Pin Oak Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Pin Oak Investment 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	$49K	Hold	311	–	–	0.03%	213
2026 Q1	$47K	Hold	311	–	–	0.03%	217
2025 Q4	$48K	Hold	311	–	–	0.03%	221
2025 Q3	$44.2K	Hold	311	–	–	0.03%	219
2025 Q2	$41K	Hold	311	–	–	0.03%	211
2025 Q1	$41K	Hold	311	–	–	0.03%	205
2024 Q4	$42K	Hold	311	–	–	0.04%	202
2024 Q3	$42K	Hold	311	–	–	0.04%	201
2024 Q2	$38K	Hold	311	–	–	0.04%	198
2024 Q1	$38K	Hold	311	–	–	0.04%	195
2023 Q4	$36K	Hold	311	–	–	0.04%	197
2023 Q3	$34K	Hold	311	–	–	0.04%	195
2023 Q2	$35K	Hold	311	–	–	0.04%	196
2023 Q1	$36K	Hold	311	–	–	0.04%	179
2022 Q4	$38K	Hold	311	–	–	0.05%	159
2022 Q3	$33K	Hold	311	–	–	0.04%	164
2022 Q2	$37K	Hold	311	–	–	0.05%	163
2022 Q1	$40K	Hold	311	–	–	0.04%	174
2021 Q4	$38K	Hold	311	–	–	0.04%	193
2021 Q3	$36K	Hold	311	–	–	0.04%	189
2021 Q2	$36K	Hold	311	–	–	0.04%	184
2021 Q1	$35K	Hold	311	–	–	0.03%	197
2020 Q4	$30K	Hold	311	–	–	0.02%	224
2020 Q3	$25K	Hold	311	–	–	0.02%	215
2020 Q2	$25K	Hold	311	–	–	0.02%	209
2020 Q1	$23K	Hold	311	–	–	0.02%	213
2019 Q4	$33K	Hold	311	–	–	0.03%	210
2019 Q3	$32K	Hold	311	–	–	0.03%	217
2019 Q2	$31K	Hold	311	–	–	0.02%	232
2019 Q1	$31K	Hold	311	–	–	0.02%	213
2018 Q4	$28K	Hold	311	–	–	0.02%	216
2018 Q3	$31K	Hold	311	–	–	0.02%	224
2018 Q2	$30K	Hold	311	–	–	0.02%	230
2018 Q1	$30K	Hold	311	–	–	0.02%	234
2017 Q4	$31K	Buy	+311	New	+$29.9K	0.02%	234

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pin Oak Investment Advisors's DVY Position: Q2 2026 in Review

Pin Oak Investment Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 311 shares worth $49K. The position accounts for 0.03% of the portfolio, ranked #213.

Pin Oak Investment Advisors first reported a position in DVY in Q4 2017 and has held it in 35 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Pin Oak Investment Advisors held 311 shares of iShares Select Dividend ETF worth $49K as of Q2 2026.
Pin Oak Investment Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.03% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #213 holding.
Pin Oak Investment Advisors first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 35 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.