SWA
DVY icon

Sax Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Sax Wealth 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 		$2.63M Sell
17,381
-157
-0.9% -$24.2K 0.11% 129
2026
Q1 		$2.48M Hold
17,538
– – 0.12% 107
2025
Q4 		$2.48M Sell
17,538
-200
-1% -$28.3K 0.12% 109
2025
Q3 		$2.52M Sell
17,738
-544
-3% -$75.3K 0.14% 97
2025
Q2 		$2.43M Sell
18,282
-419
-2% -$54.3K 0.15% 86
2025
Q1 		$2.51M Buy
18,701
+2,904
+18% +$389K 0.18% 76
2024
Q4 		$2.07M Buy
15,797
+23
+0.1% +$3.13K 0.16% 73
2024
Q3 		$2.13M Buy
15,774
+146
+0.9% +$18.9K 0.19% 58
2024
Q2 		$1.89M Buy
15,628
+6,287
+67% +$763K 0.18% 61
2024
Q1 		$1.15M Sell
9,341
-344
-4% -$40.3K 0.13% 68
2023
Q4 		$1.14M Buy
9,685
+36
+0.4% +$3.96K 0.19% 66
2023
Q3 		$1.04M Sell
9,649
-715
-7% -$81.3K 0.2% 66
2023
Q2 		$1.17M Sell
10,364
-84
-0.8% -$9.57K 0.23% 61
2023
Q1 		$1.22M Buy
10,448
+508
+5% +$61.4K 0.27% 58
2022
Q4 		$1.2M Buy
9,940
+579
+6% +$68.5K 0.28% 56
2022
Q3 		$1M Sell
9,361
-229
-2% -$27.4K 0.26% 59
2022
Q2 		$1.13M Buy
9,590
+351
+4% +$43.9K 0.29% 57
2022
Q1 		$1.18M Sell
9,239
-6,294
-41% -$786K 0.29% 53
2021
Q4 		$1.9M Sell
15,533
-424
-3% -$50.5K 0.4% 47
2021
Q3 		$1.83M Sell
15,957
-400
-2% -$46.8K 0.43% 45
2021
Q2 		$1.91M Hold
16,357
– – 0.65% 38
2021
Q1 		$1.87M Buy
16,357
+829
+5% +$87.6K 0.68% 40
2020
Q4 		$1.49M Buy
+15,528
New +$1.41M 0.69% 41

Other funds holding DVY

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
WMA
Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return

Sax Wealth Advisors's DVY Position: Q2 2026 in Review

Sax Wealth Advisors reduced its iShares Select Dividend ETF (DVY) stake by 0.9% in Q2 2026, selling an estimated $24.2K and leaving 17,381 shares worth $2.63M. The position accounts for 0.11% of the portfolio, ranked #129.

Sax Wealth Advisors first reported a position in DVY in Q4 2020 and has held it in 23 quarters since. 340 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Sax Wealth Advisors held 17,381 shares of iShares Select Dividend ETF worth $2.63M as of Q2 2026.
  • Sax Wealth Advisors sold 157 iShares Select Dividend ETF shares in Q2 2026, an estimated $24.2K.
  • iShares Select Dividend ETF made up 0.11% of Sax Wealth Advisors's portfolio in Q2 2026, its #129 holding.
  • Sax Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 23 quarters since.
  • 340 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.