Sound Income Strategies’s iShares Select Dividend ETF DVY Stock Holding History

Sound Income Strategies’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	$1.62M	Sell	10,345 -737	-7%	-$113K	0.07%	171
2026 Q1	$1.67M	Sell	11,082 -2,049	-16%	-$309K	0.08%	152
2025 Q4	$1.94M	Buy	13,131 +1,801	+16%	+$254K	0.09%	142
2025 Q3	$1.59M	Sell	11,330 -1,552	-12%	-$215K	0.09%	141
2025 Q2	$1.71M	Sell	12,882 -3,063	-19%	-$397K	0.1%	130
2025 Q1	$2.14M	Buy	15,945 +15,825	+13,188%	+$2.12M	0.13%	120
2024 Q4	$15.8K	Hold	120	–	–	﹤0.01%	725
2024 Q3	$16.2K	Sell	120 -320	-73%	-$41.4K	﹤0.01%	685
2024 Q2	$53.2K	Buy	440 +320	+267%	+$38.8K	﹤0.01%	425
2024 Q1	$14.8K	Hold	120	–	–	﹤0.01%	657
2023 Q4	$14.1K	Hold	120	–	–	﹤0.01%	662
2023 Q3	$12.9K	Hold	120	–	–	﹤0.01%	528
2023 Q2	$13.6K	Hold	120	–	–	﹤0.01%	509
2023 Q1	$14.1K	Sell	120 -410	-77%	-$49.6K	﹤0.01%	479
2022 Q4	$63.9K	Buy	530 +410	+342%	+$48.5K	0.01%	233
2022 Q3	$13K	Hold	120	–	–	﹤0.01%	415
2022 Q2	$14K	Hold	120	–	–	﹤0.01%	402
2022 Q1	$15K	Sell	120 -106	-47%	-$13.2K	﹤0.01%	398
2021 Q4	$28K	Buy	226 +106	+88%	+$12.6K	﹤0.01%	310
2021 Q3	$14K	Sell	120 -52	-30%	-$6.08K	﹤0.01%	400
2021 Q2	$20K	Sell	172 -105	-38%	-$12.5K	﹤0.01%	343
2021 Q1	$31.6K	Buy	277 +105	+61%	+$11.1K	0.01%	288
2020 Q4	$17K	Sell	172 -384	-69%	-$34.9K	﹤0.01%	349
2020 Q3	$45K	Hold	556	–	–	0.01%	193
2020 Q2	$45K	Sell	556 -300	-35%	-$24K	0.01%	171
2020 Q1	$63K	Hold	856	–	–	0.02%	109
2019 Q4	$90K	Buy	856 +468	+121%	+$48.2K	0.02%	87
2019 Q3	$40K	Buy	388 +20	+5%	+$1.99K	0.01%	138
2019 Q2	$37K	Hold	368	–	–	0.01%	156
2019 Q1	$36K	Sell	368 -25	-6%	-$2.4K	0.02%	161
2018 Q4	$35K	Sell	393 -322	-45%	-$30.8K	0.02%	165
2018 Q3	$71K	Buy	715 +25	+4%	+$2.51K	0.03%	102
2018 Q2	$67K	Sell	690 -17	-2%	-$1.65K	0.04%	89
2018 Q1	$67K	Sell	707 -86	-11%	-$8.4K	0.04%	89
2017 Q4	$76K	Buy	+793	New	+$76.3K	0.05%	71

Other funds holding DVY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sound Income Strategies's DVY Position: Q2 2026 in Review

Sound Income Strategies reduced its iShares Select Dividend ETF (DVY) stake by 6.7% in Q2 2026, selling an estimated $113K and leaving 10,345 shares worth $1.62M. The position accounts for 0.07% of the portfolio, ranked #171.

Sound Income Strategies first reported a position in DVY in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.14M in Q1 2025. 1,081 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Sound Income Strategies held 10,345 shares of iShares Select Dividend ETF worth $1.62M as of Q2 2026.
Sound Income Strategies sold 737 iShares Select Dividend ETF shares in Q2 2026, an estimated $113K.
iShares Select Dividend ETF made up 0.07% of Sound Income Strategies's portfolio in Q2 2026, its #171 holding.
Sound Income Strategies first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 35 quarters since.
Sound Income Strategies's iShares Select Dividend ETF position peaked at $2.14M in Q1 2025.
1,081 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.