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

Selective 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	$615K	Sell	3,803 -520	-12%	-$80.1K	0.16%	67
2026 Q1	$661K	Sell	4,323 -150	-3%	-$22.7K	0.2%	59
2025 Q4	$661K	Buy	4,473 +30	+0.7%	+$4.24K	0.21%	52
2025 Q3	$633K	Buy	4,443 +23	+0.5%	+$3.19K	0.2%	51
2025 Q2	$601K	Buy	4,420 +24	+0.5%	+$3.11K	0.22%	50
2025 Q1	$545K	Buy	4,396 +20	+0.5%	+$2.68K	0.24%	53
2024 Q4	$574K	Buy	4,376 +25	+0.6%	+$3.41K	0.23%	54
2024 Q3	$578K	Buy	4,351 +29	+0.7%	+$3.75K	0.24%	54
2024 Q2	$521K	Buy	4,322 +19	+0.4%	+$2.31K	0.23%	59
2024 Q1	$514K	Buy	4,303 +20	+0.5%	+$2.34K	0.22%	61
2023 Q4	$503K	Sell	4,283 -360	-8%	-$39.6K	0.25%	48
2023 Q3	$487K	Buy	4,643 +29	+0.6%	+$3.3K	0.27%	43
2023 Q2	$522K	Buy	+4,614	New	+$526K	0.26%	49
2022 Q4	$534K	Buy	4,345 +2,344	+117%	+$277K	0.28%	48
2022 Q3	$215K	Hold	2,001	–	–	0.09%	117
2022 Q2	$235K	Buy	2,001 +153	+8%	+$19.2K	0.08%	129
2022 Q1	$237K	Sell	1,848 -1	-0.1%	-$125	0.09%	116
2021 Q4	$227K	Hold	1,849	–	–	0.09%	111
2021 Q3	$212K	Buy	1,849 +400	+28%	+$46.8K	0.11%	103
2021 Q2	$169K	Buy	1,449 +1,098	+313%	+$131K	0.13%	82
2021 Q1	$40K	Hold	351	–	–	0.04%	142
2020 Q4	$34K	Buy	351 +1	+0.3%	+$91	0.02%	138
2020 Q3	$29K	Hold	350	–	–	0.02%	126
2020 Q2	$28K	Buy	350 +3	+0.9%	+$240	0.02%	140
2020 Q1	$26K	Buy	347 +52	+18%	+$4.97K	0.04%	92
2019 Q4	$31K	Buy	295 +2	+0.7%	+$206	0.04%	91
2019 Q3	$30K	Buy	+293	New	+$29.2K	0.04%	96

Other funds holding DVY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

NCM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Selective Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 12% in Q2 2026, selling an estimated $80.1K and leaving 3,803 shares worth $615K. The position accounts for 0.16% of the portfolio, ranked #67.

Selective Wealth Management first reported a position in DVY in Q3 2019 and has held it in 27 quarters since. The position peaked at $661K in Q1 2026. 695 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Selective Wealth Management held 3,803 shares of iShares Select Dividend ETF worth $615K as of Q2 2026.
Selective Wealth Management sold 520 iShares Select Dividend ETF shares in Q2 2026, an estimated $80.1K.
iShares Select Dividend ETF made up 0.16% of Selective Wealth Management's portfolio in Q2 2026, its #67 holding.
Selective Wealth Management first reported a position in iShares Select Dividend ETF in Q3 2019 and has held it in 27 quarters since.
Selective Wealth Management's iShares Select Dividend ETF position peaked at $661K in Q1 2026.
695 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.