Shrier Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Shrier Wealth Management's DVY Position: Q2 2026 in Review
Shrier Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 4.3% in Q2 2026, selling an estimated $30K and leaving 4,323 shares worth $676K. The position accounts for 0.23% of the portfolio, ranked #80.
Shrier Wealth Management first reported a position in DVY in Q4 2025 and has held it in 3 quarters since. The position peaked at $684K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Shrier Wealth Management held 4,323 shares of iShares Select Dividend ETF worth $676K as of Q2 2026.
- Shrier Wealth Management sold 195 iShares Select Dividend ETF shares in Q2 2026, an estimated $30K.
- iShares Select Dividend ETF made up 0.23% of Shrier Wealth Management's portfolio in Q2 2026, its #80 holding.
- Shrier Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
- Shrier Wealth Management's iShares Select Dividend ETF position peaked at $684K in Q1 2026.
- 1,413 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Shrier Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.