Steinberganna Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Steinberganna Wealth Management's DVY Position: Q2 2026 in Review
Steinberganna Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 1.1% in Q2 2026, selling an estimated $6K and leaving 3,604 shares worth $563K. The position accounts for 0.23% of the portfolio, ranked #57.
Steinberganna Wealth Management first reported a position in DVY in Q3 2025 and has held it in 4 quarters since. The position peaked at $586K in Q3 2025. 1,413 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Steinberganna Wealth Management held 3,604 shares of iShares Select Dividend ETF worth $563K as of Q2 2026.
- Steinberganna Wealth Management sold 39 iShares Select Dividend ETF shares in Q2 2026, an estimated $6K.
- iShares Select Dividend ETF made up 0.23% of Steinberganna Wealth Management's portfolio in Q2 2026, its #57 holding.
- Steinberganna Wealth Management first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 4 quarters since.
- Steinberganna Wealth Management's iShares Select Dividend ETF position peaked at $586K in Q3 2025.
- 1,413 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.