Shulman DeMeo Asset Management’s iShares Select Dividend ETF DVY Stock Holding History

Shulman DeMeo Asset 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	$4.47M	Sell	28,586 -1,197	-4%	-$184K	0.84%	12
2026 Q1	$4.51M	Sell	29,783 -246	-0.8%	-$37.1K	0.96%	12
2025 Q4	$4.24M	Sell	30,029 -239	-0.8%	-$33.8K	0.96%	9
2025 Q3	$4.3M	Sell	30,268 -71	-0.2%	-$9.83K	0.99%	9
2025 Q2	$4.03M	Sell	30,339 -41	-0.1%	-$5.31K	1%	9
2025 Q1	$4.08M	Sell	30,380 -163	-0.5%	-$21.9K	1.15%	8
2024 Q4	$4.01M	Sell	30,543 -1,498	-5%	-$204K	1.08%	8
2024 Q3	$4.33M	Sell	32,041 -52	-0.2%	-$6.72K	1.06%	9
2024 Q2	$3.88M	Sell	32,093 -342	-1%	-$41.5K	1.01%	12
2024 Q1	$4M	Sell	32,435 -542	-2%	-$63.5K	1.06%	10
2023 Q4	$3.87M	Sell	32,977 -175	-0.5%	-$19.3K	1.1%	10
2023 Q3	$3.57M	Sell	33,152 -241	-0.7%	-$27.4K	1.19%	10
2023 Q2	$3.78M	Sell	33,393 -382	-1%	-$43.5K	1.13%	11
2023 Q1	$3.96M	Sell	33,775 -2,216	-6%	-$268K	1.24%	10
2022 Q4	$4.34M	Sell	35,991 -143	-0.4%	-$16.9K	1.44%	8
2022 Q3	$3.87M	Sell	36,134 -290	-0.8%	-$34.8K	1.38%	10
2022 Q2	$4.29M	Sell	36,424 -976	-3%	-$122K	1.42%	10
2022 Q1	$4.79M	Sell	37,400 -2,560	-6%	-$320K	1.33%	10
2021 Q4	$4.9M	Buy	39,960 +364	+0.9%	+$43.4K	1.28%	11
2021 Q3	$4.54M	Buy	+39,596	New	+$4.63M	3.94%	7
2021 Q2	–	Sell	-39,824	Closed	-$4.54M	–	83
2021 Q1	$4.54M	Sell	39,824 -903	-2%	-$95.4K	1.24%	12
2020 Q4	$3.92M	Sell	40,727 -1,365	-3%	-$124K	1.12%	15
2020 Q3	$3.43M	Buy	42,092 +320	+0.8%	+$26.7K	1.15%	13
2020 Q2	$3.37M	Sell	41,772 -618	-1%	-$49.4K	1.3%	11
2020 Q1	$3.12M	Sell	42,390 -1,548	-4%	-$148K	1.45%	11
2019 Q4	$4.64M	Buy	43,938 +248	+0.6%	+$25.5K	1.61%	11
2019 Q3	$4.45M	Sell	43,690 -1,068	-2%	-$106K	1.49%	11
2019 Q2	$4.46M	Sell	44,758 -264	-0.6%	-$26K	1.64%	10
2019 Q1	$4.42M	Buy	+45,022	New	+$4.31M	1.68%	10

Other funds holding DVY

NCM

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

PAG

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

Shulman DeMeo Asset Management's DVY Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its iShares Select Dividend ETF (DVY) stake by 4% in Q2 2026, selling an estimated $184K and leaving 28,586 shares worth $4.47M. The position accounts for 0.84% of the portfolio, ranked #12.

Shulman DeMeo Asset Management first reported a position in DVY in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.9M in Q4 2021. 550 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Shulman DeMeo Asset Management held 28,586 shares of iShares Select Dividend ETF worth $4.47M as of Q2 2026.
Shulman DeMeo Asset Management sold 1,197 iShares Select Dividend ETF shares in Q2 2026, an estimated $184K.
iShares Select Dividend ETF made up 0.84% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #12 holding.
Shulman DeMeo Asset Management first reported a position in iShares Select Dividend ETF in Q1 2019 and has held it in 29 quarters since.
Shulman DeMeo Asset Management's iShares Select Dividend ETF position peaked at $4.9M in Q4 2021.
550 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.