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Mayflower Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Mayflower Financial 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 		$2.14M Sell
13,686
-753
-5% -$116K 0.18% 111
2026
Q1 		$2.19M Buy
14,439
+7
+0% +$1.06K 0.27% 92
2025
Q4 		$2.04M Buy
14,432
+9
+0.1% +$1.27K 0.25% 93
2025
Q3 		$2.05M Sell
14,423
-628
-4% -$87K 0.26% 88
2025
Q2 		$2M Sell
15,051
-3
-0% -$388 0.28% 86
2025
Q1 		$2.02M Buy
15,054
+681
+5% +$91.3K 0.31% 77
2024
Q4 		$1.89M Sell
14,373
-1,236
-8% -$168K 0.28% 80
2024
Q3 		$2.11M Sell
15,609
-117
-0.7% -$15.1K 0.32% 73
2024
Q2 		$1.9M Sell
15,726
-36
-0.2% -$4.37K 0.31% 73
2024
Q1 		$1.94M Buy
15,762
+5
+0% +$586 0.32% 76
2023
Q4 		$1.85M Sell
15,757
-38
-0.2% -$4.18K 0.26% 82
2023
Q3 		$1.7M Buy
15,795
+334
+2% +$38K 0.25% 83
2023
Q2 		$1.75M Sell
15,461
-150
-1% -$17.1K 0.23% 90
2023
Q1 		$1.83M Sell
15,611
-465
-3% -$56.2K 0.24% 83
2022
Q4 		$1.94M Buy
16,076
+105
+0.7% +$12.4K 0.27% 75
2022
Q3 		$1.71M Buy
15,971
+600
+4% +$71.9K 0.28% 73
2022
Q2 		$1.81M Sell
15,371
-450
-3% -$56.3K 0.28% 72
2022
Q1 		$2.03M Hold
15,821
– – 0.27% 68
2021
Q4 		$1.94M Hold
15,821
– – 0.26% 72
2021
Q3 		$1.88M Sell
15,821
-315
-2% -$36.8K 0.25% 74
2021
Q2 		$1.88M Buy
16,136
+1,380
+9% +$164K 0.26% 69
2021
Q1 		$1.68M Sell
14,756
-75
-0.5% -$7.93K 0.25% 70
2020
Q4 		$1.43M Buy
+14,831
New +$1.35M 0.25% 68

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
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Mayflower Financial Advisors's DVY Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares Select Dividend ETF (DVY) stake by 5.2% in Q2 2026, selling an estimated $116K and leaving 13,686 shares worth $2.14M. The position accounts for 0.18% of the portfolio, ranked #111.

Mayflower Financial Advisors first reported a position in DVY in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.19M in Q1 2026. 263 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Mayflower Financial Advisors held 13,686 shares of iShares Select Dividend ETF worth $2.14M as of Q2 2026.
  • Mayflower Financial Advisors sold 753 iShares Select Dividend ETF shares in Q2 2026, an estimated $116K.
  • iShares Select Dividend ETF made up 0.18% of Mayflower Financial Advisors's portfolio in Q2 2026, its #111 holding.
  • Mayflower Financial Advisors first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's iShares Select Dividend ETF position peaked at $2.19M in Q1 2026.
  • 263 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.