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. 1,427 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.
  • 1,427 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.