Investment Advisory Group’s iShares Select Dividend ETF DVY Stock Holding History

Investment Advisory Group’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 Q1	$1.94M	Sell	12,829 -15	-0.1%	-$2.27K	0.49%	51
2025 Q4	$1.81M	Sell	12,844 -88	-0.7%	-$12.4K	0.47%	53
2025 Q3	$1.84M	Sell	12,932 -702	-5%	-$97.2K	0.5%	49
2025 Q2	$1.81M	Buy	13,634 +8	+0.1%	+$1.04K	0.55%	46
2025 Q1	$1.83M	Sell	13,626 -196	-1%	-$26.3K	0.61%	42
2024 Q4	$1.81M	Sell	13,822 -203	-1%	-$27.7K	0.61%	42
2024 Q3	$1.89M	Sell	14,025 -16	-0.1%	-$2.07K	0.66%	39
2024 Q2	$1.7M	Sell	14,041 -979	-7%	-$119K	0.66%	39
2024 Q1	$1.85M	Sell	15,020 -115	-0.8%	-$13.5K	0.77%	36
2023 Q4	$1.77M	Sell	15,135 -699	-4%	-$76.9K	0.82%	34
2023 Q3	$1.7M	Sell	15,834 -372	-2%	-$42.3K	0.89%	30
2023 Q2	$1.84M	Sell	16,206 -81	-0.5%	-$9.23K	0.94%	27
2023 Q1	$1.91M	Sell	16,287 -156	-0.9%	-$18.9K	1.1%	23
2022 Q4	$1.98M	Sell	16,443 -243	-1%	-$28.7K	1.22%	22
2022 Q3	$1.79M	Buy	16,686 +193	+1%	+$23.1K	1.24%	22
2022 Q2	$1.94M	Sell	16,493 -46	-0.3%	-$5.76K	1.32%	22
2022 Q1	$2.12M	Buy	16,539 +5	+0%	+$625	1.29%	22
2021 Q4	$2.06M	Buy	+16,534	New	+$1.97M	1.32%	22

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Investment Advisory Group's DVY Position: Q1 2026 in Review

Investment Advisory Group reduced its iShares Select Dividend ETF (DVY) stake by 0.12% in Q1 2026, selling an estimated $2.27K and leaving 12,829 shares worth $1.94M. The position accounts for 0.49% of the portfolio, ranked #51.

Investment Advisory Group first reported a position in DVY in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.12M in Q1 2022. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Investment Advisory Group held 12,829 shares of iShares Select Dividend ETF worth $1.94M as of Q1 2026.
Investment Advisory Group sold 15 iShares Select Dividend ETF shares in Q1 2026, an estimated $2.27K.
iShares Select Dividend ETF made up 0.49% of Investment Advisory Group's portfolio in Q1 2026, its #51 holding.
Investment Advisory Group first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 18 quarters since.
Investment Advisory Group's iShares Select Dividend ETF position peaked at $2.12M in Q1 2022.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.