Simon Quick Advisors’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 | $4.56M | Buy |
29,158
+5,700
| +24% | +$878K | 0.18% | 85 |
|
|
2026
Q1 | $3.55M | Hold |
23,458
| – | – | 0.16% | 97 |
|
|
2025
Q4 | $3.31M | Hold |
23,458
| – | – | 0.14% | 98 |
|
|
2025
Q3 | $3.33M | Hold |
23,458
| – | – | 0.15% | 101 |
|
|
2025
Q2 | $3.12M | Sell |
23,458
-311
| -1% | -$40.3K | 0.16% | 92 |
|
|
2025
Q1 | $3.19M | Sell |
23,769
-46
| -0.2% | -$6.17K | 0.18% | 65 |
|
|
2024
Q4 | $3.13M | Buy |
23,815
+607
| +3% | +$82.7K | 0.19% | 59 |
|
|
2024
Q3 | $3.13M | Hold |
23,208
| – | – | 0.2% | 57 |
|
|
2024
Q2 | $2.81M | Hold |
23,208
| – | – | 0.2% | 60 |
|
|
2024
Q1 | $2.86M | Hold |
23,208
| – | – | 0.21% | 59 |
|
|
2023
Q4 | $2.72M | Hold |
23,208
| – | – | 0.24% | 63 |
|
|
2023
Q3 | $2.5M | Buy |
23,208
+2,310
| +11% | +$263K | 0.24% | 63 |
|
|
2023
Q2 | $2.37M | Sell |
20,898
-140
| -0.7% | -$15.9K | 0.22% | 66 |
|
|
2023
Q1 | $2.47M | Buy |
21,038
+140
| +0.7% | +$16.9K | 0.27% | 58 |
|
|
2022
Q4 | $2.52M | Sell |
20,898
-973
| -4% | -$115K | 0.3% | 52 |
|
|
2022
Q3 | $2.35M | Hold |
21,871
| – | – | 0.33% | 50 |
|
|
2022
Q2 | $2.65M | Buy |
21,871
+21,122
| +2,820% | +$2.64M | 0.35% | 49 |
|
|
2022
Q1 | $96K | Buy |
749
+5
| +0.7% | +$625 | 0.03% | 149 |
|
|
2021
Q4 | $91K | Buy |
744
+6
| +0.8% | +$715 | 0.02% | 172 |
|
|
2021
Q3 | $84K | Buy |
738
+6
| +0.8% | +$701 | 0.02% | 193 |
|
|
2021
Q2 | $85K | Buy |
732
+36
| +5% | +$4.28K | 0.02% | 169 |
|
|
2021
Q1 | $79K | Buy |
696
+6
| +0.9% | +$634 | 0.02% | 168 |
|
|
2020
Q4 | $66K | Sell |
690
-295
| -30% | -$26.8K | 0.02% | 175 |
|
|
2020
Q3 | $80K | Sell |
985
-123
| -11% | -$10.3K | 0.02% | 151 |
|
|
2020
Q2 | $89K | Sell |
1,108
-239
| -18% | -$19.1K | 0.03% | 136 |
|
|
2020
Q1 | $99K | Sell |
1,347
-1,499
| -53% | -$143K | 0.04% | 120 |
|
|
2019
Q4 | $301K | Sell |
2,846
-1,121
| -28% | -$115K | 0.11% | 71 |
|
|
2019
Q3 | $404K | Buy |
3,967
+419
| +12% | +$41.8K | 0.18% | 42 |
|
|
2019
Q2 | $353K | Sell |
3,548
-169
| -5% | -$16.7K | 0.18% | 40 |
|
|
2019
Q1 | $365K | Sell |
3,717
-1,090
| -23% | -$104K | 0.15% | 46 |
|
|
2018
Q4 | $429K | Sell |
4,807
-1,834
| -28% | -$176K | 0.16% | 47 |
|
|
2018
Q3 | $662K | Buy |
6,641
+430
| +7% | +$43.1K | 0.27% | 35 |
|
|
2018
Q2 | $607K | Sell |
6,211
-689
| -10% | -$66.9K | 0.26% | 35 |
|
|
2018
Q1 | $656K | Buy |
6,900
+23
| +0.3% | +$2.25K | 0.27% | 39 |
|
|
2017
Q4 | $692K | Sell |
6,877
-12,167
| -64% | -$1.17M | 0.31% | 41 |
|
|
2017
Q3 | $1.78M | Sell |
19,044
-419
| -2% | -$38.8K | 0.65% | 28 |
|
|
2017
Q2 | $1.79M | Buy |
19,463
+1,339
| +7% | +$123K | 1.01% | 20 |
|
|
2017
Q1 | $1.65M | Buy |
18,124
+14,058
| +346% | +$1.27M | 0.98% | 22 |
|
|
2016
Q4 | $360K | Buy |
+4,066
| New | +$350K | 0.27% | 63 |
|
Other funds holding DVY
Simon Quick Advisors's DVY Position: Q2 2026 in Review
Simon Quick Advisors increased its iShares Select Dividend ETF (DVY) stake by 24% in Q2 2026, buying an estimated $878K and bringing the position to 29,158 shares worth $4.56M. The position accounts for 0.18% of the portfolio, ranked #85.
Simon Quick Advisors first reported a position in DVY in Q4 2016 and has held it in 39 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Simon Quick Advisors held 29,158 shares of iShares Select Dividend ETF worth $4.56M as of Q2 2026.
- Simon Quick Advisors bought 5,700 iShares Select Dividend ETF shares in Q2 2026, an estimated $878K.
- iShares Select Dividend ETF made up 0.18% of Simon Quick Advisors's portfolio in Q2 2026, its #85 holding.
- Simon Quick Advisors first reported a position in iShares Select Dividend ETF in Q4 2016 and has held it in 39 quarters since.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.