Pine Valley Investments’s iShares Select Dividend ETF DVY Stock Holding History

Pine Valley Investments’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	$309K	Buy	1,976 +15	+0.8%	+$2.31K	0.01%	493
2026 Q1	$297K	Buy	1,961 +14	+0.7%	+$2.11K	0.01%	463
2025 Q4	$275K	Buy	1,947 +21	+1%	+$2.97K	0.01%	464
2025 Q3	$274K	Buy	1,926 +15	+0.8%	+$2.08K	0.01%	457
2025 Q2	$254K	Sell	1,911 -356	-16%	-$46.1K	0.01%	466
2025 Q1	$304K	Buy	2,267 +14	+0.6%	+$1.88K	0.02%	419
2024 Q4	$296K	Sell	2,253 -336	-13%	-$45.8K	0.02%	418
2024 Q3	$350K	Sell	2,589 -59	-2%	-$7.63K	0.02%	387
2024 Q2	$320K	Sell	2,648 -86	-3%	-$10.4K	0.02%	372
2024 Q1	$337K	Sell	2,734 -56	-2%	-$6.56K	0.02%	373
2023 Q4	$327K	Sell	2,790 -285	-9%	-$31.4K	0.02%	366
2023 Q3	$334K	Buy	3,075 +498	+19%	+$56.6K	0.03%	347
2023 Q2	$292K	Sell	2,577 -66	-2%	-$7.52K	0.03%	322
2023 Q1	$299K	Buy	+2,643	New	+$320K	0.04%	221

Other funds holding DVY

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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Pine Valley Investments's DVY Position: Q2 2026 in Review

Pine Valley Investments increased its iShares Select Dividend ETF (DVY) stake by 0.76% in Q2 2026, buying an estimated $2.31K and bringing the position to 1,976 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #493.

Pine Valley Investments first reported a position in DVY in Q1 2023 and has held it in 14 quarters since. The position peaked at $350K in Q3 2024. 869 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Pine Valley Investments held 1,976 shares of iShares Select Dividend ETF worth $309K as of Q2 2026.
Pine Valley Investments bought 15 iShares Select Dividend ETF shares in Q2 2026, an estimated $2.31K.
iShares Select Dividend ETF made up 0.01% of Pine Valley Investments's portfolio in Q2 2026, its #493 holding.
Pine Valley Investments first reported a position in iShares Select Dividend ETF in Q1 2023 and has held it in 14 quarters since.
Pine Valley Investments's iShares Select Dividend ETF position peaked at $350K in Q3 2024.
869 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.