Sowell Financial Services’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
Q2 | $2.82M | Buy |
18,027
+1,102
| +7% | +$170K | 0.09% | 239 |
|
|
2026
Q1 | $2.56M | Sell |
16,925
-13
| -0.1% | -$1.96K | 0.09% | 228 |
|
|
2025
Q4 | $2.39M | Buy |
16,938
+115
| +0.7% | +$16.2K | 0.09% | 240 |
|
|
2025
Q3 | $2.39M | Sell |
16,823
-1,388
| -8% | -$192K | 0.09% | 244 |
|
|
2025
Q2 | $2.42M | Sell |
18,211
-1,988
| -10% | -$257K | 0.1% | 211 |
|
|
2025
Q1 | $2.71M | Buy |
20,199
+17
| +0.1% | +$2.28K | 0.12% | 168 |
|
|
2024
Q4 | $2.65M | Buy |
20,182
+1,059
| +6% | +$144K | 0.14% | 162 |
|
|
2024
Q3 | $2.58M | Sell |
19,123
-1,164
| -6% | -$150K | 0.12% | 194 |
|
|
2024
Q2 | $2.45M | Sell |
20,287
-416
| -2% | -$50.5K | 0.12% | 180 |
|
|
2024
Q1 | $2.55M | Sell |
20,703
-19,899
| -49% | -$2.33M | 0.12% | 182 |
|
|
2023
Q4 | $4.76M | Sell |
40,602
-1,202
| -3% | -$132K | 0.26% | 102 |
|
|
2023
Q3 | $4.56M | Buy |
41,804
+12,739
| +44% | +$1.45M | 0.29% | 92 |
|
|
2023
Q2 | $3.29M | Buy |
29,065
+4,028
| +16% | +$459K | 0.18% | 129 |
|
|
2023
Q1 | $2.93M | Sell |
25,037
-4,321
| -15% | -$523K | 0.23% | 107 |
|
|
2022
Q4 | $3.54M | Buy |
29,358
+15,017
| +105% | +$1.78M | 0.23% | 114 |
|
|
2022
Q3 | $1.54M | Buy |
+14,341
| New | +$1.72M | 0.16% | 170 |
|
|
2022
Q2 | – | Sell |
-1,287,928
| Closed | -$113M | – | 296 |
|
|
2022
Q1 | $113M | Buy |
1,287,928
+1,271,778
| +7,875% | +$159M | 19.76% | 1 |
|
|
2021
Q4 | $1.98M | Sell |
16,150
-566
| -3% | -$67.5K | 0.11% | 193 |
|
|
2021
Q3 | $1.92M | Sell |
16,716
-93
| -0.6% | -$10.9K | 0.13% | 185 |
|
|
2021
Q2 | $1.96M | Sell |
16,809
-9,626
| -36% | -$1.14M | 0.13% | 192 |
|
|
2021
Q1 | $3.22M | Buy |
26,435
+703
| +3% | +$74.3K | 0.11% | 175 |
|
|
2020
Q4 | $2.48M | Sell |
25,732
-1,236
| -5% | -$112K | 0.11% | 174 |
|
|
2020
Q3 | $2.2M | Buy |
26,968
+1,477
| +6% | +$123K | 0.11% | 168 |
|
|
2020
Q2 | $2.06M | Sell |
25,491
-27,204
| -52% | -$2.17M | 0.11% | 172 |
|
|
2020
Q1 | $1.9M | Buy |
52,695
+24,722
| +88% | +$2.36M | 0.14% | 166 |
|
|
2019
Q4 | $2.96M | Sell |
27,973
-483
| -2% | -$49.8K | 0.23% | 97 |
|
|
2019
Q3 | $2.9M | Buy |
+28,456
| New | +$2.84M | 0.24% | 90 |
|
|
2019
Q1 | $2.3M | Buy |
23,389
+1,121
| +5% | +$107K | 0.26% | 89 |
|
|
2018
Q4 | $1.99M | Buy |
+22,268
| New | +$2.13M | 0.28% | 77 |
|
|
2018
Q3 | – | Sell |
-21,454
| Closed | -$2.14M | – | 382 |
|
|
2018
Q2 | $2.14M | Sell |
21,454
-5,473
| -20% | -$531K | 0.45% | 59 |
|
|
2018
Q1 | $2.58M | Sell |
26,927
-2,685
| -9% | -$262K | 0.64% | 43 |
|
|
2017
Q4 | $2.96M | Buy |
29,612
+1,039
| +4% | +$100K | 0.72% | 41 |
|
|
2017
Q3 | $2.7M | Sell |
28,573
-4,193
| -13% | -$388K | 0.7% | 40 |
|
|
2017
Q2 | $3.04M | Buy |
32,766
+14,649
| +81% | +$1.35M | 0.86% | 31 |
|
|
2017
Q1 | $1.66M | Sell |
18,117
-3,717
| -17% | -$337K | 0.49% | 56 |
|
|
2016
Q4 | $1.99M | Buy |
+21,834
| New | +$1.88M | 0.67% | 42 |
|
Other funds holding DVY
Sowell Financial Services's DVY Position: Q2 2026 in Review
Sowell Financial Services increased its iShares Select Dividend ETF (DVY) stake by 6.5% in Q2 2026, buying an estimated $170K and bringing the position to 18,027 shares worth $2.82M. The position accounts for 0.09% of the portfolio, ranked #239.
Sowell Financial Services first reported a position in DVY in Q4 2016 and has held it in 36 quarters since. The position peaked at $113M in Q1 2022. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Sowell Financial Services held 18,027 shares of iShares Select Dividend ETF worth $2.82M as of Q2 2026.
- Sowell Financial Services bought 1,102 iShares Select Dividend ETF shares in Q2 2026, an estimated $170K.
- iShares Select Dividend ETF made up 0.09% of Sowell Financial Services's portfolio in Q2 2026, its #239 holding.
- Sowell Financial Services first reported a position in iShares Select Dividend ETF in Q4 2016 and has held it in 36 quarters since.
- Sowell Financial Services's iShares Select Dividend ETF position peaked at $113M in Q1 2022.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.