Nikulski Financial’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
Q2 | $440K | Hold |
2,816
| – | – | 0.09% | 137 |
|
|
2026
Q1 | $426K | Buy |
2,816
+591
| +27% | +$89.3K | 0.11% | 135 |
|
|
2025
Q4 | $314K | Sell |
2,225
-736
| -25% | -$104K | 0.08% | 146 |
|
|
2025
Q3 | $421K | Sell |
2,961
-606
| -17% | -$83.9K | 0.11% | 113 |
|
|
2025
Q2 | $474K | Sell |
3,567
-250
| -7% | -$32.4K | 0.13% | 101 |
|
|
2025
Q1 | $513K | Sell |
3,817
-261
| -6% | -$35K | 0.15% | 90 |
|
|
2024
Q4 | $535K | Sell |
4,078
-34,309
| -89% | -$4.67M | 0.16% | 87 |
|
|
2024
Q3 | $5.18M | Sell |
38,387
-258
| -0.7% | -$33.4K | 1.55% | 19 |
|
|
2024
Q2 | $4.68M | Buy |
38,645
+843
| +2% | +$102K | 1.49% | 20 |
|
|
2024
Q1 | $4.66M | Buy |
37,802
+3,791
| +11% | +$444K | 1.54% | 19 |
|
|
2023
Q4 | $3.99M | Buy |
34,011
+1,090
| +3% | +$120K | 1.46% | 20 |
|
|
2023
Q3 | $3.54M | Sell |
32,921
-232
| -0.7% | -$26.4K | 1.47% | 19 |
|
|
2023
Q2 | $3.76M | Buy |
33,153
+214
| +0.6% | +$24.4K | 1.55% | 18 |
|
|
2023
Q1 | $3.86M | Sell |
32,939
-74
| -0.2% | -$8.95K | 1.71% | 17 |
|
|
2022
Q4 | $3.98M | Buy |
33,013
+852
| +3% | +$101K | 1.9% | 16 |
|
|
2022
Q3 | $3.45M | Buy |
32,161
+21
| +0.1% | +$2.52K | 1.78% | 16 |
|
|
2022
Q2 | $3.78M | Buy |
32,140
+651
| +2% | +$81.5K | 1.88% | 14 |
|
|
2022
Q1 | $4.04M | Sell |
31,489
-546
| -2% | -$68.2K | 1.71% | 16 |
|
|
2021
Q4 | $3.93M | Sell |
32,035
-627
| -2% | -$74.7K | 1.65% | 18 |
|
|
2021
Q3 | $3.75M | Buy |
32,662
+100
| +0.3% | +$11.7K | 1.73% | 17 |
|
|
2021
Q2 | $3.74M | Sell |
32,562
-470
| -1% | -$55.9K | 1.74% | 18 |
|
|
2021
Q1 | $3.77M | Buy |
33,032
+1,259
| +4% | +$133K | 1.93% | 15 |
|
|
2020
Q4 | $3.06M | Sell |
31,773
-1,047
| -3% | -$95K | 1.68% | 17 |
|
|
2020
Q3 | $2.68M | Sell |
32,820
-2,809
| -8% | -$234K | 1.7% | 14 |
|
|
2020
Q2 | $2.88M | Sell |
35,629
-616
| -2% | -$49.2K | 2.02% | 13 |
|
|
2020
Q1 | $2.67M | Buy |
36,245
+546
| +2% | +$52.2K | 2.32% | 12 |
|
|
2019
Q4 | $3.75M | Buy |
35,699
+2,596
| +8% | +$267K | 2.72% | 12 |
|
|
2019
Q3 | $3.34M | Buy |
33,103
+206
| +0.6% | +$20.5K | 2.78% | 9 |
|
|
2019
Q2 | $3.3M | Buy |
32,897
+2,800
| +9% | +$276K | 2.79% | 9 |
|
|
2019
Q1 | $2.96M | Sell |
30,097
-1,396
| -4% | -$134K | 2.88% | 9 |
|
|
2018
Q4 | $2.81M | Sell |
31,493
-799
| -2% | -$76.5K | 2.95% | 11 |
|
|
2018
Q3 | $3.1M | Buy |
32,292
+2,710
| +9% | +$272K | 2.89% | 10 |
|
|
2018
Q2 | $2.89M | Buy |
29,582
+713
| +2% | +$69.2K | 2.66% | 12 |
|
|
2018
Q1 | $2.75M | Buy |
28,869
+896
| +3% | +$87.5K | 2.72% | 13 |
|
|
2017
Q4 | $2.76M | Buy |
+27,973
| New | +$2.69M | 2.97% | 12 |
|
Other funds holding DVY
HCM
NCM
MP
PAG
HWM
SIAP
Nikulski Financial's DVY Position: Q2 2026 in Review
Nikulski Financial held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 2,816 shares worth $440K. The position accounts for 0.09% of the portfolio, ranked #137.
Nikulski Financial first reported a position in DVY in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.18M in Q3 2024. 659 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Nikulski Financial held 2,816 shares of iShares Select Dividend ETF worth $440K as of Q2 2026.
- Nikulski Financial left its iShares Select Dividend ETF share count unchanged in Q2 2026.
- iShares Select Dividend ETF made up 0.09% of Nikulski Financial's portfolio in Q2 2026, its #137 holding.
- Nikulski Financial first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 35 quarters since.
- Nikulski Financial's iShares Select Dividend ETF position peaked at $5.18M in Q3 2024.
- 659 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.