Investors Asset Management of Georgia’s iShares Select Dividend ETF DVY Stock Holding History

Investors Asset Management of Georgia’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	$330K	Hold	2,110	–	–	0.11%	148
2026 Q1	$319K	Hold	2,110	–	–	0.13%	143
2025 Q4	$298K	Sell	2,110 -3	-0.1%	-$424	0.12%	141
2025 Q3	$300K	Hold	2,113	–	–	0.13%	136
2025 Q2	$281K	Hold	2,113	–	–	0.13%	133
2025 Q1	$284K	Hold	2,113	–	–	0.14%	126
2024 Q4	$277K	Sell	2,113 -175	-8%	-$23.8K	0.14%	130
2024 Q3	$309K	Sell	2,288 -1,000	-30%	-$129K	0.15%	127
2024 Q2	$398K	Hold	3,288	–	–	0.19%	100
2024 Q1	$405K	Hold	3,288	–	–	0.19%	105
2023 Q4	$385K	Sell	3,288 -175	-5%	-$19.3K	0.2%	102
2023 Q3	$364K	Hold	3,463	–	–	0.2%	109
2023 Q2	$392K	Hold	3,463	–	–	0.2%	109
2023 Q1	$406K	Hold	3,463	–	–	0.22%	106
2022 Q4	$418K	Hold	3,463	–	–	0.22%	103
2022 Q3	$371K	Hold	3,463	–	–	0.19%	110
2022 Q2	$407K	Hold	3,463	–	–	0.21%	104
2022 Q1	$444K	Hold	3,463	–	–	0.22%	110
2021 Q4	$425K	Hold	3,463	–	–	0.2%	109
2021 Q3	$397K	Hold	3,463	–	–	0.21%	109
2021 Q2	$404K	Hold	3,463	–	–	0.22%	109
2021 Q1	$395K	Hold	3,463	–	–	0.23%	104
2020 Q4	$333K	Hold	3,463	–	–	0.22%	99
2020 Q3	$282K	Sell	3,463 -150	-4%	-$12.5K	0.19%	107
2020 Q2	$292K	Hold	3,613	–	–	0.2%	104
2020 Q1	$266K	Hold	3,613	–	–	0.22%	98
2019 Q4	$382K	Sell	3,613 -5	-0.1%	-$515	0.23%	99
2019 Q3	$369K	Hold	3,618	–	–	0.24%	98
2019 Q2	$360K	Hold	3,618	–	–	0.24%	96
2019 Q1	$355K	Hold	3,618	–	–	0.25%	92
2018 Q4	$323K	Sell	3,618 -35	-1%	-$3.35K	0.26%	97
2018 Q3	$364K	Hold	3,653	–	–	0.25%	102
2018 Q2	$357K	Hold	3,653	–	–	0.26%	102
2018 Q1	$347K	Hold	3,653	–	–	0.26%	102
2017 Q4	$360K	Sell	3,653 -4	-0.1%	-$385	0.26%	99
2017 Q3	$342K	Sell	3,657 -500	-12%	-$46.2K	0.25%	102
2017 Q2	$383K	Hold	4,157	–	–	0.26%	89
2017 Q1	$379K	Hold	4,157	–	–	0.26%	87
2016 Q4	$368K	Hold	4,157	–	–	0.27%	88
2016 Q3	$356K	Hold	4,157	–	–	0.27%	86
2016 Q2	$355K	Hold	4,157	–	–	0.28%	86
2016 Q1	$340K	Hold	4,157	–	–	0.28%	87
2015 Q4	$312K	Sell	4,157 -3	-0.1%	-$228	0.26%	90
2015 Q3	$303K	Hold	4,160	–	–	0.27%	87
2015 Q2	$313K	Sell	4,160 -1,000	-19%	-$78.1K	0.27%	85
2015 Q1	$402K	Hold	5,160	–	–	0.33%	73
2014 Q4	$410K	Buy	+5,160	New	+$398K	0.35%	70

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 22.96% 1-Year Est. Return

Investors Asset Management of Georgia's DVY Position: Q2 2026 in Review

Investors Asset Management of Georgia held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 2,110 shares worth $330K. The position accounts for 0.11% of the portfolio, ranked #148.

Investors Asset Management of Georgia first reported a position in DVY in Q4 2014 and has held it in 47 quarters since. The position peaked at $444K in Q1 2022. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Investors Asset Management of Georgia held 2,110 shares of iShares Select Dividend ETF worth $330K as of Q2 2026.
Investors Asset Management of Georgia left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.11% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #148 holding.
Investors Asset Management of Georgia first reported a position in iShares Select Dividend ETF in Q4 2014 and has held it in 47 quarters since.
Investors Asset Management of Georgia's iShares Select Dividend ETF position peaked at $444K in Q1 2022.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.