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

Sapient Capital’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	$2.57M	Sell	16,474 -63	-0.4%	-$9.7K	0.03%	139
2026 Q1	$2.5M	Sell	16,537 -11,579	-41%	-$1.75M	0.04%	141
2025 Q4	$4M	Buy	+28,116	New	+$3.97M	0.06%	117

Other funds holding DVY

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Sapient Capital's DVY Position: Q2 2026 in Review

Sapient Capital reduced its iShares Select Dividend ETF (DVY) stake by 0.38% in Q2 2026, selling an estimated $9.7K and leaving 16,474 shares worth $2.57M. The position accounts for 0.03% of the portfolio, ranked #139.

Sapient Capital first reported a position in DVY in Q4 2025 and has held it in 3 quarters since. The position peaked at $4M in Q4 2025. 605 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Sapient Capital held 16,474 shares of iShares Select Dividend ETF worth $2.57M as of Q2 2026.
Sapient Capital sold 63 iShares Select Dividend ETF shares in Q2 2026, an estimated $9.7K.
iShares Select Dividend ETF made up 0.03% of Sapient Capital's portfolio in Q2 2026, its #139 holding.
Sapient Capital first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
Sapient Capital's iShares Select Dividend ETF position peaked at $4M in Q4 2025.
605 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.