Realta Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Realta Investment 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	$828K	Buy	5,297 +989	+23%	+$152K	0.26%	95
2026 Q1	$652K	Buy	4,308 +90	+2%	+$13.6K	0.23%	103
2025 Q4	$595K	Buy	4,218 +176	+4%	+$24.9K	0.19%	109
2025 Q3	$574K	Sell	4,042 -12	-0.3%	-$1.66K	0.19%	104
2025 Q2	$538K	Buy	4,054 +31	+0.8%	+$4.01K	0.21%	100
2025 Q1	$540K	Sell	4,023 -72	-2%	-$9.65K	0.25%	99
2024 Q4	$540K	Buy	4,095 +284	+7%	+$38.7K	0.22%	99
2024 Q3	$515K	Sell	3,811 -1,122	-23%	-$145K	0.24%	105
2024 Q2	$597K	Sell	4,933 -517	-9%	-$62.8K	0.12%	196
2024 Q1	$671K	Sell	5,450 -854	-14%	-$100K	0.14%	173
2023 Q4	$739K	Sell	6,304 -323	-5%	-$35.5K	0.17%	149
2023 Q3	$751K	Hold	6,627	–	–	0.17%	136
2023 Q2	$751K	Buy	6,627 +1,606	+32%	+$183K	0.16%	145
2023 Q1	$588K	Buy	5,021 +448	+10%	+$54.2K	0.14%	183
2022 Q4	$552K	Buy	4,573 +616	+16%	+$72.9K	0.13%	187
2022 Q3	$424K	Buy	3,957 +37	+0.9%	+$4.43K	0.11%	215
2022 Q2	$467K	Sell	3,920 -42	-1%	-$5.26K	0.11%	197
2022 Q1	$508K	Sell	3,962 -109	-3%	-$13.6K	0.1%	213
2021 Q4	$499K	Buy	4,071 +421	+12%	+$50.2K	0.11%	212
2021 Q3	$419K	Buy	3,650 +33	+0.9%	+$3.86K	0.1%	231
2021 Q2	$422K	Sell	3,617 -57	-2%	-$6.78K	0.1%	234
2021 Q1	$419K	Buy	3,674 +173	+5%	+$18.3K	0.11%	225
2020 Q4	$337K	Buy	3,501 +256	+8%	+$23.2K	0.1%	232
2020 Q3	$265K	Buy	3,245 +450	+16%	+$37.5K	0.09%	243
2020 Q2	$226K	Buy	+2,795	New	+$223K	0.07%	291
2020 Q1	–	Sell	-2,221	Closed	-$229K	–	571
2019 Q4	$229K	Buy	2,221 +280	+14%	+$28.8K	0.06%	308
2019 Q3	$198K	Buy	1,941 +830	+75%	+$82.8K	0.05%	326
2019 Q2	$110K	Sell	1,111 -102	-8%	-$10.1K	0.03%	476
2019 Q1	$118K	Buy	+1,213	New	+$116K	0.05%	360

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Realta Investment Advisors's DVY Position: Q2 2026 in Review

Realta Investment Advisors increased its iShares Select Dividend ETF (DVY) stake by 23% in Q2 2026, buying an estimated $152K and bringing the position to 5,297 shares worth $828K. The position accounts for 0.26% of the portfolio, ranked #95.

Realta Investment Advisors first reported a position in DVY in Q1 2019 and has held it in 29 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Realta Investment Advisors held 5,297 shares of iShares Select Dividend ETF worth $828K as of Q2 2026.
Realta Investment Advisors bought 989 iShares Select Dividend ETF shares in Q2 2026, an estimated $152K.
iShares Select Dividend ETF made up 0.26% of Realta Investment Advisors's portfolio in Q2 2026, its #95 holding.
Realta Investment Advisors first reported a position in iShares Select Dividend ETF in Q1 2019 and has held it in 29 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.