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

MKT 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	$1.1M	Sell	6,898 -284	-4%	-$43.7K	0.34%	41
2026 Q1	$1.09M	Sell	7,182 -272	-4%	-$41.1K	0.37%	40
2025 Q4	$1.07M	Hold	7,454	–	–	0.37%	41
2025 Q3	$1.06M	Sell	7,454 -210	-3%	-$29.1K	0.4%	38
2025 Q2	$1.04M	Sell	7,664 -24	-0.3%	-$3.11K	0.41%	38
2025 Q1	$927K	Buy	7,688 +3	+0%	+$402	0.43%	36
2024 Q4	$1.04M	Sell	7,685 -1,326	-15%	-$181K	0.45%	34
2024 Q3	$1.21M	Sell	9,011 -30	-0.3%	-$3.88K	0.57%	27
2024 Q2	$1.09M	Sell	9,041 -498	-5%	-$60.5K	0.54%	29
2024 Q1	$1.14M	Sell	9,539 -231	-2%	-$27.1K	0.62%	26
2023 Q4	$1.15M	Sell	9,770 -425	-4%	-$46.8K	0.76%	24
2023 Q3	$1.07M	Sell	10,195 -585	-5%	-$66.5K	0.81%	18
2023 Q2	$1.27M	Sell	10,780 -734	-6%	-$83.6K	0.9%	17
2023 Q1	$1.35M	Sell	11,514 -196	-2%	-$23.7K	1.01%	13
2022 Q4	$1.46M	Sell	11,710 -357	-3%	-$42.2K	1.1%	11
2022 Q3	$1.29M	Sell	12,067 -1,387	-10%	-$166K	1.12%	11
2022 Q2	$1.58M	Sell	13,454 -47	-0.3%	-$5.88K	1.24%	10
2022 Q1	$1.69M	Buy	13,501 +262	+2%	+$32.7K	1.27%	9
2021 Q4	$1.61M	Buy	+13,239	New	+$1.58M	1.26%	8

Other funds holding DVY

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

MKT Advisors's DVY Position: Q2 2026 in Review

MKT Advisors reduced its iShares Select Dividend ETF (DVY) stake by 4% in Q2 2026, selling an estimated $43.7K and leaving 6,898 shares worth $1.1M. The position accounts for 0.34% of the portfolio, ranked #41.

MKT Advisors first reported a position in DVY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.69M in Q1 2022. 263 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

MKT Advisors held 6,898 shares of iShares Select Dividend ETF worth $1.1M as of Q2 2026.
MKT Advisors sold 284 iShares Select Dividend ETF shares in Q2 2026, an estimated $43.7K.
iShares Select Dividend ETF made up 0.34% of MKT Advisors's portfolio in Q2 2026, its #41 holding.
MKT Advisors first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 19 quarters since.
MKT Advisors's iShares Select Dividend ETF position peaked at $1.69M in Q1 2022.
263 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

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