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

Sterling Investment Advisors (Pennsylvania)’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 		$23.5M Buy
305,312
+39,312
+15% +$6.05M 3.93% 2
2026
Q1 		$20.8M Buy
266,000
+194,533
+272% +$29.4M 3.77% 3
2025
Q4 		$10.1M Buy
71,467
+189
+0.3% +$26.7K 1.86% 12
2025
Q3 		$10.1M Buy
71,278
+112
+0.2% +$15.5K 1.97% 11
2025
Q2 		$9.45M Buy
71,166
+1,828
+3% +$237K 2.07% 8
2025
Q1 		$9.31M Buy
69,338
+3,270
+5% +$438K 2.24% 8
2024
Q4 		$8.67M Sell
66,068
-565
-0.8% -$77K 2.1% 11
2024
Q3 		$9M Sell
66,633
-830
-1% -$107K 2.28% 9
2024
Q2 		$8.16M Buy
67,463
+802
+1% +$97.4K 2.21% 10
2024
Q1 		$8.21M Sell
66,661
-682
-1% -$79.9K 2.31% 11
2023
Q4 		$7.89M Sell
67,343
-3,860
-5% -$425K 2.46% 9
2023
Q3 		$7.66M Sell
71,203
-92
-0.1% -$10.5K 2.68% 7
2023
Q2 		$8.08M Buy
71,295
+2,465
+4% +$281K 2.67% 5
2023
Q1 		$8.07M Buy
68,830
+778
+1% +$94.1K 2.72% 4
2022
Q4 		$8.21M Buy
68,052
+3,376
+5% +$399K 2.94% 4
2022
Q3 		$6.93M Buy
+64,676
New +$7.75M 2.6% 5

Other funds holding DVY

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Sterling Investment Advisors (Pennsylvania) increased its iShares Select Dividend ETF (DVY) stake by 15% in Q2 2026, buying an estimated $6.05M and bringing the position to 305,312 shares worth $23.5M. The position accounts for 3.93% of the portfolio, ranked #2.

Sterling Investment Advisors (Pennsylvania) first reported a position in DVY in Q3 2022 and has held it in 16 quarters since. 932 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 305,312 shares of iShares Select Dividend ETF worth $23.5M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 39,312 iShares Select Dividend ETF shares in Q2 2026, an estimated $6.05M.
  • iShares Select Dividend ETF made up 3.93% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #2 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in iShares Select Dividend ETF in Q3 2022 and has held it in 16 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.