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Prospera Financial Services’s iShares Select Dividend ETF DVY Stock Holding History

Prospera Financial Services’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 		$8.35M Buy
53,416
+329
+0.6% +$50.6K 0.12% 181
2026
Q1 		$8.04M Buy
53,087
+8,756
+20% +$1.32M 0.13% 172
2025
Q4 		$6.26M Buy
44,331
+2,315
+6% +$327K 0.1% 204
2025
Q3 		$5.97M Buy
42,016
+10,539
+33% +$1.46M 0.1% 219
2025
Q2 		$4.18M Buy
31,477
+1,523
+5% +$197K 0.08% 265
2025
Q1 		$4.02M Buy
29,954
+375
+1% +$50.3K 0.09% 234
2024
Q4 		$3.88M Sell
29,579
-735
-2% -$100K 0.09% 236
2024
Q3 		$4.09M Buy
30,314
+1,354
+5% +$175K 0.1% 215
2024
Q2 		$3.5M Sell
28,960
-742
-2% -$90.1K 0.1% 224
2024
Q1 		$3.66M Sell
29,702
-3,167
-10% -$371K 0.11% 208
2023
Q4 		$3.85M Buy
32,869
+4,158
+14% +$457K 0.13% 186
2023
Q3 		$3.09M Sell
28,711
-212
-0.7% -$24.1K 0.12% 190
2023
Q2 		$3.28M Sell
28,923
-7,734
-21% -$881K 0.13% 189
2023
Q1 		$4.3M Buy
36,657
+7,932
+28% +$959K 0.18% 138
2022
Q4 		$3.46M Sell
28,725
-53,968
-65% -$6.38M 0.17% 132
2022
Q3 		$8.87M Buy
82,693
+32,026
+63% +$3.84M 0.46% 35
2022
Q2 		$5.96M Sell
50,667
-4,892
-9% -$612K 0.3% 70
2022
Q1 		$7.12M Buy
55,559
+25,799
+87% +$3.22M 0.3% 61
2021
Q4 		$3.65M Buy
29,760
+1,936
+7% +$231K 0.16% 153
2021
Q3 		$3.19M Sell
27,824
-1,286
-4% -$150K 0.16% 169
2021
Q2 		$3.4M Buy
29,110
+683
+2% +$81.2K 0.17% 153
2021
Q1 		$3.24M Buy
28,427
+3,680
+15% +$389K 0.19% 128
2020
Q4 		$2.38M Buy
24,747
+21,361
+631% +$1.94M 0.16% 152
2020
Q3 		$276K Sell
3,386
-11,044
-77% -$921K 0.11% 172
2020
Q2 		$1.17M Sell
14,430
-134
-0.9% -$10.7K 0.1% 215
2020
Q1 		$1.07M Sell
14,564
-12,064
-45% -$1.15M 0.11% 196
2019
Q4 		$2.81M Buy
26,628
+12,553
+89% +$1.29M 0.22% 111
2019
Q3 		$1.44M Sell
14,075
-23,493
-63% -$2.34M 0.15% 144
2019
Q2 		$3.75M Buy
+37,568
New +$3.71M 0.42% 39
2019
Q1 		– Sell
-38,236
Closed -$3.42M – 346
2018
Q4 		$3.42M Buy
38,236
+23,639
+162% +$2.26M 0.69% 16
2018
Q3 		$1.44M Sell
14,597
-505
-3% -$50.6K 0.27% 88
2018
Q2 		$1.48M Sell
15,102
-236
-2% -$22.9K 0.2% 108
2018
Q1 		$1.46M Buy
15,338
+8,325
+119% +$813K 0.2% 106
2017
Q4 		$692K Sell
7,013
-7,946
-53% -$765K 0.11% 164
2017
Q3 		$1.4M Buy
14,959
+1,314
+10% +$122K 0.21% 102
2017
Q2 		$1.25M Sell
13,645
-26,974
-66% -$2.48M 0.2% 104
2017
Q1 		$3.7M Buy
40,619
+9,406
+30% +$852K 0.67% 18
2016
Q4 		$2.77M Buy
31,213
+14,493
+87% +$1.25M 0.54% 32
2016
Q3 		$1.43M Buy
16,720
+5,229
+46% +$451K 0.29% 62
2016
Q2 		$980K Buy
11,491
+4,593
+67% +$378K 0.2% 95
2016
Q1 		$563K Buy
6,898
+3,198
+86% +$244K 0.13% 130
2015
Q4 		$278K Buy
3,700
+200
+6% +$15.2K 0.06% 208
2015
Q3 		$255K Sell
3,500
-1,092
-24% -$81.6K 0.06% 207
2015
Q2 		$345K Sell
4,592
-13,978
-75% -$1.09M 0.08% 182
2015
Q1 		$1.45M Buy
18,570
+2,858
+18% +$226K 0.32% 49
2014
Q4 		$1.25M Buy
15,712
+11,188
+247% +$864K 0.31% 53
2014
Q3 		$334K Buy
4,524
+275
+6% +$20.7K 0.09% 181
2014
Q2 		$327K Buy
+4,249
New +$318K 0.09% 186
2014
Q1 		– Sell
-3,879
Closed -$277K – 262
2013
Q4 		$277K Sell
3,879
-2,295
-37% -$160K 0.09% 176
2013
Q3 		$412K Buy
6,174
+1,100
+22% +$73.1K 0.16% 122
2013
Q2 		$326K Buy
+5,074
New +$328K 0.15% 146

Other funds holding DVY

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
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
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Prospera Financial Services's DVY Position: Q2 2026 in Review

Prospera Financial Services increased its iShares Select Dividend ETF (DVY) stake by 0.62% in Q2 2026, buying an estimated $50.6K and bringing the position to 53,416 shares worth $8.35M. The position accounts for 0.12% of the portfolio, ranked #181.

Prospera Financial Services first reported a position in DVY in Q2 2013 and has held it in 51 quarters since. The position peaked at $8.87M in Q3 2022. 254 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Prospera Financial Services held 53,416 shares of iShares Select Dividend ETF worth $8.35M as of Q2 2026.
  • Prospera Financial Services bought 329 iShares Select Dividend ETF shares in Q2 2026, an estimated $50.6K.
  • iShares Select Dividend ETF made up 0.12% of Prospera Financial Services's portfolio in Q2 2026, its #181 holding.
  • Prospera Financial Services first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 51 quarters since.
  • Prospera Financial Services's iShares Select Dividend ETF position peaked at $8.87M in Q3 2022.
  • 254 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.