Invested Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Invested Advisors’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	$756K	Buy	4,838 +24	+0.5%	+$3.69K	0.67%	36
2026 Q1	$729K	Sell	4,814 -11	-0.2%	-$1.66K	0.74%	32
2025 Q4	$681K	Buy	4,825 +1,887	+64%	+$267K	0.71%	32
2025 Q3	$385K	Buy	+2,938	New	+$407K	0.56%	51

Other funds holding DVY

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NCM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Invested Advisors's DVY Position: Q2 2026 in Review

Invested Advisors increased its iShares Select Dividend ETF (DVY) stake by 0.5% in Q2 2026, buying an estimated $3.69K and bringing the position to 4,838 shares worth $756K. The position accounts for 0.67% of the portfolio, ranked #36.

Invested Advisors first reported a position in DVY in Q3 2025 and has held it in 4 quarters since. 869 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Invested Advisors held 4,838 shares of iShares Select Dividend ETF worth $756K as of Q2 2026.
Invested Advisors bought 24 iShares Select Dividend ETF shares in Q2 2026, an estimated $3.69K.
iShares Select Dividend ETF made up 0.67% of Invested Advisors's portfolio in Q2 2026, its #36 holding.
Invested Advisors first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 4 quarters since.
869 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.