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

Paladin 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	$16.9K	Hold	108	–	–	0.01%	197
2026 Q1	$16.4K	Hold	108	–	–	0.01%	192
2025 Q4	$15.2K	Hold	108	–	–	0.01%	197
2025 Q3	$15.3K	Hold	108	–	–	0.01%	190
2025 Q2	$14.3K	Hold	108	–	–	0.01%	187
2025 Q1	$14.5K	Hold	108	–	–	0.01%	189
2024 Q4	$14.2K	Hold	108	–	–	0.01%	195
2024 Q3	$14.6K	Hold	108	–	–	0.01%	192
2024 Q2	$13K	Hold	108	–	–	0.01%	186
2024 Q1	$13.2K	Sell	108 -91	-46%	-$10.7K	0.01%	185
2023 Q4	$23.3K	Hold	199	–	–	0.02%	174
2023 Q3	$21.4K	Sell	199 -189	-49%	-$21.5K	0.02%	188
2023 Q2	$44K	Buy	388 +49	+14%	+$5.58K	0.04%	160
2023 Q1	$39.7K	Buy	+339	New	+$41K	0.03%	164
2022 Q2	–	Sell	-753	Closed	-$94.3K	–	343
2022 Q1	$96K	Buy	+753	New	+$94.1K	0.08%	132

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

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

Paladin Advisory Group held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 108 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #197.

Paladin Advisory Group first reported a position in DVY in Q1 2022 and has held it in 15 quarters since. The position peaked at $96K in Q1 2022. 718 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Paladin Advisory Group held 108 shares of iShares Select Dividend ETF worth $16.9K as of Q2 2026.
Paladin Advisory Group left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.01% of Paladin Advisory Group's portfolio in Q2 2026, its #197 holding.
Paladin Advisory Group first reported a position in iShares Select Dividend ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's iShares Select Dividend ETF position peaked at $96K in Q1 2022.
718 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.