Sterling Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Sterling Wealth Management’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	$679K	Buy	4,344 +2,383	+122%	+$367K	0.17%	57
2026 Q1	$297K	Hold	1,961	–	–	0.08%	87
2025 Q4	$277K	Hold	1,961	–	–	0.08%	88
2025 Q3	$279K	Hold	1,961	–	–	0.08%	85
2025 Q2	$260K	Buy	+1,961	New	+$254K	0.09%	90
2024 Q4	$257K	Hold	1,961	–	–	0.1%	92
2024 Q3	$265K	Hold	1,961	–	–	0.1%	97
2024 Q2	$237K	Hold	1,961	–	–	0.11%	92
2024 Q1	$242K	Hold	1,961	–	–	0.12%	86
2023 Q4	$230K	Buy	+1,961	New	+$216K	0.13%	83

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 22.9% 1-Year Est. Return

Sterling Wealth Management's DVY Position: Q2 2026 in Review

Sterling Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 122% in Q2 2026, buying an estimated $367K and bringing the position to 4,344 shares worth $679K. The position accounts for 0.17% of the portfolio, ranked #57.

Sterling Wealth Management first reported a position in DVY in Q4 2023 and has held it in 10 quarters since. 1,428 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Sterling Wealth Management held 4,344 shares of iShares Select Dividend ETF worth $679K as of Q2 2026.
Sterling Wealth Management bought 2,383 iShares Select Dividend ETF shares in Q2 2026, an estimated $367K.
iShares Select Dividend ETF made up 0.17% of Sterling Wealth Management's portfolio in Q2 2026, its #57 holding.
Sterling Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 10 quarters since.
1,428 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.