Pacific Capital Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Pacific Capital Wealth Advisors’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	$345K	Hold	2,209	–	–	0.05%	70
2026 Q1	$334K	Hold	2,209	–	–	0.06%	66
2025 Q4	$312K	Hold	2,209	–	–	0.05%	64
2025 Q3	$314K	Hold	2,209	–	–	0.05%	62
2025 Q2	$299K	Hold	2,209	–	–	0.05%	59
2025 Q1	$297K	Hold	2,209	–	–	0.05%	64
2024 Q4	$290K	Hold	2,209	–	–	0.05%	64
2024 Q3	$298K	Hold	2,209	–	–	0.05%	61
2024 Q2	$267K	Buy	+2,209	New	+$268K	0.05%	57

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

WMA

Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return

Pacific Capital Wealth Advisors's DVY Position: Q2 2026 in Review

Pacific Capital Wealth Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 2,209 shares worth $345K. The position accounts for 0.05% of the portfolio, ranked #70.

Pacific Capital Wealth Advisors first reported a position in DVY in Q2 2024 and has held it in 9 quarters since. 359 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Pacific Capital Wealth Advisors held 2,209 shares of iShares Select Dividend ETF worth $345K as of Q2 2026.
Pacific Capital Wealth Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.05% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Pacific Capital Wealth Advisors first reported a position in iShares Select Dividend ETF in Q2 2024 and has held it in 9 quarters since.
359 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.