Sequoia Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Sequoia Financial 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	$8.87M	Buy	56,752 +936	+2%	+$144K	0.04%	245
2026 Q1	$8.45M	Sell	55,816 -1,603	-3%	-$242K	0.05%	227
2025 Q4	$8.1M	Buy	57,419 +4,008	+8%	+$566K	0.05%	233
2025 Q3	$7.59M	Buy	53,411 +5,001	+10%	+$693K	0.05%	232
2025 Q2	$6.43M	Sell	48,410 -13,092	-21%	-$1.7M	0.04%	240
2025 Q1	$8.26M	Sell	61,502 -2,568	-4%	-$344K	0.06%	213
2024 Q4	$8.41M	Buy	64,070 +16,234	+34%	+$2.21M	0.08%	196
2024 Q3	$6.46M	Buy	47,836 +1,041	+2%	+$135K	0.07%	189
2024 Q2	$5.66M	Buy	46,795 +2,321	+5%	+$282K	0.07%	178
2024 Q1	$5.48M	Buy	44,474 +1,029	+2%	+$121K	0.07%	191
2023 Q4	$5.09M	Buy	43,445 +2,583	+6%	+$284K	0.06%	213
2023 Q3	$4.4M	Sell	40,862 -1,252	-3%	-$142K	0.08%	160
2023 Q2	$4.77M	Sell	42,114 -1,755	-4%	-$200K	0.08%	163
2023 Q1	$5.14M	Sell	43,869 -9,608	-18%	-$1.16M	0.11%	141
2022 Q4	$6.45M	Buy	53,477 +17,081	+47%	+$2.02M	0.16%	121
2022 Q3	$3.9M	Buy	36,396 +3,736	+11%	+$448K	0.12%	129
2022 Q2	$3.84M	Buy	32,660 +3,077	+10%	+$385K	0.11%	135
2022 Q1	$3.79M	Buy	29,583 +6,435	+28%	+$804K	0.09%	137
2021 Q4	$2.84M	Buy	23,148 +15,814	+216%	+$1.88M	0.08%	147
2021 Q3	$841K	Sell	7,334 -14,514	-66%	-$1.7M	0.09%	117
2021 Q2	$2.55M	Buy	21,848 +408	+2%	+$48.5K	0.09%	130
2021 Q1	$2.45M	Buy	21,440 +7,499	+54%	+$792K	0.1%	117
2020 Q4	$1.34M	Buy	13,941 +4,804	+53%	+$436K	0.06%	155
2020 Q3	$745K	Buy	9,137 +410	+5%	+$34.2K	0.04%	189
2020 Q2	$704K	Buy	8,727 +144	+2%	+$11.5K	0.04%	184
2020 Q1	$631K	Buy	8,583 +687	+9%	+$65.7K	0.05%	163
2019 Q4	$834K	Buy	7,896 +485	+7%	+$50K	0.05%	157
2019 Q3	$756K	Sell	7,411 -101	-1%	-$10.1K	0.05%	150
2019 Q2	$748K	Sell	7,512 -243	-3%	-$24K	0.06%	147
2019 Q1	$761K	Buy	+7,755	New	+$743K	0.06%	142

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

Sequoia Financial Advisors's DVY Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares Select Dividend ETF (DVY) stake by 1.7% in Q2 2026, buying an estimated $144K and bringing the position to 56,752 shares worth $8.87M. The position accounts for 0.04% of the portfolio, ranked #245.

Sequoia Financial Advisors first reported a position in DVY in Q1 2019 and has held it in 30 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Sequoia Financial Advisors held 56,752 shares of iShares Select Dividend ETF worth $8.87M as of Q2 2026.
Sequoia Financial Advisors bought 936 iShares Select Dividend ETF shares in Q2 2026, an estimated $144K.
iShares Select Dividend ETF made up 0.04% of Sequoia Financial Advisors's portfolio in Q2 2026, its #245 holding.
Sequoia Financial Advisors first reported a position in iShares Select Dividend ETF in Q1 2019 and has held it in 30 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.