Smartleaf Asset Management’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
$42.9K Hold
272
﹤0.01% 1599
2026
Q1
$40.8K Sell
272
-109
-29% -$16.5K ﹤0.01% 1566
2025
Q4
$54.2K Buy
381
+293
+333% +$41.4K ﹤0.01% 1512
2025
Q3
$12.4K Buy
+88
New +$12.2K ﹤0.01% 2018

Other funds holding DVY

Smartleaf Asset Management's DVY Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 272 shares worth $42.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Smartleaf Asset Management first reported a position in DVY in Q3 2025 and has held it in 4 quarters since. The position peaked at $54.2K in Q4 2025. 1,423 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Smartleaf Asset Management held 272 shares of iShares Select Dividend ETF worth $42.9K as of Q2 2026.
  • Smartleaf Asset Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
  • iShares Select Dividend ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1599 holding.
  • Smartleaf Asset Management first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • Smartleaf Asset Management's iShares Select Dividend ETF position peaked at $54.2K in Q4 2025.
  • 1,423 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.