Stillwater Capital Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Stillwater Capital Advisors’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	$307K	Sell	1,964 -57	-3%	-$8.78K	0.03%	67
2026 Q1	$306K	Hold	2,021	–	–	0.03%	63
2025 Q4	$285K	Hold	2,021	–	–	0.03%	65
2025 Q3	$287K	Hold	2,021	–	–	0.03%	64
2025 Q2	$268K	Buy	2,021 +50	+3%	+$6.47K	0.03%	63
2025 Q1	$265K	Hold	1,971	–	–	0.04%	61
2024 Q4	$259K	Hold	1,971	–	–	0.03%	65
2024 Q3	$266K	Buy	+1,971	New	+$255K	0.03%	66
2024 Q2	–	Sell	-1,971	Closed	-$243K	–	54
2024 Q1	$243K	Hold	1,971	–	–	0.04%	67
2023 Q4	$231K	Hold	1,971	–	–	0.04%	67
2023 Q3	$212K	Hold	1,971	–	–	0.04%	67
2023 Q2	$223K	Hold	1,971	–	–	0.04%	67
2023 Q1	$231K	Hold	1,971	–	–	0.04%	66
2022 Q4	$238K	Buy	1,971 +85	+5%	+$10.1K	0.05%	63
2022 Q3	$202K	Buy	+1,886	New	+$226K	0.05%	66
2017 Q3	–	Sell	-9,956	Closed	-$918K	–	74
2017 Q2	$918K	Sell	9,956 -146	-1%	-$13.4K	0.23%	56
2017 Q1	$920K	Hold	10,102	–	–	0.24%	55
2016 Q4	$895K	Sell	10,102 -148	-1%	-$12.7K	0.24%	52
2016 Q3	$878K	Sell	10,250 -200	-2%	-$17.3K	0.26%	49
2016 Q2	$891K	Buy	10,450 +719	+7%	+$59.2K	0.27%	46
2016 Q1	$795K	Sell	9,731 -194	-2%	-$14.8K	0.23%	52
2015 Q4	$746K	Hold	9,925	–	–	0.23%	51
2015 Q3	$722K	Sell	9,925 -250	-2%	-$18.7K	0.25%	45
2015 Q2	$765K	Buy	10,175 +2,535	+33%	+$198K	0.22%	49
2015 Q1	$595K	Hold	7,640	–	–	0.18%	50
2014 Q4	$607K	Hold	7,640	–	–	0.18%	51
2014 Q3	$564K	Hold	7,640	–	–	0.19%	53
2014 Q2	$588K	Sell	7,640 -200	-3%	-$14.9K	0.2%	52
2014 Q1	$575K	Hold	7,840	–	–	0.21%	51
2013 Q4	$559K	Hold	7,840	–	–	0.22%	50
2013 Q3	$520K	Buy	7,840 +1,175	+18%	+$78.1K	0.31%	42
2013 Q2	$427K	Buy	+6,665	New	+$431K	0.26%	38

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

Stillwater Capital Advisors's DVY Position: Q2 2026 in Review

Stillwater Capital Advisors reduced its iShares Select Dividend ETF (DVY) stake by 2.8% in Q2 2026, selling an estimated $8.78K and leaving 1,964 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #67.

Stillwater Capital Advisors first reported a position in DVY in Q2 2013 and has held it in 32 quarters since. The position peaked at $920K in Q1 2017. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Stillwater Capital Advisors held 1,964 shares of iShares Select Dividend ETF worth $307K as of Q2 2026.
Stillwater Capital Advisors sold 57 iShares Select Dividend ETF shares in Q2 2026, an estimated $8.78K.
iShares Select Dividend ETF made up 0.03% of Stillwater Capital Advisors's portfolio in Q2 2026, its #67 holding.
Stillwater Capital Advisors first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 32 quarters since.
Stillwater Capital Advisors's iShares Select Dividend ETF position peaked at $920K in Q1 2017.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Stillwater Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.