Northstar Advisory Group’s iShares Select Dividend ETF DVY Stock Holding History

Northstar Advisory Group’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	$237K	Sell	1,516 -21	-1%	-$3.23K	0.07%	112
2026 Q1	$233K	Sell	1,537 -7	-0.5%	-$1.06K	0.09%	107
2025 Q4	$218K	Buy	1,544 +4	+0.3%	+$565	0.08%	106
2025 Q3	$219K	Sell	1,540 -71	-4%	-$9.83K	0.09%	105
2025 Q2	$214K	Sell	1,611 -76	-5%	-$9.84K	0.1%	98
2025 Q1	$227K	Sell	1,687 -33	-2%	-$4.42K	0.15%	88
2024 Q4	$226K	Buy	1,720 +4	+0.2%	+$545	0.11%	97
2024 Q3	$232K	Buy	1,716 +7	+0.4%	+$905	0.12%	93
2024 Q2	$207K	Buy	1,709 +4	+0.2%	+$486	0.12%	95
2024 Q1	$211K	Buy	+1,705	New	+$200K	0.13%	90
2023 Q3	–	Sell	-1,813	Closed	-$205K	–	97
2023 Q2	$205K	Sell	1,813 -22	-1%	-$2.51K	0.13%	81
2023 Q1	$215K	Sell	1,835 -100	-5%	-$12.1K	0.16%	78
2022 Q4	$233K	Sell	1,935 -40	-2%	-$4.73K	0.18%	85
2022 Q3	$212K	Buy	1,975 +2	+0.1%	+$240	0.19%	80
2022 Q2	$232K	Sell	1,973 -62	-3%	-$7.76K	0.17%	74
2022 Q1	$261K	Sell	2,035 -104	-5%	-$13K	0.17%	92
2021 Q4	$262K	Buy	+2,139	New	+$255K	0.16%	89
2021 Q3	–	Sell	-2,299	Closed	-$268K	–	65
2021 Q2	$268K	Sell	2,299 -91	-4%	-$10.8K	0.17%	99
2021 Q1	$273K	Sell	2,390 -141	-6%	-$14.9K	0.21%	89
2020 Q4	$243K	Buy	+2,531	New	+$230K	0.2%	96

Other funds holding DVY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

NCM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Northstar Advisory Group's DVY Position: Q2 2026 in Review

Northstar Advisory Group reduced its iShares Select Dividend ETF (DVY) stake by 1.4% in Q2 2026, selling an estimated $3.23K and leaving 1,516 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #112.

Northstar Advisory Group first reported a position in DVY in Q4 2020 and has held it in 20 quarters since. The position peaked at $273K in Q1 2021. 729 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Northstar Advisory Group held 1,516 shares of iShares Select Dividend ETF worth $237K as of Q2 2026.
Northstar Advisory Group sold 21 iShares Select Dividend ETF shares in Q2 2026, an estimated $3.23K.
iShares Select Dividend ETF made up 0.07% of Northstar Advisory Group's portfolio in Q2 2026, its #112 holding.
Northstar Advisory Group first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 20 quarters since.
Northstar Advisory Group's iShares Select Dividend ETF position peaked at $273K in Q1 2021.
729 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.