PIA
DVY icon

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

Powell 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 		$15.5M Buy
99,237
+717
+0.7% +$110K 4.9% 6
2026
Q1 		$14.9M Buy
98,520
+659
+0.7% +$99.5K 5.14% 6
2025
Q4 		$13.8M Buy
97,861
+2,291
+2% +$324K 4.76% 6
2025
Q3 		$13.6M Buy
95,570
+537
+0.6% +$74.4K 4.75% 6
2025
Q2 		$12.6M Buy
95,033
+1,194
+1% +$155K 4.73% 6
2025
Q1 		$12.6M Buy
93,839
+924
+1% +$124K 6.19% 5
2024
Q4 		$12.2M Buy
92,915
+363
+0.4% +$49.5K 5.65% 5
2024
Q3 		$12.5M Buy
92,552
+2
+0% +$259 5.84% 5
2024
Q2 		$11.2M Sell
92,550
-731
-0.8% -$88.7K 5.8% 4
2024
Q1 		$11.5M Buy
93,281
+159
+0.2% +$18.6K 6.07% 4
2023
Q4 		$10.9M Buy
93,122
+1,247
+1% +$137K 6.04% 4
2023
Q3 		$10M Buy
91,875
+1,213
+1% +$138K 6.02% 4
2023
Q2 		$10.3M Buy
90,662
+620
+0.7% +$70.6K 6% 5
2023
Q1 		$10.6M Buy
90,042
+1,298
+1% +$157K 5.87% 4
2022
Q4 		$10.7M Buy
88,744
+1,109
+1% +$131K 6.21% 4
2022
Q3 		$9.4M Sell
87,635
-1,682
-2% -$202K 6.16% 5
2022
Q2 		$10.5M Buy
89,317
+2,948
+3% +$369K 6.37% 5
2022
Q1 		$11.1M Buy
86,369
+3,460
+4% +$432K 6.44% 5
2021
Q4 		$10.2M Buy
82,909
+739
+0.9% +$88.1K 5.78% 5
2021
Q3 		$9.43M Buy
82,170
+2,510
+3% +$293K 5.82% 5
2021
Q2 		$9.29M Sell
79,660
-1,221
-2% -$145K 5.71% 5
2021
Q1 		$9.23M Buy
80,881
+7,717
+11% +$815K 6.04% 5
2020
Q4 		$7.04M Sell
73,164
-6,479
-8% -$588K 5.35% 5
2020
Q3 		$6.49M Buy
79,643
+10,824
+16% +$903K 5.57% 5
2020
Q2 		$5.55M Buy
68,819
+12,880
+23% +$1.03M 5.37% 5
2020
Q1 		$4.11M Buy
55,939
+16,093
+40% +$1.54M 4.98% 5
2019
Q4 		$4.21M Buy
+39,846
New +$4.1M 4.39% 8

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Powell Investment Advisors's DVY Position: Q2 2026 in Review

Powell Investment Advisors increased its iShares Select Dividend ETF (DVY) stake by 0.73% in Q2 2026, buying an estimated $110K and bringing the position to 99,237 shares worth $15.5M. The position accounts for 4.9% of the portfolio, ranked #6.

Powell Investment Advisors first reported a position in DVY in Q4 2019 and has held it in 27 quarters since. 1,422 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Powell Investment Advisors held 99,237 shares of iShares Select Dividend ETF worth $15.5M as of Q2 2026.
  • Powell Investment Advisors bought 717 iShares Select Dividend ETF shares in Q2 2026, an estimated $110K.
  • iShares Select Dividend ETF made up 4.9% of Powell Investment Advisors's portfolio in Q2 2026, its #6 holding.
  • Powell Investment Advisors first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,422 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.