Independent Advisor Alliance’s iShares Select Dividend ETF DVY Stock Holding History

Independent Advisor Alliance’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	–	Sell	-30,025	Closed	-$4.55M	–	1172
2026 Q1	$4.55M	Buy	+30,025	New	+$4.53M	0.05%	331
2025 Q1	–	Sell	-25,813	Closed	-$3.39M	–	926
2024 Q4	$3.39M	Buy	+25,813	New	+$3.52M	0.04%	361
2023 Q1	–	Sell	-4,794	Closed	-$578K	–	675
2022 Q4	$578K	Buy	4,794 +3	+0.1%	+$355	0.2%	70
2022 Q3	$514K	Buy	4,791 +1,564	+48%	+$187K	0.03%	366
2022 Q2	$380K	Buy	+3,227	New	+$404K	0.02%	437
2020 Q1	–	Sell	-9,236	Closed	-$976K	–	502
2019 Q4	$976K	Buy	+9,236	New	+$951K	0.04%	371
2017 Q2	–	Sell	-8,653	Closed	-$785K	–	268
2017 Q1	$785K	Buy	+8,653	New	+$784K	0.12%	188

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 22.9% 1-Year Est. Return

Independent Advisor Alliance's DVY Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Select Dividend ETF (DVY) in Q2 2026, closing a stake of 30,025 shares — an estimated $4.55M sold.

Independent Advisor Alliance first reported a position in DVY in Q1 2017 and held it in 7 quarters. The position peaked at $4.55M in Q1 2026. 1,428 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 30,025 iShares Select Dividend ETF shares in Q2 2026, an estimated $4.55M.
Independent Advisor Alliance first reported a position in iShares Select Dividend ETF in Q1 2017 and held it in 7 quarters.
Independent Advisor Alliance's iShares Select Dividend ETF position peaked at $4.55M in Q1 2026.
1,428 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.