Roundview Capital’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$201K Sell
1,286
-60
-4% -$9.24K 0.01% 347
2026
Q1
$204K Buy
+1,346
New +$203K 0.01% 335

Other funds holding DVY

Roundview Capital's DVY Position: Q2 2026 in Review

Roundview Capital reduced its iShares Select Dividend ETF (DVY) stake by 4.5% in Q2 2026, selling an estimated $9.24K and leaving 1,286 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #347.

Roundview Capital first reported a position in DVY in Q1 2026 and has held it in 2 quarters since. The position peaked at $204K in Q1 2026. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Roundview Capital held 1,286 shares of iShares Select Dividend ETF worth $201K as of Q2 2026.
  • Roundview Capital sold 60 iShares Select Dividend ETF shares in Q2 2026, an estimated $9.24K.
  • iShares Select Dividend ETF made up 0.01% of Roundview Capital's portfolio in Q2 2026, its #347 holding.
  • Roundview Capital first reported a position in iShares Select Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • Roundview Capital's iShares Select Dividend ETF position peaked at $204K in Q1 2026.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

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