SOA Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

SOA Wealth Advisors’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	$9.57M	Sell	61,205 -2,215	-3%	-$341K	1.61%	13
2026 Q1	$9.6M	Sell	63,420 -1,730	-3%	-$261K	1.81%	10
2025 Q4	$9.2M	Buy	65,150 +2,395	+4%	+$338K	1.55%	13
2025 Q3	$8.92M	Sell	62,755 -6,937	-10%	-$961K	1.53%	13
2025 Q2	$9.26M	Sell	69,692 -3,894	-5%	-$504K	1.74%	12
2025 Q1	$9.88M	Sell	73,586 -351	-0.5%	-$47.1K	2.06%	12
2024 Q4	$9.71M	Sell	73,937 -2,056	-3%	-$280K	1.79%	12
2024 Q3	$10.3M	Sell	75,993 -3,191	-4%	-$413K	1.96%	10
2024 Q2	$9.58M	Sell	79,184 -12,996	-14%	-$1.58M	1.93%	10
2024 Q1	$11.4M	Sell	92,180 -1,082	-1%	-$127K	2.35%	7
2023 Q4	$10.9M	Sell	93,262 -7,723	-8%	-$850K	2.43%	6
2023 Q3	$10.9M	Sell	100,985 -4,247	-4%	-$483K	2.7%	6
2023 Q2	$11.9M	Sell	105,232 -4,496	-4%	-$512K	2.79%	6
2023 Q1	$12.9M	Sell	109,728 -2,088	-2%	-$253K	3.17%	5
2022 Q4	$13.5M	Buy	111,816 +14,256	+15%	+$1.69M	3.63%	5
2022 Q3	$10.5M	Buy	97,560 +3,384	+4%	+$406K	3.15%	4
2022 Q2	$11.1M	Buy	94,176 +6,116	+7%	+$766K	3.27%	4
2022 Q1	$11.3M	Sell	88,060 -2,293	-3%	-$286K	2.75%	6
2021 Q4	$11.1M	Buy	90,353 +7,617	+9%	+$908K	2.68%	7
2021 Q3	$9.49M	Buy	82,736 +5,165	+7%	+$604K	2.43%	7
2021 Q2	$9.05M	Buy	77,571 +20,411	+36%	+$2.43M	2.32%	8
2021 Q1	$6.52M	Buy	57,160 +7,283	+15%	+$770K	1.82%	12
2020 Q4	$5.15M	Buy	+49,877	New	+$4.53M	1.4%	18

Other funds holding DVY

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 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

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

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

WMA

Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SOA Wealth Advisors's DVY Position: Q2 2026 in Review

SOA Wealth Advisors reduced its iShares Select Dividend ETF (DVY) stake by 3.5% in Q2 2026, selling an estimated $341K and leaving 61,205 shares worth $9.57M. The position accounts for 1.61% of the portfolio, ranked #13.

SOA Wealth Advisors first reported a position in DVY in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.5M in Q4 2022. 330 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

SOA Wealth Advisors held 61,205 shares of iShares Select Dividend ETF worth $9.57M as of Q2 2026.
SOA Wealth Advisors sold 2,215 iShares Select Dividend ETF shares in Q2 2026, an estimated $341K.
iShares Select Dividend ETF made up 1.61% of SOA Wealth Advisors's portfolio in Q2 2026, its #13 holding.
SOA Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's iShares Select Dividend ETF position peaked at $13.5M in Q4 2022.
330 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.