IMA Advisory Services’s iShares Select Dividend ETF DVY Stock Holding History

IMA Advisory Services’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	$1.49M	Buy	9,565 +9,315	+3,726%	+$1.43M	0.09%	143
2026 Q1	$37.9K	Hold	250	–	–	﹤0.01%	265
2025 Q4	$35.3K	Hold	250	–	–	﹤0.01%	269
2025 Q3	$35.5K	Hold	250	–	–	﹤0.01%	261
2025 Q2	$33.2K	Hold	250	–	–	﹤0.01%	251
2025 Q1	$33.6K	Buy	+250	New	+$33.5K	﹤0.01%	254
2017 Q3	–	Sell	-2,288	Closed	-$211K	–	125
2017 Q2	$211K	Sell	2,288 -593	-21%	-$54.5K	0.1%	130
2017 Q1	$262K	Buy	2,881 +61	+2%	+$5.52K	0.13%	122
2016 Q4	$250K	Sell	2,820 -520	-16%	-$44.8K	0.15%	106
2016 Q3	$286K	Hold	3,340	–	–	0.16%	94
2016 Q2	$285K	Sell	3,340 -355	-10%	-$29.2K	0.18%	94
2016 Q1	$302K	Hold	3,695	–	–	0.18%	93
2015 Q4	$260K	Buy	3,695 +455	+14%	+$34.6K	0.16%	98
2015 Q3	$236K	Buy	3,240 +185	+6%	+$13.8K	0.15%	107
2015 Q2	$230K	Buy	3,055 +355	+13%	+$27.7K	0.11%	140
2015 Q1	$210K	Sell	2,700 -540	-17%	-$42.7K	0.1%	142
2014 Q4	$257K	Sell	3,240 -480	-13%	-$37.1K	0.13%	133
2014 Q3	$275K	Sell	3,720 -160	-4%	-$12.1K	0.13%	138
2014 Q2	$299K	Sell	3,880 -280	-7%	-$20.9K	0.14%	140
2014 Q1	$305K	Sell	4,160 -410	-9%	-$29.1K	0.14%	133
2013 Q4	$326K	Buy	4,570 +255	+6%	+$17.7K	0.16%	126
2013 Q3	$286K	Sell	4,315 -44,020	-91%	-$2.93M	0.14%	132
2013 Q2	$3.09M	Buy	+48,335	New	+$3.13M	1.68%	10

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IMA Advisory Services's DVY Position: Q2 2026 in Review

IMA Advisory Services increased its iShares Select Dividend ETF (DVY) stake by 3,726% in Q2 2026, buying an estimated $1.43M and bringing the position to 9,565 shares worth $1.49M. The position accounts for 0.09% of the portfolio, ranked #143.

IMA Advisory Services first reported a position in DVY in Q2 2013 and has held it in 23 quarters since. The position peaked at $3.09M in Q2 2013. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

IMA Advisory Services held 9,565 shares of iShares Select Dividend ETF worth $1.49M as of Q2 2026.
IMA Advisory Services bought 9,315 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.43M.
iShares Select Dividend ETF made up 0.09% of IMA Advisory Services's portfolio in Q2 2026, its #143 holding.
IMA Advisory Services first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 23 quarters since.
IMA Advisory Services's iShares Select Dividend ETF position peaked at $3.09M in Q2 2013.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.