Insight Wealth Strategies’s iShares Select Dividend ETF DVY Stock Holding History

Insight Wealth Strategies’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	$499K	Buy	3,176 +22	+0.7%	+$3.39K	0.05%	128
2026 Q1	$478K	Buy	3,154 +21	+0.7%	+$3.17K	0.05%	131
2025 Q4	$442K	Sell	3,133 -288	-8%	-$40.7K	0.05%	129
2025 Q3	$486K	Buy	3,421 +26	+0.8%	+$3.6K	0.06%	127
2025 Q2	$460K	Buy	3,395 +28	+0.8%	+$3.63K	0.06%	125
2025 Q1	$452K	Buy	3,367 +17	+0.5%	+$2.28K	0.06%	123
2024 Q4	$440K	Buy	3,350 +24	+0.7%	+$3.27K	0.06%	124
2024 Q3	$449K	Buy	3,326 +25	+0.8%	+$3.23K	0.06%	133
2024 Q2	$399K	Sell	3,301 -54	-2%	-$6.55K	0.06%	139
2024 Q1	$413K	Buy	3,355 +11	+0.3%	+$1.29K	0.06%	140
2023 Q4	$392K	Buy	3,344 +33	+1%	+$3.63K	0.06%	138
2023 Q3	$356K	Sell	3,311 -21	-0.6%	-$2.39K	0.07%	127
2023 Q2	$377K	Sell	3,332 -243	-7%	-$27.7K	0.07%	120
2023 Q1	$419K	Sell	3,575 -51	-1%	-$6.17K	0.08%	114
2022 Q4	$437K	Buy	3,626 +14	+0.4%	+$1.66K	0.08%	107
2022 Q3	$425K	Hold	3,612	–	–	0.08%	118
2022 Q2	$425K	Sell	3,612 -162	-4%	-$20.3K	0.08%	118
2022 Q1	$484K	Sell	3,774 -65	-2%	-$8.12K	0.07%	123
2021 Q4	$471K	Sell	3,839 -8,419	-69%	-$1M	0.07%	121
2021 Q3	$1.41M	Buy	12,258 +47	+0.4%	+$5.49K	0.2%	73
2021 Q2	$1.42M	Buy	12,211 +6,447	+112%	+$767K	0.2%	68
2021 Q1	$658K	Sell	5,764 -93	-2%	-$9.83K	0.09%	129
2020 Q4	$563K	Sell	5,857 -753	-11%	-$68.3K	0.1%	107
2020 Q3	$539K	Sell	6,610 -1,161	-15%	-$96.8K	0.1%	94
2020 Q2	$627K	Sell	7,771 -2,750	-26%	-$220K	0.14%	69
2020 Q1	$774K	Sell	10,521 -141,050	-93%	-$13.5M	0.21%	45
2019 Q4	$16M	Buy	151,571 +434	+0.3%	+$44.7K	3.39%	9
2019 Q3	$15.4M	Buy	151,137 +12,651	+9%	+$1.26M	3.62%	8
2019 Q2	$13.8M	Buy	138,486 +17,864	+15%	+$1.76M	3.37%	11
2019 Q1	$11.8M	Buy	120,622 +5,753	+5%	+$551K	3.31%	11
2018 Q4	$10.3M	Buy	+114,869	New	+$11M	3.14%	13

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

Insight Wealth Strategies's DVY Position: Q2 2026 in Review

Insight Wealth Strategies increased its iShares Select Dividend ETF (DVY) stake by 0.7% in Q2 2026, buying an estimated $3.39K and bringing the position to 3,176 shares worth $499K. The position accounts for 0.05% of the portfolio, ranked #128.

Insight Wealth Strategies first reported a position in DVY in Q4 2018 and has held it in 31 quarters since. The position peaked at $16M in Q4 2019. 1,428 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Insight Wealth Strategies held 3,176 shares of iShares Select Dividend ETF worth $499K as of Q2 2026.
Insight Wealth Strategies bought 22 iShares Select Dividend ETF shares in Q2 2026, an estimated $3.39K.
iShares Select Dividend ETF made up 0.05% of Insight Wealth Strategies's portfolio in Q2 2026, its #128 holding.
Insight Wealth Strategies first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 31 quarters since.
Insight Wealth Strategies's iShares Select Dividend ETF position peaked at $16M in Q4 2019.
1,428 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.