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Samalin Investment Counsel’s iShares Select Dividend ETF DVY Stock Holding History

Samalin Investment Counsel’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 		$600K Buy
3,840
+24
+0.6% +$3.69K 0.19% 137
2026
Q1 		$578K Buy
3,816
+20
+0.5% +$3.02K 0.2% 142
2025
Q4 		$536K Sell
3,796
-161
-4% -$22.7K 0.19% 161
2025
Q3 		$562K Buy
3,957
+10
+0.3% +$1.39K 0.19% 164
2025
Q2 		$524K Sell
3,947
-6
-0.2% -$777 0.2% 166
2025
Q1 		$531K Buy
3,953
+110
+3% +$14.8K 0.22% 149
2024
Q4 		$505K Buy
3,843
+60
+2% +$8.18K 0.22% 147
2024
Q3 		$511K Sell
3,783
-55
-1% -$7.11K 0.22% 148
2024
Q2 		$464K Buy
3,838
+317
+9% +$38.5K 0.22% 154
2024
Q1 		$434K Sell
3,521
-188
-5% -$22K 0.21% 169
2023
Q4 		$435K Buy
3,709
+190
+5% +$20.9K 0.22% 151
2023
Q3 		$379K Buy
3,519
+150
+4% +$17.1K 0.22% 142
2023
Q2 		$382K Sell
3,369
-5
-0.1% -$570 0.21% 139
2023
Q1 		$395K Buy
3,374
+50
+2% +$6.05K 0.24% 124
2022
Q4 		$401K Sell
3,324
-18
-0.5% -$2.13K 0.25% 124
2022
Q3 		$358K Sell
3,342
-16
-0.5% -$1.92K 0.26% 116
2022
Q2 		$395K Buy
3,358
+7
+0.2% +$876 0.28% 114
2022
Q1 		$429K Sell
3,351
-42
-1% -$5.25K 0.26% 118
2021
Q4 		$416K Sell
3,393
-295
-8% -$35.2K 0.25% 123
2021
Q3 		$423K Buy
3,688
+477
+15% +$55.8K 0.28% 115
2021
Q2 		$375K Buy
3,211
+9
+0.3% +$1.07K 0.24% 144
2021
Q1 		$365K Buy
3,202
+9
+0.3% +$951 0.24% 135
2020
Q4 		$307K Sell
3,193
-135
-4% -$12.3K 0.23% 154
2020
Q3 		$271K Buy
3,328
+361
+12% +$30.1K 0.24% 142
2020
Q2 		$239K Buy
2,967
+136
+5% +$10.9K 0.25% 130
2020
Q1 		$208K Sell
2,831
-25
-0.9% -$2.39K 0.28% 108
2019
Q4 		$301K Buy
+2,856
New +$294K 0.25% 112

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

Samalin Investment Counsel's DVY Position: Q2 2026 in Review

Samalin Investment Counsel increased its iShares Select Dividend ETF (DVY) stake by 0.63% in Q2 2026, buying an estimated $3.69K and bringing the position to 3,840 shares worth $600K. The position accounts for 0.19% of the portfolio, ranked #137.

Samalin Investment Counsel first reported a position in DVY in Q4 2019 and has held it in 27 quarters since. 729 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Samalin Investment Counsel held 3,840 shares of iShares Select Dividend ETF worth $600K as of Q2 2026.
  • Samalin Investment Counsel bought 24 iShares Select Dividend ETF shares in Q2 2026, an estimated $3.69K.
  • iShares Select Dividend ETF made up 0.19% of Samalin Investment Counsel's portfolio in Q2 2026, its #137 holding.
  • Samalin Investment Counsel first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 27 quarters since.
  • 729 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.