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Petros Family Wealth’s iShares Select Dividend ETF DVY Stock Holding History

Petros Family 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 		$226K Sell
1,446
-54
-4% -$8.31K 0.14% 122
2026
Q1 		$227K Hold
1,500
– – 0.16% 123
2025
Q4 		$212K Buy
+1,500
New +$212K 0.14% 134

Other funds holding DVY

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

Petros Family Wealth's DVY Position: Q2 2026 in Review

Petros Family Wealth reduced its iShares Select Dividend ETF (DVY) stake by 3.6% in Q2 2026, selling an estimated $8.31K and leaving 1,446 shares worth $226K. The position accounts for 0.14% of the portfolio, ranked #122.

Petros Family Wealth first reported a position in DVY in Q4 2025 and has held it in 3 quarters since. The position peaked at $227K in Q1 2026. 550 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Petros Family Wealth held 1,446 shares of iShares Select Dividend ETF worth $226K as of Q2 2026.
  • Petros Family Wealth sold 54 iShares Select Dividend ETF shares in Q2 2026, an estimated $8.31K.
  • iShares Select Dividend ETF made up 0.14% of Petros Family Wealth's portfolio in Q2 2026, its #122 holding.
  • Petros Family Wealth first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • Petros Family Wealth's iShares Select Dividend ETF position peaked at $227K in Q1 2026.
  • 550 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.