Strategies Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Strategies Wealth 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	$220K	Buy	1,410 +11	+0.8%	+$1.69K	0.02%	188
2026 Q1	$212K	Sell	1,399 -3,365	-71%	-$508K	0.02%	180
2025 Q4	$672K	Buy	4,764 +54	+1%	+$7.63K	0.07%	76
2025 Q3	$669K	Buy	4,710 +27	+0.6%	+$3.74K	0.07%	82
2025 Q2	$622K	Buy	4,683 +44	+0.9%	+$5.7K	0.07%	84
2025 Q1	$623K	Buy	4,639 +50	+1%	+$6.7K	0.08%	76
2024 Q4	$617K	Buy	4,589 +46	+1%	+$6.27K	0.08%	70
2024 Q3	$614K	Buy	4,543 +51	+1%	+$6.59K	0.08%	58
2024 Q2	$543K	Buy	4,492 +35	+0.8%	+$4.25K	0.08%	57
2024 Q1	$549K	Buy	4,457 +769	+21%	+$90.1K	0.08%	58
2023 Q4	$432K	Sell	3,688 -549	-13%	-$60.4K	0.07%	66
2023 Q3	$456K	Hold	4,237	–	–	0.09%	55
2023 Q2	$480K	Sell	4,237 -89	-2%	-$10.1K	0.1%	59
2023 Q1	$507K	Buy	4,326 +38	+0.9%	+$4.6K	0.11%	55
2022 Q4	$517K	Buy	+4,288	New	+$507K	0.13%	50
2022 Q2	$361K	Buy	3,064 +22	+0.7%	+$2.75K	0.1%	68
2022 Q1	$390K	Buy	3,042 +21	+0.7%	+$2.62K	0.1%	62
2021 Q4	$370K	Buy	+3,021	New	+$360K	0.1%	64

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

Strategies Wealth Advisors's DVY Position: Q2 2026 in Review

Strategies Wealth Advisors increased its iShares Select Dividend ETF (DVY) stake by 0.79% in Q2 2026, buying an estimated $1.69K and bringing the position to 1,410 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #188.

Strategies Wealth Advisors first reported a position in DVY in Q4 2021 and has held it in 18 quarters since. The position peaked at $672K in Q4 2025. 1,425 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Strategies Wealth Advisors held 1,410 shares of iShares Select Dividend ETF worth $220K as of Q2 2026.
Strategies Wealth Advisors bought 11 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.69K.
iShares Select Dividend ETF made up 0.02% of Strategies Wealth Advisors's portfolio in Q2 2026, its #188 holding.
Strategies Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 18 quarters since.
Strategies Wealth Advisors's iShares Select Dividend ETF position peaked at $672K in Q4 2025.
1,425 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.