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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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. 1,428 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.
1,428 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.