Private Capital Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Private Capital 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	$2.18M	Hold	13,975	–	–	0.19%	34
2026 Q1	$2.12M	Hold	13,975	–	–	0.24%	32
2025 Q4	$1.97M	Hold	13,975	–	–	0.2%	37
2025 Q3	$1.99M	Hold	13,975	–	–	0.22%	37
2025 Q2	$1.86M	Hold	13,975	–	–	0.23%	35
2025 Q1	$1.88M	Hold	13,975	–	–	0.22%	35
2024 Q4	$1.83M	Hold	13,975	–	–	0.22%	34
2024 Q3	$1.89M	Hold	13,975	–	–	0.21%	37
2024 Q2	$1.69M	Hold	13,975	–	–	0.19%	39
2024 Q1	$1.72M	Hold	13,975	–	–	0.21%	39
2023 Q4	$1.64M	Sell	13,975 -9,200	-40%	-$1.01M	0.25%	37
2023 Q3	$2.42M	Hold	23,175	–	–	0.37%	34
2023 Q2	$2.63M	Hold	23,175	–	–	0.43%	32
2023 Q1	$2.72M	Hold	23,175	–	–	0.51%	31
2022 Q4	$2.79M	Hold	23,175	–	–	0.48%	31
2022 Q3	$2.48M	Hold	23,175	–	–	0.43%	34
2022 Q2	$2.73M	Hold	23,175	–	–	0.46%	35
2022 Q1	$2.97M	Hold	23,175	–	–	0.43%	41
2021 Q4	$2.84M	Hold	23,175	–	–	0.45%	35
2021 Q3	$2.66M	Hold	23,175	–	–	0.44%	40
2021 Q2	$2.7M	Hold	23,175	–	–	0.46%	40
2021 Q1	$2.64M	Hold	23,175	–	–	0.49%	40
2020 Q4	$2.23M	Hold	23,175	–	–	0.45%	38
2020 Q3	$1.89M	Hold	23,175	–	–	0.44%	41
2020 Q2	$1.87M	Hold	23,175	–	–	0.49%	33
2020 Q1	$1.7M	Hold	23,175	–	–	0.54%	33
2019 Q4	$2.45M	Hold	23,175	–	–	0.6%	35
2019 Q3	$2.36M	Hold	23,175	–	–	0.66%	36
2019 Q2	$2.31M	Hold	23,175	–	–	0.65%	39
2019 Q1	$2.27M	Hold	23,175	–	–	0.69%	38
2018 Q4	$2.07M	Hold	23,175	–	–	0.74%	35
2018 Q3	$2.31M	Hold	23,175	–	–	0.64%	43
2018 Q2	$2.27M	Hold	23,175	–	–	0.71%	42
2018 Q1	$2.2M	Hold	23,175	–	–	0.73%	38
2017 Q4	$2.28M	Sell	23,175 -775	-3%	-$74.6K	0.79%	36
2017 Q3	$2.24M	Hold	23,950	–	–	0.77%	39
2017 Q2	$2.21M	Buy	23,950 +775	+3%	+$71.3K	0.71%	39
2017 Q1	$2.11M	Hold	23,175	–	–	0.69%	43
2016 Q4	$2.05M	Hold	23,175	–	–	0.7%	44
2016 Q3	$1.99M	Hold	23,175	–	–	0.71%	43
2016 Q2	$1.98M	Hold	23,175	–	–	0.75%	40
2016 Q1	$1.89M	Hold	23,175	–	–	0.84%	40
2015 Q4	$1.74M	Hold	23,175	–	–	0.75%	47
2015 Q3	$1.69M	Hold	23,175	–	–	0.71%	48
2015 Q2	$1.74M	Hold	23,175	–	–	0.57%	57
2015 Q1	$1.81M	Hold	23,175	–	–	0.66%	50
2014 Q4	$1.84M	Hold	23,175	–	–	0.69%	55
2014 Q3	$1.71M	Sell	23,175 -3,000	-11%	-$226K	0.55%	62
2014 Q2	$2.02M	Hold	26,175	–	–	0.65%	60
2014 Q1	$1.92M	Hold	26,175	–	–	0.73%	53
2013 Q4	$1.87M	Hold	26,175	–	–	0.64%	55
2013 Q3	$1.74M	Hold	26,175	–	–	0.63%	56
2013 Q2	$1.68M	Buy	+26,175	New	+$1.69M	0.62%	61

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

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

SWA

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

Private Capital Advisors's DVY Position: Q2 2026 in Review

Private Capital Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 13,975 shares worth $2.18M. The position accounts for 0.19% of the portfolio, ranked #34.

Private Capital Advisors first reported a position in DVY in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.97M in Q1 2022. 501 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Private Capital Advisors held 13,975 shares of iShares Select Dividend ETF worth $2.18M as of Q2 2026.
Private Capital Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.19% of Private Capital Advisors's portfolio in Q2 2026, its #34 holding.
Private Capital Advisors first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 53 quarters since.
Private Capital Advisors's iShares Select Dividend ETF position peaked at $2.97M in Q1 2022.
501 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Private Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.