Meeder Advisory Services’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-2,035
Closed -$287K 702
2025
Q4
$287K Hold
2,035
0.01% 541
2025
Q3
$289K Sell
2,035
-550
-21% -$76.2K 0.01% 500
2025
Q2
$343K Sell
2,585
-63
-2% -$8.16K 0.02% 453
2025
Q1
$356K Sell
2,648
-1,551
-37% -$208K 0.02% 424
2024
Q4
$551K Buy
4,199
+508
+14% +$69.2K 0.03% 328
2024
Q3
$498K Buy
+3,691
New +$477K 0.03% 342

Other funds holding DVY

Meeder Advisory Services's DVY Position: Q1 2026 in Review

Meeder Advisory Services sold out of iShares Select Dividend ETF (DVY) in Q1 2026, closing a stake of 2,035 shares — an estimated $287K sold.

Meeder Advisory Services first reported a position in DVY in Q3 2024 and held it in 6 quarters. The position peaked at $551K in Q4 2024. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Meeder Advisory Services reported no remaining iShares Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Meeder Advisory Services sold 2,035 iShares Select Dividend ETF shares in Q1 2026, an estimated $287K.
  • Meeder Advisory Services first reported a position in iShares Select Dividend ETF in Q3 2024 and held it in 6 quarters.
  • Meeder Advisory Services's iShares Select Dividend ETF position peaked at $551K in Q4 2024.
  • 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.