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DVY icon

Olistico Wealth’s iShares Select Dividend ETF DVY Stock Holding History

Olistico Wealth’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 		$290K Buy
188,213
+186,335
+9,922% +$28.7M 0.12% 90
2026
Q1 		$284K Hold
1,878
– – 0.14% 84
2025
Q4 		$265K Buy
1,878
+15
+0.8% +$2.12K 0.13% 82
2025
Q3 		$265K Sell
1,863
-45
-2% -$6.23K 0.14% 85
2025
Q2 		$253K Buy
1,908
+1,200
+169% +$155K 0.14% 79
2025
Q1 		$256K Sell
708
-1,205
-63% -$162K 0.16% 86
2024
Q4 		$251K Buy
1,913
+1,200
+168% +$164K 0.15% 91
2024
Q3 		$96.3K Hold
713
– – 0.06% 131
2024
Q2 		$86.3K Buy
+713
New +$86.6K 0.06% 135

Other funds holding DVY

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
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
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Olistico Wealth's DVY Position: Q2 2026 in Review

Olistico Wealth increased its iShares Select Dividend ETF (DVY) stake by 9,922% in Q2 2026, buying an estimated $28.7M and bringing the position to 188,213 shares worth $290K. The position accounts for 0.12% of the portfolio, ranked #90.

Olistico Wealth first reported a position in DVY in Q2 2024 and has held it in 9 quarters since. 263 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Olistico Wealth held 188,213 shares of iShares Select Dividend ETF worth $290K as of Q2 2026.
  • Olistico Wealth bought 186,335 iShares Select Dividend ETF shares in Q2 2026, an estimated $28.7M.
  • iShares Select Dividend ETF made up 0.12% of Olistico Wealth's portfolio in Q2 2026, its #90 holding.
  • Olistico Wealth first reported a position in iShares Select Dividend ETF in Q2 2024 and has held it in 9 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.