SRH Advisors’s iShares Select Dividend ETF DVY Stock Holding History

SRH 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 Q1	$187K	Hold	1,232	–	–	0.05%	68
2025 Q4	$174K	Hold	1,232	–	–	0.05%	71
2025 Q3	$175K	Hold	1,232	–	–	0.05%	69
2025 Q2	$164K	Hold	1,232	–	–	0.05%	68
2025 Q1	$165K	Hold	1,232	–	–	0.05%	64
2024 Q4	$162K	Hold	1,232	–	–	0.05%	64
2024 Q3	$166K	Hold	1,232	–	–	0.05%	67
2024 Q2	$149K	Hold	1,232	–	–	0.05%	68
2024 Q1	$152K	Hold	1,232	–	–	0.05%	71
2023 Q4	$144K	Hold	1,232	–	–	0.05%	72
2023 Q3	$133K	Hold	1,232	–	–	0.06%	73
2023 Q2	$144K	Hold	1,232	–	–	0.08%	70
2023 Q1	$144K	Hold	1,232	–	–	0.08%	70
2022 Q4	$149K	Hold	1,232	–	–	0.08%	64
2022 Q3	$132K	Hold	1,232	–	–	0.17%	69
2022 Q2	$145K	Hold	1,232	–	–	0.18%	64
2022 Q1	$158K	Hold	1,232	–	–	0.18%	71
2021 Q4	$151K	Hold	1,232	–	–	0.17%	73
2021 Q3	$141K	Sell	1,232 -334	-21%	-$39K	0.17%	73
2021 Q2	$183K	Hold	1,566	–	–	0.23%	58
2021 Q1	$179K	Hold	1,566	–	–	0.25%	54
2020 Q4	$151K	Hold	1,566	–	–	0.25%	53
2020 Q3	$128K	Hold	1,566	–	–	0.25%	53
2020 Q2	$126K	Hold	1,566	–	–	0.31%	50
2020 Q1	$115K	Hold	1,566	–	–	0.32%	49
2019 Q4	$165K	Hold	1,566	–	–	0.53%	41
2019 Q3	$160K	Hold	1,566	–	–	0.54%	42
2019 Q2	$156K	Hold	1,566	–	–	0.53%	43
2019 Q1	$154K	Hold	1,566	–	–	0.55%	43
2018 Q4	$140K	Sell	1,566 -333	-18%	-$31.9K	0.54%	43
2018 Q3	$189K	Sell	1,899 -69	-4%	-$6.92K	0.65%	37
2018 Q2	$192K	Hold	1,968	–	–	0.72%	35
2018 Q1	$187K	Hold	1,968	–	–	0.74%	34
2017 Q4	$194K	Sell	1,968 -67	-3%	-$6.45K	0.77%	31
2017 Q3	$191K	Hold	2,035	–	–	0.81%	30
2017 Q2	$188K	Hold	2,035	–	–	0.9%	27
2017 Q1	$185K	Hold	2,035	–	–	0.86%	28
2016 Q4	$180K	Sell	2,035 -340	-14%	-$29.3K	0.89%	27
2016 Q3	$204K	Hold	2,375	–	–	1.06%	27
2016 Q2	$203K	Hold	2,375	–	–	1.08%	28
2016 Q1	$194K	Hold	2,375	–	–	1.07%	28
2015 Q4	$178K	Hold	2,375	–	–	1.05%	27
2015 Q3	$173K	Hold	2,375	–	–	1.01%	24
2015 Q2	$178K	Hold	2,375	–	–	1.12%	21
2015 Q1	$185K	Hold	2,375	–	–	1.22%	17
2014 Q4	$189K	Hold	2,375	–	–	1.29%	17
2014 Q3	$175K	Hold	2,375	–	–	1.35%	19
2014 Q2	$183K	Hold	2,375	–	–	1.44%	19
2014 Q1	$174K	Buy	2,375 +930	+64%	+$66K	1.39%	18
2013 Q4	$103K	Buy	+1,445	New	+$100K	1.01%	24

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SRH Advisors's DVY Position: Q1 2026 in Review

SRH Advisors held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 1,232 shares worth $187K. The position accounts for 0.05% of the portfolio, ranked #68.

SRH Advisors first reported a position in DVY in Q4 2013 and has held it in 50 quarters since. The position peaked at $204K in Q3 2016. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

SRH Advisors held 1,232 shares of iShares Select Dividend ETF worth $187K as of Q1 2026.
SRH Advisors left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.05% of SRH Advisors's portfolio in Q1 2026, its #68 holding.
SRH Advisors first reported a position in iShares Select Dividend ETF in Q4 2013 and has held it in 50 quarters since.
SRH Advisors's iShares Select Dividend ETF position peaked at $204K in Q3 2016.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.