Steward Partners Investment Advisory’s iShares Select Dividend ETF DVY Stock Holding History

Steward Partners Investment Advisory’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	$15.2M	Buy	97,532 +3,776	+4%	+$581K	0.08%	253
2026 Q1	$14.2M	Buy	93,756 +1,171	+1%	+$177K	0.07%	255
2025 Q4	$13.1M	Buy	92,585 +4,366	+5%	+$617K	0.07%	245
2025 Q3	$12.5M	Sell	88,219 -2,500	-3%	-$346K	0.07%	239
2025 Q2	$12M	Buy	90,719 +2,237	+3%	+$290K	0.09%	215
2025 Q1	$11.9M	Buy	88,482 +2,462	+3%	+$330K	0.11%	192
2024 Q4	$11.3M	Buy	86,020 +104	+0.1%	+$14.2K	0.1%	201
2024 Q3	$11.6M	Buy	85,916 +375	+0.4%	+$48.5K	0.11%	188
2024 Q2	$10.3M	Sell	85,541 -989	-1%	-$120K	0.11%	184
2024 Q1	$10.7M	Buy	86,530 +3,484	+4%	+$408K	0.12%	185
2023 Q4	$9.73M	Sell	83,046 -4,205	-5%	-$463K	0.13%	162
2023 Q3	$9.39M	Sell	87,251 -6,110	-7%	-$695K	0.14%	154
2023 Q2	$10.6M	Sell	93,361 -27,015	-22%	-$3.08M	0.16%	137
2023 Q1	$14.1M	Sell	120,376 -28,649	-19%	-$3.47M	0.23%	100
2022 Q4	$18M	Buy	149,025 +38,609	+35%	+$4.57M	0.31%	76
2022 Q3	$11.8M	Buy	110,416 +12,533	+13%	+$1.5M	0.22%	107
2022 Q2	$11.5M	Buy	97,883 +6,591	+7%	+$825K	0.21%	118
2022 Q1	$11.7M	Buy	91,292 +16,107	+21%	+$2.01M	0.18%	130
2021 Q4	$9.22M	Sell	75,185 -785	-1%	-$93.6K	0.14%	166
2021 Q3	$8.71M	Sell	75,970 -9,541	-11%	-$1.12M	0.15%	155
2021 Q2	$9.97M	Sell	85,511 -10,957	-11%	-$1.3M	0.17%	132
2021 Q1	$11M	Buy	96,468 +29,895	+45%	+$3.16M	0.19%	122
2020 Q4	$6.4M	Buy	66,573 +319	+0.5%	+$29K	0.14%	160
2020 Q3	$5.4M	Buy	66,254 +4,861	+8%	+$405K	0.14%	173
2020 Q2	$4.96M	Sell	61,393 -4,268	-7%	-$341K	0.14%	171
2020 Q1	$4.83M	Sell	65,661 -37,955	-37%	-$3.63M	0.18%	142
2019 Q4	$10.9M	Buy	103,616 +23,244	+29%	+$2.39M	0.32%	70
2019 Q3	$8.19M	Buy	80,372 +1,882	+2%	+$188K	0.28%	89
2019 Q2	$7.81M	Buy	78,490 +1,292	+2%	+$127K	0.29%	87
2019 Q1	$7.58M	Buy	77,198 +2,194	+3%	+$210K	0.32%	78
2018 Q4	$6.7M	Sell	75,004 -192	-0.3%	-$18.4K	0.33%	80
2018 Q3	$7.5M	Buy	75,196 +44,912	+148%	+$4.5M	0.36%	67
2018 Q2	$2.96M	Sell	30,284 -186	-0.6%	-$18.1K	0.18%	135
2018 Q1	$2.9M	Sell	30,470 -34	-0.1%	-$3.32K	0.2%	117
2017 Q4	$3.01M	Buy	30,504 +1,952	+7%	+$188K	0.23%	112
2017 Q3	$2.67M	Buy	28,552 +392	+1%	+$36.3K	0.27%	93
2017 Q2	$2.6M	Buy	28,160 +6,135	+28%	+$564K	0.29%	89
2017 Q1	$2.01M	Buy	+22,025	New	+$1.99M	0.3%	77

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

Steward Partners Investment Advisory's DVY Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares Select Dividend ETF (DVY) stake by 4% in Q2 2026, buying an estimated $581K and bringing the position to 97,532 shares worth $15.2M. The position accounts for 0.08% of the portfolio, ranked #253.

Steward Partners Investment Advisory first reported a position in DVY in Q1 2017 and has held it in 38 quarters since. The position peaked at $18M in Q4 2022. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Steward Partners Investment Advisory held 97,532 shares of iShares Select Dividend ETF worth $15.2M as of Q2 2026.
Steward Partners Investment Advisory bought 3,776 iShares Select Dividend ETF shares in Q2 2026, an estimated $581K.
iShares Select Dividend ETF made up 0.08% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #253 holding.
Steward Partners Investment Advisory first reported a position in iShares Select Dividend ETF in Q1 2017 and has held it in 38 quarters since.
Steward Partners Investment Advisory's iShares Select Dividend ETF position peaked at $18M in Q4 2022.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.