SeaCrest Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $727K | Buy |
4,651
+374
| +9% | +$57.6K | 0.08% | 210 |
|
|
2026
Q1 | $648K | Buy |
4,277
+453
| +12% | +$68.4K | 0.07% | 266 |
|
|
2025
Q4 | $546K | Buy |
3,824
+1
| +0% | +$141 | 0.06% | 300 |
|
|
2025
Q3 | $543K | Sell |
3,823
-270
| -7% | -$37.4K | 0.06% | 287 |
|
|
2025
Q2 | $544K | Buy |
4,093
+401
| +11% | +$51.9K | 0.06% | 294 |
|
|
2025
Q1 | $496K | Sell |
3,692
-53
| -1% | -$7.11K | 0.06% | 337 |
|
|
2024
Q4 | $492K | Buy |
3,745
+31
| +0.8% | +$4.22K | 0.05% | 341 |
|
|
2024
Q3 | $502K | Buy |
3,714
+1
| +0% | +$129 | 0.05% | 339 |
|
|
2024
Q2 | $449K | Hold |
3,713
| – | – | 0.05% | 343 |
|
|
2024
Q1 | $457K | Sell |
3,713
-484
| -12% | -$56.7K | 0.06% | 339 |
|
|
2023
Q4 | $495K | Sell |
4,197
-662
| -14% | -$72.8K | 0.06% | 313 |
|
|
2023
Q3 | $523K | Sell |
4,859
-156
| -3% | -$17.7K | 0.07% | 290 |
|
|
2023
Q2 | $568K | Buy |
5,015
+1
| +0% | +$114 | 0.07% | 281 |
|
|
2023
Q1 | $588K | Sell |
5,014
-1,667
| -25% | -$202K | 0.08% | 283 |
|
|
2022
Q4 | $806K | Sell |
6,681
-148
| -2% | -$17.5K | 0.12% | 208 |
|
|
2022
Q3 | $732K | Sell |
6,829
-111
| -2% | -$13.3K | 0.11% | 197 |
|
|
2022
Q2 | $817K | Sell |
6,940
-906
| -12% | -$113K | 0.1% | 202 |
|
|
2022
Q1 | $1M | Buy |
7,846
+432
| +6% | +$54K | 0.12% | 193 |
|
|
2021
Q4 | $909K | Buy |
7,414
+523
| +8% | +$62.3K | 0.1% | 208 |
|
|
2021
Q3 | $791K | Buy |
6,891
+186
| +3% | +$21.7K | 0.1% | 224 |
|
|
2021
Q2 | $782K | Buy |
6,705
+164
| +3% | +$19.5K | 0.09% | 231 |
|
|
2021
Q1 | $746K | Sell |
6,541
-491
| -7% | -$51.9K | 0.1% | 220 |
|
|
2020
Q4 | $676K | Sell |
7,032
-752
| -10% | -$68.3K | 0.1% | 232 |
|
|
2020
Q3 | $635K | Sell |
7,784
-902
| -10% | -$75.2K | 0.1% | 217 |
|
|
2020
Q2 | $701K | Buy |
8,686
+1,577
| +22% | +$126K | 0.12% | 194 |
|
|
2020
Q1 | $523K | Sell |
7,109
-303
| -4% | -$29K | 0.11% | 197 |
|
|
2019
Q4 | $783K | Buy |
7,412
+43
| +0.6% | +$4.43K | 0.13% | 177 |
|
|
2019
Q3 | $751K | Buy |
7,369
+1,006
| +16% | +$100K | 0.14% | 187 |
|
|
2019
Q2 | $634K | Sell |
6,363
-6,950
| -52% | -$686K | 0.13% | 191 |
|
|
2019
Q1 | $1.31M | Sell |
13,313
-850
| -6% | -$81.4K | 0.22% | 95 |
|
|
2018
Q4 | $1.26M | Buy |
14,163
+350
| +3% | +$33.5K | 0.26% | 80 |
|
|
2018
Q3 | $1.38M | Sell |
13,813
-252
| -2% | -$25.3K | 0.23% | 82 |
|
|
2018
Q2 | $1.38M | Sell |
14,065
-147
| -1% | -$14.3K | 0.25% | 82 |
|
|
2018
Q1 | $1.35M | Buy |
14,212
+7,158
| +101% | +$699K | 0.25% | 84 |
|
|
2017
Q4 | $695K | Buy |
+7,054
| New | +$679K | 0.13% | 162 |
|
Other funds holding DVY
SeaCrest Wealth Management's DVY Position: Q2 2026 in Review
SeaCrest Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 8.7% in Q2 2026, buying an estimated $57.6K and bringing the position to 4,651 shares worth $727K. The position accounts for 0.08% of the portfolio, ranked #210.
SeaCrest Wealth Management first reported a position in DVY in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.38M in Q3 2018. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- SeaCrest Wealth Management held 4,651 shares of iShares Select Dividend ETF worth $727K as of Q2 2026.
- SeaCrest Wealth Management bought 374 iShares Select Dividend ETF shares in Q2 2026, an estimated $57.6K.
- iShares Select Dividend ETF made up 0.08% of SeaCrest Wealth Management's portfolio in Q2 2026, its #210 holding.
- SeaCrest Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 35 quarters since.
- SeaCrest Wealth Management's iShares Select Dividend ETF position peaked at $1.38M in Q3 2018.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.