Precedent Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

Precedent Wealth Partners’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	$1.61M	Hold	10,321	–	–	0.27%	103
2026 Q1	$1.56M	Sell	10,321 -1,003	-9%	-$151K	0.31%	93
2025 Q4	$1.6M	Buy	11,324 +140	+1%	+$19.8K	0.34%	89
2025 Q3	$1.59M	Sell	11,184 -1	-0%	-$138	0.35%	82
2025 Q2	$1.49M	Buy	11,185 +77	+0.7%	+$9.97K	0.36%	79
2025 Q1	$1.49M	Hold	11,108	–	–	0.41%	74
2024 Q4	$1.46M	Sell	11,108 -1,198	-10%	-$163K	0.48%	60
2024 Q3	$1.66M	Hold	12,306	–	–	0.55%	41
2024 Q2	$1.49M	Sell	12,306 -32	-0.3%	-$3.88K	0.6%	38
2024 Q1	$1.52M	Sell	12,338 -1,780	-13%	-$208K	0.65%	35
2023 Q4	$1.65M	Buy	+14,118	New	+$1.55M	0.84%	26

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

Precedent Wealth Partners's DVY Position: Q2 2026 in Review

Precedent Wealth Partners held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 10,321 shares worth $1.61M. The position accounts for 0.27% of the portfolio, ranked #103.

Precedent Wealth Partners first reported a position in DVY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.66M in Q3 2024. 484 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Precedent Wealth Partners held 10,321 shares of iShares Select Dividend ETF worth $1.61M as of Q2 2026.
Precedent Wealth Partners left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.27% of Precedent Wealth Partners's portfolio in Q2 2026, its #103 holding.
Precedent Wealth Partners first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Precedent Wealth Partners's iShares Select Dividend ETF position peaked at $1.66M in Q3 2024.
484 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.