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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 1,419 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.
  • 1,419 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.