RWA Wealth Partners’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 | $1.64M | Hold |
10,517
| – | – | 0.02% | 292 |
|
|
2026
Q1 | $1.59M | Hold |
10,517
| – | – | 0.02% | 283 |
|
|
2025
Q4 | $1.48M | Sell |
10,517
-539
| -5% | -$76.1K | 0.02% | 300 |
|
|
2025
Q3 | $1.57M | Buy |
11,056
+100
| +0.9% | +$13.8K | 0.02% | 295 |
|
|
2025
Q2 | $1.46M | Sell |
10,956
-18
| -0.2% | -$2.33K | 0.02% | 282 |
|
|
2025
Q1 | $1.47M | Sell |
10,974
-2,792
| -20% | -$374K | 0.02% | 271 |
|
|
2024
Q4 | $1.81M | Buy |
13,766
+4,712
| +52% | +$642K | 0.02% | 262 |
|
|
2024
Q3 | $1.22M | Buy |
9,054
+6
| +0.1% | +$776 | 0.02% | 295 |
|
|
2024
Q2 | $1.09M | Sell |
9,048
-697
| -7% | -$84.6K | 0.01% | 290 |
|
|
2024
Q1 | $1.2M | Sell |
9,745
-170
| -2% | -$19.9K | 0.02% | 279 |
|
|
2023
Q4 | $1.16M | Sell |
9,915
-98
| -1% | -$10.8K | 0.02% | 273 |
|
|
2023
Q3 | $1.08M | Buy |
10,013
+2,913
| +41% | +$331K | 0.02% | 188 |
|
|
2023
Q2 | $804K | Buy |
7,100
+3,985
| +128% | +$454K | 0.02% | 184 |
|
|
2023
Q1 | $365K | Hold |
3,115
| – | – | 0.01% | 197 |
|
|
2022
Q4 | $390K | Sell |
3,115
-113
| -4% | -$13.4K | 0.01% | 196 |
|
|
2022
Q3 | $346K | Hold |
3,228
| – | – | 0.02% | 186 |
|
|
2022
Q2 | $380K | Sell |
3,228
-130
| -4% | -$16.3K | 0.03% | 178 |
|
|
2022
Q1 | $430K | Hold |
3,358
| – | – | 0.03% | 174 |
|
|
2021
Q4 | $412K | Hold |
3,358
| – | – | 0.03% | 185 |
|
|
2021
Q3 | $385K | Sell |
3,358
-319
| -9% | -$37.3K | 0.03% | 182 |
|
|
2021
Q2 | $429K | Hold |
3,677
| – | – | 0.03% | 175 |
|
|
2021
Q1 | $420K | Hold |
3,677
| – | – | 0.03% | 173 |
|
|
2020
Q4 | $354K | Sell |
3,677
-92
| -2% | -$8.35K | 0.03% | 181 |
|
|
2020
Q3 | $307K | Buy |
3,769
+92
| +3% | +$7.67K | 0.03% | 173 |
|
|
2020
Q2 | $297K | Hold |
3,677
| – | – | 0.04% | 172 |
|
|
2020
Q1 | $270K | Sell |
3,677
-2,160
| -37% | -$206K | 0.04% | 173 |
|
|
2019
Q4 | $617K | Sell |
5,837
-135
| -2% | -$13.9K | 0.06% | 152 |
|
|
2019
Q3 | $609K | Buy |
5,972
+2,626
| +78% | +$262K | 0.06% | 153 |
|
|
2019
Q2 | $333K | Hold |
3,346
| – | – | 0.04% | 180 |
|
|
2019
Q1 | $329K | Sell |
3,346
-112
| -3% | -$10.7K | 0.04% | 179 |
|
|
2018
Q4 | $309K | Buy |
3,458
+1,095
| +46% | +$105K | 0.04% | 174 |
|
|
2018
Q3 | $236K | Buy |
2,363
+312
| +15% | +$31.3K | 0.03% | 208 |
|
|
2018
Q2 | $200K | Buy |
2,051
+1,696
| +478% | +$165K | 0.02% | 228 |
|
|
2018
Q1 | $34K | Buy |
+355
| New | +$34.7K | ﹤0.01% | 375 |
|
Other funds holding DVY
RWA Wealth Partners's DVY Position: Q2 2026 in Review
RWA Wealth Partners held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 10,517 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #292.
RWA Wealth Partners first reported a position in DVY in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.81M in Q4 2024. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- RWA Wealth Partners held 10,517 shares of iShares Select Dividend ETF worth $1.64M as of Q2 2026.
- RWA Wealth Partners left its iShares Select Dividend ETF share count unchanged in Q2 2026.
- iShares Select Dividend ETF made up 0.02% of RWA Wealth Partners's portfolio in Q2 2026, its #292 holding.
- RWA Wealth Partners first reported a position in iShares Select Dividend ETF in Q1 2018 and has held it in 34 quarters since.
- RWA Wealth Partners's iShares Select Dividend ETF position peaked at $1.81M in Q4 2024.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.