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PFG Advisors’s iShares Select Dividend ETF DVY Stock Holding History

PFG 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 		– Sell
-6,803
Closed -$1.03M – 805
2026
Q1 		$1.03M Sell
6,803
-258
-4% -$39K 0.05% 375
2025
Q4 		$997K Sell
7,061
-3,239
-31% -$458K 0.05% 382
2025
Q3 		$1.46M Buy
+10,300
New +$1.43M 0.06% 322
2025
Q2 		– Sell
-9,555
Closed -$1.28M – 642
2025
Q1 		$1.28M Buy
9,555
+434
+5% +$58.2K 0.07% 282
2024
Q4 		$1.2M Buy
9,121
+327
+4% +$44.6K 0.07% 272
2024
Q3 		$1.19M Sell
8,794
-373
-4% -$48.2K 0.07% 263
2024
Q2 		$1.11M Sell
9,167
-199
-2% -$24.2K 0.08% 274
2024
Q1 		$1.15M Sell
9,366
-1,256
-12% -$147K 0.08% 259
2023
Q4 		$1.25M Buy
10,622
+363
+4% +$39.9K 0.1% 226
2023
Q3 		$1.1M Sell
10,259
-34,076
-77% -$3.88M 0.1% 233
2023
Q2 		$5.02M Buy
44,335
+3,516
+9% +$401K 0.38% 61
2023
Q1 		$4.78M Buy
40,819
+33,746
+477% +$4.08M 0.4% 57
2022
Q4 		$853K Sell
7,073
-465
-6% -$55K 0.08% 276
2022
Q3 		$808K Buy
+7,538
New +$903K 0.09% 257
2022
Q1 		– Sell
-7,448
Closed -$913K – 431
2021
Q4 		$913K Sell
7,448
-171
-2% -$20.4K 0.09% 267
2021
Q3 		$874K Buy
+7,619
New +$891K 0.1% 263
2020
Q1 		– Sell
-2,488
Closed -$261K – 299
2019
Q4 		$261K Sell
2,488
-72
-3% -$7.42K 0.06% 260
2019
Q3 		$253K Sell
2,560
-381
-13% -$38K 0.07% 261
2019
Q2 		$298K Buy
2,941
+292
+11% +$28.8K 0.08% 250
2019
Q1 		$268K Sell
2,649
-159
-6% -$15.2K 0.08% 236
2018
Q4 		$271K Sell
2,808
-273
-9% -$26.1K 0.09% 232
2018
Q3 		$297K Sell
3,081
-86
-3% -$8.62K 0.23% 112
2018
Q2 		$310K Buy
3,167
+106
+3% +$10.3K 0.27% 97
2018
Q1 		$291K Buy
3,061
+114
+4% +$11.1K 0.28% 100
2017
Q4 		$290K Buy
+2,947
New +$284K 0.3% 95

Other funds holding DVY

Truist Financial
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MP
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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

PFG Advisors's DVY Position: Q2 2026 in Review

PFG Advisors sold out of iShares Select Dividend ETF (DVY) in Q2 2026, closing a stake of 6,803 shares — an estimated $1.03M sold.

PFG Advisors first reported a position in DVY in Q4 2017 and held it in 25 quarters. The position peaked at $5.02M in Q2 2023. 635 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • PFG Advisors reported no remaining iShares Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • PFG Advisors sold 6,803 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.03M.
  • PFG Advisors first reported a position in iShares Select Dividend ETF in Q4 2017 and held it in 25 quarters.
  • PFG Advisors's iShares Select Dividend ETF position peaked at $5.02M in Q2 2023.
  • 635 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.