Palisade Asset Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $405K | Hold |
2,590
| – | – | 0.04% | 171 |
|
|
2026
Q1 | $392K | Hold |
2,590
| – | – | 0.04% | 162 |
|
|
2025
Q4 | $366K | Hold |
2,590
| – | – | 0.04% | 161 |
|
|
2025
Q3 | $368K | Hold |
2,590
| – | – | 0.03% | 164 |
|
|
2025
Q2 | $344K | Hold |
2,590
| – | – | 0.03% | 167 |
|
|
2025
Q1 | $348K | Sell |
2,590
-510
| -16% | -$68.4K | 0.04% | 163 |
|
|
2024
Q4 | $407K | Sell |
3,100
-57
| -2% | -$7.77K | 0.04% | 158 |
|
|
2024
Q3 | $426K | Sell |
3,157
-64
| -2% | -$8.27K | 0.04% | 159 |
|
|
2024
Q2 | $390K | Hold |
3,221
| – | – | 0.04% | 163 |
|
|
2024
Q1 | $397K | Buy |
3,221
+500
| +18% | +$58.6K | 0.04% | 167 |
|
|
2023
Q4 | $319K | Sell |
2,721
-2,080
| -43% | -$229K | 0.04% | 172 |
|
|
2023
Q3 | $517K | Hold |
4,801
| – | – | 0.06% | 137 |
|
|
2023
Q2 | $544K | Sell |
4,801
-79
| -2% | -$9K | 0.06% | 139 |
|
|
2023
Q1 | $572K | Hold |
4,880
| – | – | 0.07% | 136 |
|
|
2022
Q4 | $589K | Hold |
4,880
| – | – | 0.07% | 141 |
|
|
2022
Q3 | $523K | Hold |
4,880
| – | – | 0.07% | 133 |
|
|
2022
Q2 | $574K | Hold |
4,880
| – | – | 0.07% | 133 |
|
|
2022
Q1 | $625K | Hold |
4,880
| – | – | 0.07% | 133 |
|
|
2021
Q4 | $598K | Sell |
4,880
-100
| -2% | -$11.9K | 0.07% | 138 |
|
|
2021
Q3 | $571K | Hold |
4,980
| – | – | 0.07% | 137 |
|
|
2021
Q2 | $581K | Hold |
4,980
| – | – | 0.07% | 138 |
|
|
2021
Q1 | $568K | Sell |
4,980
-56
| -1% | -$5.92K | 0.07% | 133 |
|
|
2020
Q4 | $484K | Hold |
5,036
| – | – | 0.07% | 141 |
|
|
2020
Q3 | $411K | Hold |
5,036
| – | – | 0.06% | 137 |
|
|
2020
Q2 | $407K | Hold |
5,036
| – | – | 0.06% | 136 |
|
|
2020
Q1 | $370K | Sell |
5,036
-80
| -2% | -$7.65K | 0.07% | 140 |
|
|
2019
Q4 | $541K | Sell |
5,116
-400
| -7% | -$41.2K | 0.08% | 129 |
|
|
2019
Q3 | $562K | Hold |
5,516
| – | – | 0.09% | 128 |
|
|
2019
Q2 | $549K | Hold |
5,516
| – | – | 0.09% | 125 |
|
|
2019
Q1 | $542K | Hold |
5,516
| – | – | 0.09% | 127 |
|
|
2018
Q4 | $493K | Hold |
5,516
| – | – | 0.07% | 119 |
|
|
2018
Q3 | $550K | Sell |
5,516
-42
| -0.8% | -$4.21K | 0.07% | 120 |
|
|
2018
Q2 | $543K | Buy |
5,558
+100
| +2% | +$9.7K | 0.08% | 121 |
|
|
2018
Q1 | $519K | Sell |
5,458
-62
| -1% | -$6.05K | 0.08% | 121 |
|
|
2017
Q4 | $544K | Buy |
+5,520
| New | +$531K | 0.09% | 122 |
|
Other funds holding DVY
Palisade Asset Management's DVY Position: Q2 2026 in Review
Palisade Asset Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 2,590 shares worth $405K. The position accounts for 0.04% of the portfolio, ranked #171.
Palisade Asset Management first reported a position in DVY in Q4 2017 and has held it in 35 quarters since. The position peaked at $625K in Q1 2022. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Palisade Asset Management held 2,590 shares of iShares Select Dividend ETF worth $405K as of Q2 2026.
- Palisade Asset Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
- iShares Select Dividend ETF made up 0.04% of Palisade Asset Management's portfolio in Q2 2026, its #171 holding.
- Palisade Asset Management first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 35 quarters since.
- Palisade Asset Management's iShares Select Dividend ETF position peaked at $625K in Q1 2022.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.