Nilsine Partners’s iShares Select Dividend ETF DVY Stock Holding History

Nilsine Partners’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	$631K	Sell	4,039 -250	-6%	-$38.5K	0.04%	276
2026 Q1	$654K	Hold	4,289	–	–	0.05%	257
2025 Q4	$605K	Buy	4,289 +2,783	+185%	+$393K	0.05%	252
2025 Q3	$214K	Hold	1,506	–	–	0.02%	375
2025 Q2	$200K	Hold	1,506	–	–	0.02%	373
2025 Q1	$202K	Buy	+1,506	New	+$202K	0.02%	353
2024 Q4	–	Sell	-1,506	Closed	-$203K	–	369
2024 Q3	$203K	Buy	+1,506	New	+$195K	0.03%	335

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

Nilsine Partners's DVY Position: Q2 2026 in Review

Nilsine Partners reduced its iShares Select Dividend ETF (DVY) stake by 5.8% in Q2 2026, selling an estimated $38.5K and leaving 4,039 shares worth $631K. The position accounts for 0.04% of the portfolio, ranked #276.

Nilsine Partners first reported a position in DVY in Q3 2024 and has held it in 7 quarters since. The position peaked at $654K in Q1 2026. 497 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Nilsine Partners held 4,039 shares of iShares Select Dividend ETF worth $631K as of Q2 2026.
Nilsine Partners sold 250 iShares Select Dividend ETF shares in Q2 2026, an estimated $38.5K.
iShares Select Dividend ETF made up 0.04% of Nilsine Partners's portfolio in Q2 2026, its #276 holding.
Nilsine Partners first reported a position in iShares Select Dividend ETF in Q3 2024 and has held it in 7 quarters since.
Nilsine Partners's iShares Select Dividend ETF position peaked at $654K in Q1 2026.
497 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Nilsine Partners's 13F filing for Q2 2026, filed 24 Jul 2026.