | Sell |
197,759
-1,757
| -0.9% | -$163K | 0.74% | 17 |
|
|
2017
Q2 | $18.4M | Buy |
199,516
+21,104
| +12% | +$1.94M | 0.78% | 11 |
|
|
2017
Q1 | $16.3M | Buy |
178,412
+11,986
| +7% | +$1.09M | 0.71% | 16 |
|
|
2016
Q4 | $14.7M | Buy |
166,426
+19,441
| +13% | +$1.67M | 0.71% | 17 |
|
|
2016
Q3 | $12.6M | Buy |
146,985
+78,573
| +115% | +$6.78M | 0.65% | 21 |
|
|
2016
Q2 | $5.83M | Buy |
68,412
+20,399
| +42% | +$1.68M | 0.33% | 60 |
|
|
2016
Q1 | $4.71M | Buy |
48,013
+1,182
| +3% | +$90.2K | 0.64% | 23 |
|
|
2015
Q4 | $3.52M | Buy |
+46,831
| New | +$3.56M | 0.24% | 90 |
|
Other funds holding DVY
IFP Advisors's DVY Position: Q2 2026 in Review
IFP Advisors reduced its iShares Select Dividend ETF (DVY) stake by 3.8% in Q2 2026, selling an estimated $254K and leaving 41,768 shares worth $6.53M. The position accounts for 0.12% of the portfolio, ranked #192.
IFP Advisors first reported a position in DVY in Q4 2015 and has held it in 42 quarters since. The position peaked at $18.9M in Q1 2018. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- IFP Advisors held 41,768 shares of iShares Select Dividend ETF worth $6.53M as of Q2 2026.
- IFP Advisors sold 1,650 iShares Select Dividend ETF shares in Q2 2026, an estimated $254K.
- iShares Select Dividend ETF made up 0.12% of IFP Advisors's portfolio in Q2 2026, its #192 holding.
- IFP Advisors first reported a position in iShares Select Dividend ETF in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's iShares Select Dividend ETF position peaked at $18.9M in Q1 2018.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.