Sculati Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Sculati Wealth Management’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	$809K	Hold	4,999	–	–	0.27%	73
2026 Q1	$757K	Hold	4,999	–	–	0.28%	76
2025 Q4	$706K	Sell	4,999 -1,999	-29%	-$282K	0.25%	78
2025 Q3	$994K	Hold	6,998	–	–	0.35%	71
2025 Q2	$929K	Sell	6,998 -1,720	-20%	-$223K	0.35%	73
2025 Q1	$1.17M	Sell	8,718 -175	-2%	-$23.5K	0.47%	54
2024 Q4	$1.17M	Hold	8,893	–	–	0.46%	54
2024 Q3	$1.2M	Hold	8,893	–	–	0.48%	57
2024 Q2	$1.08M	Hold	8,893	–	–	0.46%	58
2024 Q1	$1.1M	Hold	8,893	–	–	0.47%	57
2023 Q4	$1.04M	Hold	8,893	–	–	0.49%	61
2023 Q3	$957K	Hold	8,893	–	–	0.49%	63
2023 Q2	$1.01M	Hold	8,893	–	–	0.51%	61
2023 Q1	$1.04M	Hold	8,893	–	–	0.55%	59
2022 Q4	$1.07M	Hold	8,893	–	–	0.6%	57
2022 Q3	$954K	Hold	8,893	–	–	0.56%	58
2022 Q2	$1.05M	Hold	8,893	–	–	0.6%	57
2022 Q1	$1.14M	Hold	8,893	–	–	0.56%	58
2021 Q4	$1.09M	Hold	8,893	–	–	0.53%	64
2021 Q3	$1.02M	Hold	8,893	–	–	0.54%	61
2021 Q2	$1.04M	Hold	8,893	–	–	0.55%	56
2021 Q1	$1.01M	Hold	8,893	–	–	0.58%	52
2020 Q4	$855K	Hold	8,893	–	–	0.56%	48
2020 Q3	$725K	Hold	8,893	–	–	0.54%	48
2020 Q2	$718K	Hold	8,893	–	–	0.61%	49
2020 Q1	$654K	Sell	8,893 -105	-1%	-$10K	0.72%	44
2019 Q4	$951K	Buy	+8,998	New	+$927K	0.85%	44

Other funds holding DVY

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Sculati Wealth Management's DVY Position: Q2 2026 in Review

Sculati Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 4,999 shares worth $809K. The position accounts for 0.27% of the portfolio, ranked #73.

Sculati Wealth Management first reported a position in DVY in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.2M in Q3 2024. 432 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Sculati Wealth Management held 4,999 shares of iShares Select Dividend ETF worth $809K as of Q2 2026.
Sculati Wealth Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.27% of Sculati Wealth Management's portfolio in Q2 2026, its #73 holding.
Sculati Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 27 quarters since.
Sculati Wealth Management's iShares Select Dividend ETF position peaked at $1.2M in Q3 2024.
432 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.