Spartan Wealth Advisory Services LLC’s iShares Select Dividend ETF DVY Stock Holding History

Spartan Wealth Advisory Services LLC’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	$511K	Sell	3,270 -215	-6%	-$33.1K	0.04%	220
2026 Q1	$528K	Buy	+3,485	New	+$526K	0.05%	207

Other funds holding DVY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's DVY Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its iShares Select Dividend ETF (DVY) stake by 6.2% in Q2 2026, selling an estimated $33.1K and leaving 3,270 shares worth $511K. The position accounts for 0.04% of the portfolio, ranked #220.

Spartan Wealth Advisory Services LLC first reported a position in DVY in Q1 2026 and has held it in 2 quarters since. The position peaked at $528K in Q1 2026. 1,370 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Spartan Wealth Advisory Services LLC held 3,270 shares of iShares Select Dividend ETF worth $511K as of Q2 2026.
Spartan Wealth Advisory Services LLC sold 215 iShares Select Dividend ETF shares in Q2 2026, an estimated $33.1K.
iShares Select Dividend ETF made up 0.04% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #220 holding.
Spartan Wealth Advisory Services LLC first reported a position in iShares Select Dividend ETF in Q1 2026 and has held it in 2 quarters since.
Spartan Wealth Advisory Services LLC's iShares Select Dividend ETF position peaked at $528K in Q1 2026.
1,370 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.