Moisand Fitzgerald Tamayo’s iShares Select Dividend ETF DVY Stock Holding History

Moisand Fitzgerald Tamayo’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	$234K	Hold	1,500	–	–	0.02%	117
2026 Q1	$227K	Hold	1,500	–	–	0.02%	110
2025 Q4	$212K	Hold	1,500	–	–	0.02%	115
2025 Q3	$213K	Hold	1,500	–	–	0.03%	115
2025 Q2	$199K	Buy	1,500 +100	+7%	+$12.9K	0.03%	115
2025 Q1	$188K	Hold	1,400	–	–	0.03%	118
2024 Q4	$184K	Hold	1,400	–	–	0.03%	118
2024 Q3	$189K	Hold	1,400	–	–	0.03%	117
2024 Q2	$169K	Hold	1,400	–	–	0.03%	115
2024 Q1	$172K	Hold	1,400	–	–	0.03%	111
2023 Q4	$164K	Hold	1,400	–	–	0.03%	111
2023 Q3	$151K	Hold	1,400	–	–	0.03%	112
2023 Q2	$159K	Hold	1,400	–	–	0.03%	109
2023 Q1	$164K	Hold	1,400	–	–	0.04%	108
2022 Q4	$169K	Hold	1,400	–	–	0.04%	108
2022 Q3	$150K	Sell	1,400 -7	-0.5%	-$839	0.04%	108
2022 Q2	$166K	Buy	+1,407	New	+$176K	0.04%	104
2020 Q1	–	Sell	-145	Closed	-$15K	–	263
2019 Q4	$15K	Buy	145 +50	+53%	+$5.15K	0.01%	179
2019 Q3	$10K	Sell	95 -119	-56%	-$11.9K	0.01%	194
2019 Q2	$21K	Hold	214	–	–	0.01%	154
2019 Q1	$21K	Hold	214	–	–	0.01%	157
2018 Q4	$19K	Hold	214	–	–	0.01%	157
2018 Q3	$21K	Hold	214	–	–	0.01%	163
2018 Q2	$21K	Hold	214	–	–	0.01%	156
2018 Q1	$20K	Hold	214	–	–	0.01%	167
2017 Q4	$21K	Hold	214	–	–	0.01%	145
2017 Q3	$20K	Buy	+214	New	+$19.8K	0.01%	161
2016 Q2	–	Sell	-300	Closed	-$25K	–	93
2016 Q1	$25K	Hold	300	–	–	0.02%	122
2015 Q4	$23K	Buy	+300	New	+$22.8K	0.02%	121

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

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

Moisand Fitzgerald Tamayo's DVY Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,500 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #117.

Moisand Fitzgerald Tamayo first reported a position in DVY in Q4 2015 and has held it in 29 quarters since. 379 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Moisand Fitzgerald Tamayo held 1,500 shares of iShares Select Dividend ETF worth $234K as of Q2 2026.
Moisand Fitzgerald Tamayo left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.02% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #117 holding.
Moisand Fitzgerald Tamayo first reported a position in iShares Select Dividend ETF in Q4 2015 and has held it in 29 quarters since.
379 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.