Sumitomo Mitsui Financial Group’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $735K | Sell |
4,701
-126
| -3% | -$19.4K | 0.01% | 104 |
|
|
2026
Q1 | $731K | Sell |
4,827
-890
| -16% | -$134K | 0.01% | 100 |
|
|
2025
Q4 | $807K | Sell |
5,717
-34
| -0.6% | -$4.8K | 0.01% | 94 |
|
|
2025
Q3 | $817K | Buy |
5,751
+682
| +13% | +$94.5K | 0.01% | 93 |
|
|
2025
Q2 | $673K | Sell |
5,069
-1,323
| -21% | -$171K | 0.01% | 97 |
|
|
2025
Q1 | $858K | Sell |
6,392
-72
| -1% | -$9.65K | 0.02% | 92 |
|
|
2024
Q4 | $849K | Sell |
6,464
-966
| -13% | -$132K | 0.01% | 98 |
|
|
2024
Q3 | $1M | Sell |
7,430
-108
| -1% | -$14K | 0.02% | 93 |
|
|
2024
Q2 | $912K | Sell |
7,538
-351
| -4% | -$42.6K | 0.03% | 93 |
|
|
2024
Q1 | $972K | Sell |
7,889
-556
| -7% | -$65.1K | 0.03% | 96 |
|
|
2023
Q4 | $990K | Sell |
8,445
-338
| -4% | -$37.2K | 0.03% | 96 |
|
|
2023
Q3 | $945K | Buy |
8,783
+141
| +2% | +$16K | 0.03% | 99 |
|
|
2023
Q2 | $979K | Sell |
8,642
-230
| -3% | -$26.2K | 0.03% | 107 |
|
|
2023
Q1 | $1.04M | Sell |
8,872
-752
| -8% | -$91K | 0.03% | 106 |
|
|
2022
Q4 | $1.16M | Buy |
9,624
+1,201
| +14% | +$142K | 0.04% | 103 |
|
|
2022
Q3 | $903K | Sell |
8,423
-1,908
| -18% | -$229K | 0.04% | 122 |
|
|
2022
Q2 | $1.22M | Buy |
10,331
+2,094
| +25% | +$262K | 0.03% | 123 |
|
|
2022
Q1 | $1.05M | Sell |
8,237
-450
| -5% | -$56.2K | 0.03% | 121 |
|
|
2021
Q4 | $1.06M | Buy |
8,687
+2,614
| +43% | +$312K | 0.03% | 110 |
|
|
2021
Q3 | $697K | Buy |
6,073
+1,611
| +36% | +$188K | 0.02% | 130 |
|
|
2021
Q2 | $520K | Sell |
4,462
-392
| -8% | -$46.6K | 0.01% | 114 |
|
|
2021
Q1 | $554K | Sell |
4,854
-34
| -0.7% | -$3.59K | 0.01% | 125 |
|
|
2020
Q4 | $470K | Sell |
4,888
-534
| -10% | -$48.5K | 0.01% | 110 |
|
|
2020
Q3 | $442K | Sell |
5,422
-4,435
| -45% | -$370K | 0.02% | 105 |
|
|
2020
Q2 | $796K | Buy |
9,857
+1,289
| +15% | +$103K | 0.03% | 80 |
|
|
2020
Q1 | $630K | Buy |
8,568
+1,572
| +22% | +$150K | 0.03% | 86 |
|
|
2019
Q4 | $739K | Buy |
6,996
+56
| +0.8% | +$5.77K | 0.06% | 76 |
|
|
2019
Q3 | $708K | Buy |
6,940
+396
| +6% | +$39.5K | 0.06% | 72 |
|
|
2019
Q2 | $652K | Sell |
6,544
-9,107
| -58% | -$899K | 0.05% | 71 |
|
|
2019
Q1 | $1.54M | Sell |
15,651
-9,773
| -38% | -$936K | 0.14% | 51 |
|
|
2018
Q4 | $2.25M | Sell |
25,424
-6,736
| -21% | -$645K | 0.14% | 42 |
|
|
2018
Q3 | $3.21M | Sell |
32,160
-2,111
| -6% | -$212K | 0.26% | 31 |
|
|
2018
Q2 | $3.35M | Sell |
34,271
-13,145
| -28% | -$1.28M | 0.34% | 22 |
|
|
2018
Q1 | $4.51M | Buy |
47,416
+16,644
| +54% | +$1.63M | 0.42% | 17 |
|
|
2017
Q4 | $3.03M | Buy |
30,772
+346
| +1% | +$33.3K | 0.4% | 20 |
|
|
2017
Q3 | $2.85M | Buy |
30,426
+10,445
| +52% | +$966K | 0.34% | 24 |
|
|
2017
Q2 | $1.84M | Buy |
+19,981
| New | +$1.84M | 0.38% | 28 |
|
Other funds holding DVY
Sumitomo Mitsui Financial Group's DVY Position: Q2 2026 in Review
Sumitomo Mitsui Financial Group reduced its iShares Select Dividend ETF (DVY) stake by 2.6% in Q2 2026, selling an estimated $19.4K and leaving 4,701 shares worth $735K. The position accounts for 0.01% of the portfolio, ranked #104.
Sumitomo Mitsui Financial Group first reported a position in DVY in Q2 2017 and has held it in 37 quarters since. The position peaked at $4.51M in Q1 2018. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Sumitomo Mitsui Financial Group held 4,701 shares of iShares Select Dividend ETF worth $735K as of Q2 2026.
- Sumitomo Mitsui Financial Group sold 126 iShares Select Dividend ETF shares in Q2 2026, an estimated $19.4K.
- iShares Select Dividend ETF made up 0.01% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #104 holding.
- Sumitomo Mitsui Financial Group first reported a position in iShares Select Dividend ETF in Q2 2017 and has held it in 37 quarters since.
- Sumitomo Mitsui Financial Group's iShares Select Dividend ETF position peaked at $4.51M in Q1 2018.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.