PPS&V Asset Management Consultants’s iShares Select Dividend ETF DVY Stock Holding History

PPS&V Asset Management Consultants’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	$590K	Hold	3,774	–	–	0.32%	21
2026 Q1	$571K	Sell	3,774 -198	-5%	-$29.9K	0.35%	21
2025 Q4	$561K	Hold	3,972	–	–	0.33%	21
2025 Q3	$564K	Hold	3,972	–	–	0.33%	22
2025 Q2	$527K	Hold	3,972	–	–	0.33%	22
2025 Q1	$533K	Sell	3,972 -261	-6%	-$35K	0.39%	22
2024 Q4	$556K	Hold	4,233	–	–	0.38%	23
2024 Q3	$572K	Sell	4,233 -41	-1%	-$5.3K	0.39%	23
2024 Q2	$517K	Sell	4,274 -1,183	-22%	-$144K	0.37%	23
2024 Q1	$672K	Hold	5,457	–	–	0.5%	19
2023 Q4	$640K	Hold	5,457	–	–	0.49%	20
2023 Q3	$587K	Hold	5,457	–	–	0.51%	21
2023 Q2	$618K	Hold	5,457	–	–	0.5%	21
2023 Q1	$639K	Hold	5,457	–	–	0.55%	19
2022 Q4	$658K	Buy	+5,457	New	+$646K	0.63%	18

Other funds holding DVY

NCM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

PPS&V Asset Management Consultants's DVY Position: Q2 2026 in Review

PPS&V Asset Management Consultants held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 3,774 shares worth $590K. The position accounts for 0.32% of the portfolio, ranked #21.

PPS&V Asset Management Consultants first reported a position in DVY in Q4 2022 and has held it in 15 quarters since. The position peaked at $672K in Q1 2024. 432 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

PPS&V Asset Management Consultants held 3,774 shares of iShares Select Dividend ETF worth $590K as of Q2 2026.
PPS&V Asset Management Consultants left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.32% of PPS&V Asset Management Consultants's portfolio in Q2 2026, its #21 holding.
PPS&V Asset Management Consultants first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 15 quarters since.
PPS&V Asset Management Consultants's iShares Select Dividend ETF position peaked at $672K in Q1 2024.
432 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on PPS&V Asset Management Consultants's 13F filing for Q2 2026, filed 6 Jul 2026.