Scarborough Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Scarborough 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	$4.87M	Buy	30,679 +72	+0.2%	+$11.1K	0.56%	37
2026 Q1	$4.63M	Buy	+30,607	New	+$4.62M	0.51%	47
2025 Q2	–	Sell	-35,514	Closed	-$4.77M	–	467
2025 Q1	$4.77M	Sell	35,514 -542	-2%	-$72.7K	0.68%	36
2024 Q4	$4.73M	Buy	36,056 +2,788	+8%	+$380K	0.67%	36
2024 Q3	$4.49M	Buy	+33,268	New	+$4.3M	0.73%	29
2024 Q1	–	Sell	-36,001	Closed	-$4.22M	–	464
2023 Q4	$4.22M	Sell	36,001 -4,017	-10%	-$442K	0.87%	29
2023 Q3	$4.31M	Sell	40,018 -383	-0.9%	-$43.6K	1.05%	26
2023 Q2	$4.58M	Buy	40,401 +112	+0.3%	+$12.8K	1.1%	25
2023 Q1	$4.72M	Sell	40,289 -217	-0.5%	-$26.2K	1.19%	25
2022 Q4	$4.89M	Sell	40,506 -689	-2%	-$81.5K	1.31%	24
2022 Q3	$4.42M	Buy	41,195 +1,619	+4%	+$194K	1.38%	22
2022 Q2	$4.66M	Buy	39,576 +800	+2%	+$100K	1.59%	20
2022 Q1	$4.97M	Buy	38,776 +10,900	+39%	+$1.36M	1.59%	19
2021 Q4	$3.42M	Buy	+27,876	New	+$3.32M	1.17%	25

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 22.96% 1-Year Est. Return

Scarborough Advisors's DVY Position: Q2 2026 in Review

Scarborough Advisors increased its iShares Select Dividend ETF (DVY) stake by 0.24% in Q2 2026, buying an estimated $11.1K and bringing the position to 30,679 shares worth $4.87M. The position accounts for 0.56% of the portfolio, ranked #37.

Scarborough Advisors first reported a position in DVY in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.97M in Q1 2022. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Scarborough Advisors held 30,679 shares of iShares Select Dividend ETF worth $4.87M as of Q2 2026.
Scarborough Advisors bought 72 iShares Select Dividend ETF shares in Q2 2026, an estimated $11.1K.
iShares Select Dividend ETF made up 0.56% of Scarborough Advisors's portfolio in Q2 2026, its #37 holding.
Scarborough Advisors first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 14 quarters since.
Scarborough Advisors's iShares Select Dividend ETF position peaked at $4.97M in Q1 2022.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.