Pettyjohn Wood & White’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
Q1 | $1.37M | Hold |
9,064
| – | – | 0.22% | 79 |
|
|
2025
Q4 | $1.28M | Hold |
9,064
| – | – | 0.2% | 81 |
|
|
2025
Q3 | $1.29M | Hold |
9,064
| – | – | 0.21% | 85 |
|
|
2025
Q2 | $1.2M | Hold |
9,064
| – | – | 0.22% | 85 |
|
|
2025
Q1 | $1.22M | Hold |
9,064
| – | – | 0.23% | 84 |
|
|
2024
Q4 | $1.19M | Hold |
9,064
| – | – | 0.22% | 82 |
|
|
2024
Q3 | $1.22M | Buy |
9,064
+1,859
| +26% | +$240K | 0.23% | 81 |
|
|
2024
Q2 | $872K | Buy |
7,205
+5,530
| +330% | +$671K | 0.17% | 85 |
|
|
2024
Q1 | $206K | Buy |
+1,675
| New | +$196K | 0.04% | 184 |
|
|
2023
Q1 | – | Sell |
-1,675
| Closed | -$202K | – | 173 |
|
|
2022
Q4 | $202K | Buy |
+1,675
| New | +$198K | 0.05% | 169 |
|
|
2022
Q2 | – | Sell |
-1,775
| Closed | -$227K | – | 167 |
|
|
2022
Q1 | $227K | Sell |
1,775
-165
| -9% | -$20.6K | 0.05% | 152 |
|
|
2021
Q4 | $238K | Sell |
1,940
-25
| -1% | -$2.98K | 0.05% | 154 |
|
|
2021
Q3 | $225K | Hold |
1,965
| – | – | 0.05% | 153 |
|
|
2021
Q2 | $229K | Sell |
1,965
-250
| -11% | -$29.7K | 0.05% | 151 |
|
|
2021
Q1 | $253K | Sell |
2,215
-40
| -2% | -$4.23K | 0.06% | 139 |
|
|
2020
Q4 | $217K | Buy |
+2,255
| New | +$205K | 0.06% | 142 |
|
|
2020
Q1 | – | Sell |
-2,300
| Closed | -$243K | – | 134 |
|
|
2019
Q4 | $243K | Hold |
2,300
| – | – | 0.07% | 141 |
|
|
2019
Q3 | $234K | Hold |
2,300
| – | – | 0.07% | 140 |
|
|
2019
Q2 | $229K | Hold |
2,300
| – | – | 0.07% | 138 |
|
|
2019
Q1 | $226K | Sell |
2,300
-295
| -11% | -$28.3K | 0.07% | 138 |
|
|
2018
Q4 | $232K | Hold |
2,595
| – | – | 0.09% | 130 |
|
|
2018
Q3 | $259K | Hold |
2,595
| – | – | 0.08% | 131 |
|
|
2018
Q2 | $254K | Hold |
2,595
| – | – | 0.09% | 134 |
|
|
2018
Q1 | $247K | Hold |
2,595
| – | – | 0.09% | 128 |
|
|
2017
Q4 | $256K | Sell |
2,595
-318
| -11% | -$30.6K | 0.09% | 126 |
|
|
2017
Q3 | $273K | Sell |
2,913
-500
| -15% | -$46.2K | 0.1% | 115 |
|
|
2017
Q2 | $315K | Buy |
3,413
+163
| +5% | +$15K | 0.12% | 110 |
|
|
2017
Q1 | $296K | Sell |
3,250
-584
| -15% | -$52.9K | 0.11% | 116 |
|
|
2016
Q4 | $340K | Hold |
3,834
| – | – | 0.13% | 108 |
|
|
2016
Q3 | $329K | Hold |
3,834
| – | – | 0.16% | 97 |
|
|
2016
Q2 | $327K | Hold |
3,834
| – | – | 0.13% | 104 |
|
|
2016
Q1 | $313K | Hold |
3,834
| – | – | 0.13% | 102 |
|
|
2015
Q4 | $288K | Buy |
+3,834
| New | +$291K | 0.12% | 104 |
|
|
2015
Q2 | – | Sell |
-2,934
| Closed | -$229K | – | 132 |
|
|
2015
Q1 | $229K | Hold |
2,934
| – | – | 0.09% | 119 |
|
|
2014
Q4 | $233K | Hold |
2,934
| – | – | 0.1% | 112 |
|
|
2014
Q3 | $217K | Hold |
2,934
| – | – | 0.09% | 115 |
|
|
2014
Q2 | $226K | Buy |
+2,934
| New | +$219K | 0.1% | 112 |
|
Other funds holding DVY
Pettyjohn Wood & White's DVY Position: Q1 2026 in Review
Pettyjohn Wood & White held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 9,064 shares worth $1.37M. The position accounts for 0.22% of the portfolio, ranked #79.
Pettyjohn Wood & White first reported a position in DVY in Q2 2014 and has held it in 37 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.
- Pettyjohn Wood & White held 9,064 shares of iShares Select Dividend ETF worth $1.37M as of Q1 2026.
- Pettyjohn Wood & White left its iShares Select Dividend ETF share count unchanged in Q1 2026.
- iShares Select Dividend ETF made up 0.22% of Pettyjohn Wood & White's portfolio in Q1 2026, its #79 holding.
- Pettyjohn Wood & White first reported a position in iShares Select Dividend ETF in Q2 2014 and has held it in 37 quarters since.
- 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.
Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.