Sterling Investment Advisors (Missouri)’s iShares Select Dividend ETF DVY Stock Holding History

Sterling Investment Advisors (Missouri)’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	$244K	Hold	1,559	–	–	0.11%	36
2026 Q1	$236K	Hold	1,559	–	–	0.11%	40
2025 Q4	$220K	Hold	1,559	–	–	0.11%	38
2025 Q3	$222K	Sell	1,559 -935	-37%	-$129K	0.11%	38
2025 Q2	$278K	Buy	2,494 +749	+43%	+$97K	0.14%	32
2025 Q1	$234K	Buy	1,745 +6	+0.3%	+$805	0.13%	32
2024 Q4	$228K	Sell	1,739 -110	-6%	-$15K	0.13%	33
2024 Q3	$250K	Buy	1,849 +10	+0.5%	+$1.29K	0.14%	31
2024 Q2	$223K	Buy	1,839 +7	+0.4%	+$850	0.14%	31
2024 Q1	$226K	Buy	+1,832	New	+$215K	0.13%	31
2022 Q2	–	Sell	-1,725	Closed	-$221K	–	25
2022 Q1	$221K	Buy	1,725 +5	+0.3%	+$625	0.13%	29
2021 Q4	$211K	Buy	+1,720	New	+$205K	0.12%	29

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Sterling Investment Advisors (Missouri)'s DVY Position: Q2 2026 in Review

Sterling Investment Advisors (Missouri) held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,559 shares worth $244K. The position accounts for 0.11% of the portfolio, ranked #36.

Sterling Investment Advisors (Missouri) first reported a position in DVY in Q4 2021 and has held it in 12 quarters since. The position peaked at $278K in Q2 2025. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Sterling Investment Advisors (Missouri) held 1,559 shares of iShares Select Dividend ETF worth $244K as of Q2 2026.
Sterling Investment Advisors (Missouri) left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.11% of Sterling Investment Advisors (Missouri)'s portfolio in Q2 2026, its #36 holding.
Sterling Investment Advisors (Missouri) first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 12 quarters since.
Sterling Investment Advisors (Missouri)'s iShares Select Dividend ETF position peaked at $278K in Q2 2025.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.