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Soltis Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Soltis Investment 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 		$458K Buy
2,933
+335
+13% +$51.6K 0.03% 375
2026
Q1 		$393K Sell
2,598
-14,123
-84% -$2.13M 0.02% 382
2025
Q4 		$2.36M Buy
16,721
+14,205
+565% +$2.01M 0.16% 130
2025
Q3 		$358K Buy
2,516
+114
+5% +$15.8K 0.02% 346
2025
Q2 		$319K Buy
2,402
+1
+0% +$129 0.03% 316
2025
Q1 		$322K Sell
2,401
-220
-8% -$29.5K 0.03% 290
2024
Q4 		$344K Buy
2,621
+1
+0% +$136 0.03% 272
2024
Q3 		$354K Sell
2,620
-148
-5% -$19.1K 0.03% 262
2024
Q2 		$335K Sell
2,768
-91
-3% -$11K 0.04% 251
2024
Q1 		$352K Sell
2,859
-195
-6% -$22.8K 0.04% 232
2023
Q4 		$358K Hold
3,054
– – 0.04% 220
2023
Q3 		$329K Buy
3,054
+11
+0.4% +$1.25K 0.04% 214
2023
Q2 		$345K Sell
3,043
-21
-0.7% -$2.39K 0.04% 205
2023
Q1 		$359K Hold
3,064
– – 0.05% 193
2022
Q4 		$369K Buy
3,064
+95
+3% +$11.2K 0.05% 185
2022
Q3 		$318K Hold
2,969
– – 0.05% 184
2022
Q2 		$349K Hold
2,969
– – 0.05% 182
2022
Q1 		$380K Hold
2,969
– – 0.05% 184
2021
Q4 		$364K Hold
2,969
– – 0.05% 189
2021
Q3 		$341K Sell
2,969
-162
-5% -$18.9K 0.05% 183
2021
Q2 		$365K Sell
3,131
-24
-0.8% -$2.85K 0.06% 183
2021
Q1 		$360K Sell
3,155
-50
-2% -$5.28K 0.07% 169
2020
Q4 		$308K Buy
3,205
+475
+17% +$43.1K 0.06% 178
2020
Q3 		$223K Sell
2,730
-9
-0.3% -$751 0.05% 185
2020
Q2 		$221K Sell
2,739
-1,019
-27% -$81.4K 0.06% 169
2020
Q1 		$276K Buy
3,758
+44
+1% +$4.21K 0.09% 127
2019
Q4 		$392K Buy
+3,714
New +$383K 0.08% 103

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

Soltis Investment Advisors's DVY Position: Q2 2026 in Review

Soltis Investment Advisors increased its iShares Select Dividend ETF (DVY) stake by 13% in Q2 2026, buying an estimated $51.6K and bringing the position to 2,933 shares worth $458K. The position accounts for 0.03% of the portfolio, ranked #375.

Soltis Investment Advisors first reported a position in DVY in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.36M in Q4 2025. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Soltis Investment Advisors held 2,933 shares of iShares Select Dividend ETF worth $458K as of Q2 2026.
  • Soltis Investment Advisors bought 335 iShares Select Dividend ETF shares in Q2 2026, an estimated $51.6K.
  • iShares Select Dividend ETF made up 0.03% of Soltis Investment Advisors's portfolio in Q2 2026, its #375 holding.
  • Soltis Investment Advisors first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's iShares Select Dividend ETF position peaked at $2.36M in Q4 2025.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.