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

Purkiss 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	$576K	Buy	3,683 +136	+4%	+$20.9K	0.22%	89
2026 Q1	$537K	Sell	3,547 -324	-8%	-$48.9K	0.24%	84
2025 Q4	$546K	Sell	3,871 -468	-11%	-$66.1K	0.26%	82
2025 Q3	$617K	Buy	4,339 +1,061	+32%	+$147K	0.3%	76
2025 Q2	$435K	Buy	3,278 +1,660	+103%	+$215K	0.24%	77
2025 Q1	$217K	Buy	+1,618	New	+$217K	0.16%	100

Other funds holding DVY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

NCM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

Purkiss Capital Advisors increased its iShares Select Dividend ETF (DVY) stake by 3.8% in Q2 2026, buying an estimated $20.9K and bringing the position to 3,683 shares worth $576K. The position accounts for 0.22% of the portfolio, ranked #89.

Purkiss Capital Advisors first reported a position in DVY in Q1 2025 and has held it in 6 quarters since. The position peaked at $617K in Q3 2025. 682 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Purkiss Capital Advisors held 3,683 shares of iShares Select Dividend ETF worth $576K as of Q2 2026.
Purkiss Capital Advisors bought 136 iShares Select Dividend ETF shares in Q2 2026, an estimated $20.9K.
iShares Select Dividend ETF made up 0.22% of Purkiss Capital Advisors's portfolio in Q2 2026, its #89 holding.
Purkiss Capital Advisors first reported a position in iShares Select Dividend ETF in Q1 2025 and has held it in 6 quarters since.
Purkiss Capital Advisors's iShares Select Dividend ETF position peaked at $617K in Q3 2025.
682 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.