LA
DVY icon

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

Latitude 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 		$421K Buy
2,695
+194
+8% +$29.9K 0.17% 141
2026
Q1 		$379K Buy
2,501
+1
+0% +$151 0.17% 139
2025
Q4 		$353K Buy
2,500
+700
+39% +$98.9K 0.16% 141
2025
Q3 		$256K Buy
1,800
+239
+15% +$33.1K 0.12% 183
2025
Q2 		$207K Buy
1,561
+2
+0.1% +$259 0.1% 199
2025
Q1 		$209K Sell
1,559
-149
-9% -$20K 0.12% 181
2024
Q4 		$224K Sell
1,708
-5
-0.3% -$681 0.13% 169
2024
Q3 		$231K Sell
1,713
-49
-3% -$6.33K 0.13% 166
2024
Q2 		$213K Sell
1,762
-188
-10% -$22.8K 0.13% 165
2024
Q1 		$240K Sell
1,950
-1,463
-43% -$171K 0.15% 144
2023
Q4 		$400K Buy
3,413
+43
+1% +$4.73K 0.28% 92
2023
Q3 		$363K Sell
3,370
-111
-3% -$12.6K 0.26% 96
2023
Q2 		$394K Sell
3,481
-526
-13% -$59.9K 0.27% 88
2023
Q1 		$470K Sell
4,007
-1,162
-22% -$141K 0.34% 72
2022
Q4 		$623K Buy
5,169
+2,456
+91% +$291K 0.47% 42
2022
Q3 		$291K Buy
2,713
+785
+41% +$94.1K 0.24% 101
2022
Q2 		$227K Sell
1,928
-3,739
-66% -$468K 0.21% 123
2022
Q1 		$726K Buy
5,667
+2,129
+60% +$266K 0.16% 132
2021
Q4 		$434K Buy
3,538
+745
+27% +$88.8K 0.12% 176
2021
Q3 		$320K Buy
+2,793
New +$326K 0.1% 194

Other funds holding DVY

Truist Financial
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
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Latitude Advisors's DVY Position: Q2 2026 in Review

Latitude Advisors increased its iShares Select Dividend ETF (DVY) stake by 7.8% in Q2 2026, buying an estimated $29.9K and bringing the position to 2,695 shares worth $421K. The position accounts for 0.17% of the portfolio, ranked #141.

Latitude Advisors first reported a position in DVY in Q3 2021 and has held it in 20 quarters since. The position peaked at $726K in Q1 2022. 695 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Latitude Advisors held 2,695 shares of iShares Select Dividend ETF worth $421K as of Q2 2026.
  • Latitude Advisors bought 194 iShares Select Dividend ETF shares in Q2 2026, an estimated $29.9K.
  • iShares Select Dividend ETF made up 0.17% of Latitude Advisors's portfolio in Q2 2026, its #141 holding.
  • Latitude Advisors first reported a position in iShares Select Dividend ETF in Q3 2021 and has held it in 20 quarters since.
  • Latitude Advisors's iShares Select Dividend ETF position peaked at $726K in Q1 2022.
  • 695 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.