Insight Inv LLC’s iShares Select Dividend ETF DVY Stock Holding History

Insight Inv LLC’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	$127K	Hold	812	–	–	0.06%	94
2026 Q1	$123K	Sell	812 -850	-51%	-$128K	0.07%	91
2025 Q4	$235K	Hold	1,662	–	–	0.13%	91
2025 Q3	$236K	Hold	1,662	–	–	0.14%	88
2025 Q2	$221K	Hold	1,662	–	–	0.15%	91
2025 Q1	$223K	Hold	1,662	–	–	0.15%	91
2024 Q4	$218K	Buy	+1,662	New	+$226K	0.15%	91

Other funds holding DVY

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Insight Inv LLC's DVY Position: Q2 2026 in Review

Insight Inv LLC held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 812 shares worth $127K. The position accounts for 0.06% of the portfolio, ranked #94.

Insight Inv LLC first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $236K in Q3 2025. 497 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Insight Inv LLC held 812 shares of iShares Select Dividend ETF worth $127K as of Q2 2026.
Insight Inv LLC left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.06% of Insight Inv LLC's portfolio in Q2 2026, its #94 holding.
Insight Inv LLC first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Insight Inv LLC's iShares Select Dividend ETF position peaked at $236K in Q3 2025.
497 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.