SNS Financial Group’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
Q1 | $312K | Buy |
2,061
+7
| +0.3% | +$1.06K | 0.03% | 166 |
|
|
2025
Q4 | $290K | Buy |
2,054
+11
| +0.5% | +$1.55K | 0.03% | 176 |
|
|
2025
Q3 | $290K | Buy |
2,043
+9
| +0.4% | +$1.25K | 0.03% | 170 |
|
|
2025
Q2 | $270K | Buy |
2,034
+8
| +0.4% | +$1.04K | 0.03% | 170 |
|
|
2025
Q1 | $272K | Buy |
2,026
+8
| +0.4% | +$1.07K | 0.03% | 159 |
|
|
2024
Q4 | $265K | Buy |
2,018
+9
| +0.4% | +$1.23K | 0.03% | 159 |
|
|
2024
Q3 | $271K | Sell |
2,009
-41
| -2% | -$5.3K | 0.03% | 162 |
|
|
2024
Q2 | $248K | Buy |
2,050
+7
| +0.3% | +$850 | 0.03% | 166 |
|
|
2024
Q1 | $252K | Sell |
2,043
-13
| -0.6% | -$1.52K | 0.03% | 162 |
|
|
2023
Q4 | $241K | Buy |
2,056
+21
| +1% | +$2.31K | 0.03% | 160 |
|
|
2023
Q3 | $222K | Hold |
2,035
| – | – | 0.03% | 163 |
|
|
2023
Q2 | $231K | Sell |
2,035
-220
| -10% | -$25.1K | 0.03% | 164 |
|
|
2023
Q1 | $264K | Buy |
2,255
+7
| +0.3% | +$847 | 0.03% | 155 |
|
|
2022
Q4 | $271K | Buy |
2,248
+18
| +0.8% | +$2.13K | 0.04% | 161 |
|
|
2022
Q3 | $239K | Hold |
2,230
| – | – | 0.03% | 157 |
|
|
2022
Q2 | $262K | Buy |
2,230
+6
| +0.3% | +$751 | 0.03% | 157 |
|
|
2022
Q1 | $285K | Sell |
2,224
-600
| -21% | -$75K | 0.03% | 167 |
|
|
2021
Q4 | $346K | Buy |
2,824
+13
| +0.5% | +$1.55K | 0.04% | 167 |
|
|
2021
Q3 | $322K | Hold |
2,811
| – | – | 0.04% | 160 |
|
|
2021
Q2 | $328K | Buy |
2,811
+14
| +0.5% | +$1.67K | 0.04% | 159 |
|
|
2021
Q1 | $319K | Sell |
2,797
-200
| -7% | -$21.1K | 0.04% | 153 |
|
|
2020
Q4 | $288K | Sell |
2,997
-478
| -14% | -$43.4K | 0.04% | 156 |
|
|
2020
Q3 | $283K | Buy |
3,475
+930
| +37% | +$77.6K | 0.04% | 156 |
|
|
2020
Q2 | $205K | Sell |
2,545
-341
| -12% | -$27.2K | 0.04% | 178 |
|
|
2020
Q1 | $212K | Sell |
2,886
-670
| -19% | -$64K | 0.04% | 173 |
|
|
2019
Q4 | $376K | Buy |
3,556
+173
| +5% | +$17.8K | 0.07% | 148 |
|
|
2019
Q3 | $345K | Sell |
3,383
-19
| -0.6% | -$1.9K | 0.07% | 143 |
|
|
2019
Q2 | $339K | Sell |
3,402
-36
| -1% | -$3.55K | 0.06% | 148 |
|
|
2019
Q1 | $338K | Hold |
3,438
| – | – | 0.07% | 136 |
|
|
2018
Q4 | $307K | Buy |
3,438
+200
| +6% | +$19.2K | 0.08% | 136 |
|
|
2018
Q3 | $323K | Sell |
3,238
-220
| -6% | -$22.1K | 0.08% | 129 |
|
|
2018
Q2 | $338K | Sell |
3,458
-200
| -5% | -$19.4K | 0.09% | 117 |
|
|
2018
Q1 | $348K | Sell |
3,658
-210
| -5% | -$20.5K | 0.09% | 113 |
|
|
2017
Q4 | $382K | Buy |
3,868
+46
| +1% | +$4.43K | 0.09% | 119 |
|
|
2017
Q3 | $358K | Sell |
3,822
-41
| -1% | -$3.79K | 0.09% | 122 |
|
|
2017
Q2 | $356K | Buy |
3,863
+16
| +0.4% | +$1.47K | 0.09% | 119 |
|
|
2017
Q1 | $350K | Sell |
3,847
-258
| -6% | -$23.4K | 0.09% | 124 |
|
|
2016
Q4 | $364K | Buy |
+4,105
| New | +$354K | 0.11% | 118 |
|
|
2015
Q2 | – | Sell |
-4,800
| Closed | -$374K | – | 124 |
|
|
2015
Q1 | $374K | Buy |
+4,800
| New | +$380K | 0.14% | 83 |
|
|
2014
Q1 | – | Sell |
-4,082
| Closed | -$291K | – | 97 |
|
|
2013
Q4 | $291K | Sell |
4,082
-240
| -6% | -$16.7K | 0.13% | 104 |
|
|
2013
Q3 | $287K | Sell |
4,322
-85
| -2% | -$5.65K | 0.18% | 75 |
|
|
2013
Q2 | $282K | Buy |
+4,407
| New | +$285K | 0.11% | 71 |
|
Other funds holding DVY
SNS Financial Group's DVY Position: Q1 2026 in Review
SNS Financial Group increased its iShares Select Dividend ETF (DVY) stake by 0.34% in Q1 2026, buying an estimated $1.06K and bringing the position to 2,061 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #166.
SNS Financial Group first reported a position in DVY in Q2 2013 and has held it in 42 quarters since. The position peaked at $382K in Q4 2017. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.
- SNS Financial Group held 2,061 shares of iShares Select Dividend ETF worth $312K as of Q1 2026.
- SNS Financial Group bought 7 iShares Select Dividend ETF shares in Q1 2026, an estimated $1.06K.
- iShares Select Dividend ETF made up 0.03% of SNS Financial Group's portfolio in Q1 2026, its #166 holding.
- SNS Financial Group first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 42 quarters since.
- SNS Financial Group's iShares Select Dividend ETF position peaked at $382K in Q4 2017.
- 1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.
Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.