Mutual Advisors’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 | $8.47M | Sell |
55,941
-4,680
| -8% | -$707K | 0.18% | 101 |
|
|
2025
Q4 | $8.56M | Sell |
60,621
-158
| -0.3% | -$22.3K | 0.18% | 113 |
|
|
2025
Q3 | $8.6M | Sell |
60,779
-1,335
| -2% | -$185K | 0.19% | 106 |
|
|
2025
Q2 | $8.58M | Buy |
62,114
+1,897
| +3% | +$246K | 0.21% | 92 |
|
|
2025
Q1 | $7.69M | Sell |
60,217
-2,145
| -3% | -$288K | 0.22% | 87 |
|
|
2024
Q4 | $8.35M | Sell |
62,362
-2,388
| -4% | -$325K | 0.24% | 74 |
|
|
2024
Q3 | $8.75M | Sell |
64,750
-396
| -0.6% | -$51.2K | 0.26% | 68 |
|
|
2024
Q2 | $8.43M | Sell |
65,146
-1,273
| -2% | -$155K | 0.25% | 73 |
|
|
2024
Q1 | $8.18M | Buy |
66,419
+5,167
| +8% | +$605K | 0.26% | 74 |
|
|
2023
Q4 | $7.18M | Buy |
61,252
+353
| +0.6% | +$38.8K | 0.25% | 75 |
|
|
2023
Q3 | $6.56M | Sell |
60,899
-944
| -2% | -$107K | 0.26% | 73 |
|
|
2023
Q2 | $7.01M | Sell |
61,843
-694
| -1% | -$79.1K | 0.27% | 74 |
|
|
2023
Q1 | $7.33M | Buy |
62,537
+3,116
| +5% | +$377K | 0.3% | 69 |
|
|
2022
Q4 | $7.17M | Buy |
59,421
+1,946
| +3% | +$230K | 0.32% | 63 |
|
|
2022
Q3 | $6.16M | Buy |
57,475
+2,750
| +5% | +$330K | 0.32% | 63 |
|
|
2022
Q2 | $6.44M | Buy |
54,725
+1,723
| +3% | +$216K | 0.43% | 45 |
|
|
2022
Q1 | $6.79M | Buy |
53,002
+17,176
| +48% | +$2.15M | 0.38% | 51 |
|
|
2021
Q4 | $4.39M | Buy |
35,826
+930
| +3% | +$111K | 0.23% | 93 |
|
|
2021
Q3 | $4M | Buy |
34,896
+8,825
| +34% | +$1.03M | 0.24% | 102 |
|
|
2021
Q2 | $3.04M | Buy |
26,071
+2,654
| +11% | +$316K | 0.18% | 146 |
|
|
2021
Q1 | $2.67M | Buy |
23,417
+997
| +4% | +$105K | 0.18% | 139 |
|
|
2020
Q4 | $2.16M | Sell |
22,420
-1,445
| -6% | -$131K | 0.16% | 148 |
|
|
2020
Q3 | $1.95M | Buy |
23,865
+729
| +3% | +$60.8K | 0.17% | 145 |
|
|
2020
Q2 | $1.87M | Sell |
23,136
-1,467
| -6% | -$117K | 0.18% | 139 |
|
|
2020
Q1 | $1.81M | Sell |
24,603
-2,887
| -11% | -$276K | 0.25% | 101 |
|
|
2019
Q4 | $2.9M | Buy |
27,490
+4,671
| +20% | +$481K | 0.31% | 76 |
|
|
2019
Q3 | $2.33M | Buy |
22,819
+157
| +0.7% | +$15.7K | 0.31% | 78 |
|
|
2019
Q2 | $2.26M | Buy |
22,662
+1,416
| +7% | +$140K | 0.29% | 73 |
|
|
2019
Q1 | $2.09M | Buy |
21,246
+4,729
| +29% | +$453K | 0.31% | 71 |
|
|
2018
Q4 | $1.48M | Buy |
16,517
+4,149
| +34% | +$397K | 0.29% | 81 |
|
|
2018
Q3 | $1.23M | Buy |
12,368
+122
| +1% | +$12.2K | 0.19% | 136 |
|
|
2018
Q2 | $1.2M | Buy |
12,246
+1,457
| +14% | +$141K | 0.27% | 115 |
|
|
2018
Q1 | $1.03M | Sell |
10,789
-276
| -2% | -$26.9K | 0.26% | 126 |
|
|
2017
Q4 | $1.09M | Buy |
+11,065
| New | +$1.06M | 0.41% | 77 |
|
Other funds holding DVY
Mutual Advisors's DVY Position: Q1 2026 in Review
Mutual Advisors reduced its iShares Select Dividend ETF (DVY) stake by 7.7% in Q1 2026, selling an estimated $707K and leaving 55,941 shares worth $8.47M. The position accounts for 0.18% of the portfolio, ranked #101.
Mutual Advisors first reported a position in DVY in Q4 2017 and has held it in 34 quarters since. The position peaked at $8.75M in Q3 2024. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.
- Mutual Advisors held 55,941 shares of iShares Select Dividend ETF worth $8.47M as of Q1 2026.
- Mutual Advisors sold 4,680 iShares Select Dividend ETF shares in Q1 2026, an estimated $707K.
- iShares Select Dividend ETF made up 0.18% of Mutual Advisors's portfolio in Q1 2026, its #101 holding.
- Mutual Advisors first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's iShares Select Dividend ETF position peaked at $8.75M in Q3 2024.
- 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.