LA
DVY icon

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

Legacy 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 		$250K Hold
1,599
– – 0.02% 284
2026
Q1 		$242K Sell
1,599
-325
-17% -$49.1K 0.03% 243
2025
Q4 		$272K Hold
1,924
– – 0.03% 237
2025
Q3 		$273K Buy
+1,924
New +$266K 0.03% 210
2025
Q2 		– Sell
-1,924
Closed -$258K – 132
2025
Q1 		$258K Hold
1,924
– – 0.03% 359
2024
Q4 		$253K Hold
1,924
– – 0.02% 339
2024
Q3 		$260K Hold
1,924
– – 0.03% 317
2024
Q2 		$233K Hold
1,924
– – 0.03% 291
2024
Q1 		$237K Hold
1,924
– – 0.03% 282
2023
Q4 		$226K Hold
1,924
– – 0.03% 283
2023
Q3 		$207K Buy
+1,924
New +$219K 0.03% 269
2020
Q1 		– Sell
-2,589
Closed -$274K – 107
2019
Q4 		$274K Buy
+2,589
New +$267K 0.17% 109
2019
Q3 		– Sell
-1,424
Closed -$142K – 174
2019
Q2 		$142K Sell
1,424
-80
-5% -$7.89K 0.1% 131
2019
Q1 		$148K Buy
+1,504
New +$144K 0.05% 127
2018
Q4 		– Sell
-1,424
Closed -$143K – 193
2018
Q3 		$143K Sell
1,424
-290
-17% -$29.1K 0.07% 160
2018
Q2 		$168K Buy
1,714
+290
+20% +$28.1K 0.13% 98
2018
Q1 		$136K Buy
1,424
+1,099
+338% +$107K 0.1% 106
2017
Q4 		$32K Hold
325
– – 0.03% 152
2017
Q3 		$30K Hold
325
– – 0.03% 136
2017
Q2 		$29K Hold
325
– – 0.04% 123
2017
Q1 		$29K Hold
325
– – 0.04% 113
2016
Q4 		$28K Buy
+325
New +$28K 0.04% 130

Other funds holding DVY

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Legacy Advisors's DVY Position: Q2 2026 in Review

Legacy Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,599 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #284.

Legacy Advisors first reported a position in DVY in Q4 2016 and has held it in 22 quarters since. The position peaked at $274K in Q4 2019. 497 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Legacy Advisors held 1,599 shares of iShares Select Dividend ETF worth $250K as of Q2 2026.
  • Legacy Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
  • iShares Select Dividend ETF made up 0.02% of Legacy Advisors's portfolio in Q2 2026, its #284 holding.
  • Legacy Advisors first reported a position in iShares Select Dividend ETF in Q4 2016 and has held it in 22 quarters since.
  • Legacy Advisors's iShares Select Dividend ETF position peaked at $274K in Q4 2019.
  • 497 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.