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

Richwood 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 		$1.63M Sell
10,427
-140
-1% -$21.6K 1.15% 16
2026
Q1 		$1.6M Sell
10,567
-200
-2% -$30.2K 1.23% 15
2025
Q4 		$1.67M Sell
10,767
-445
-4% -$62.9K 1.2% 14
2025
Q3 		$1.59M Sell
11,212
-291
-3% -$40.3K 1.25% 16
2025
Q2 		$1.53M Sell
11,503
-349
-3% -$45.2K 1.25% 14
2025
Q1 		$1.59M Sell
11,852
-30
-0.3% -$4.02K 1.35% 13
2024
Q4 		$1.56M Sell
11,882
-585
-5% -$79.7K 1.3% 15
2024
Q3 		$1.68M Sell
12,467
-227
-2% -$29.3K 1.39% 15
2024
Q2 		$1.54M Sell
12,694
-547
-4% -$66.4K 1.35% 14
2024
Q1 		$1.63M Sell
13,241
-81
-0.6% -$9.49K 1.45% 13
2023
Q4 		$1.56M Sell
13,322
-195
-1% -$21.5K 1.47% 12
2023
Q3 		$1.45M Buy
13,517
+28
+0.2% +$3.18K 1.48% 12
2023
Q2 		$1.53M Sell
13,489
-100
-0.7% -$11.4K 1.49% 12
2023
Q1 		$1.59M Sell
13,589
-928
-6% -$112K 1.59% 11
2022
Q4 		$1.75M Sell
14,517
-12
-0.1% -$1.42K 1.76% 10
2022
Q3 		$1.56M Sell
14,529
-390
-3% -$46.7K 1.71% 10
2022
Q2 		$1.76M Sell
14,919
-250
-2% -$31.3K 1.77% 10
2022
Q1 		$1.94M Sell
15,169
-320
-2% -$40K 1.74% 10
2021
Q4 		$1.9M Buy
+15,489
New +$1.85M 1.66% 9

Other funds holding DVY

Truist Financial
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MP
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Richwood Investment Advisors reduced its iShares Select Dividend ETF (DVY) stake by 1.3% in Q2 2026, selling an estimated $21.6K and leaving 10,427 shares worth $1.63M. The position accounts for 1.15% of the portfolio, ranked #16.

Richwood Investment Advisors first reported a position in DVY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.94M in Q1 2022. 682 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Richwood Investment Advisors held 10,427 shares of iShares Select Dividend ETF worth $1.63M as of Q2 2026.
  • Richwood Investment Advisors sold 140 iShares Select Dividend ETF shares in Q2 2026, an estimated $21.6K.
  • iShares Select Dividend ETF made up 1.15% of Richwood Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • Richwood Investment Advisors first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 19 quarters since.
  • Richwood Investment Advisors's iShares Select Dividend ETF position peaked at $1.94M in Q1 2022.
  • 682 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.