Sunbelt Securities’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
Q1 | $1.11M | Buy |
7,325
+5
| +0.1% | +$755 | 0.07% | 238 |
|
|
2025
Q4 | $1.03M | Sell |
7,320
-10
| -0.1% | -$1.41K | 0.07% | 241 |
|
|
2025
Q3 | $1.04M | Sell |
7,330
-8,958
| -55% | -$1.24M | 0.07% | 229 |
|
|
2025
Q2 | $2.14M | Buy |
16,288
+10,061
| +162% | +$1.3M | 0.19% | 104 |
|
|
2025
Q1 | $836K | Sell |
6,227
-10,061
| -62% | -$1.35M | 0.07% | 221 |
|
|
2024
Q4 | $2.13M | Sell |
16,288
-151
| -0.9% | -$20.6K | 0.19% | 104 |
|
|
2024
Q3 | $2.22M | Sell |
16,439
-217
| -1% | -$28.1K | 0.22% | 95 |
|
|
2024
Q2 | $2.02M | Buy |
16,656
+984
| +6% | +$119K | 0.21% | 94 |
|
|
2024
Q1 | $1.93M | Sell |
15,672
-582
| -4% | -$68.2K | 0.22% | 92 |
|
|
2023
Q4 | $1.91M | Buy |
16,254
+185
| +1% | +$20.4K | 0.24% | 92 |
|
|
2023
Q3 | $1.73M | Buy |
16,069
+96
| +0.6% | +$10.9K | 0.24% | 90 |
|
|
2023
Q2 | $1.81M | Buy |
15,973
+1,462
| +10% | +$167K | 0.26% | 88 |
|
|
2023
Q1 | $1.68M | Buy |
14,511
+2,029
| +16% | +$245K | 0.27% | 89 |
|
|
2022
Q4 | $1.51M | Buy |
12,482
+910
| +8% | +$108K | 0.29% | 85 |
|
|
2022
Q3 | $1.24M | Buy |
11,572
+3,758
| +48% | +$450K | 0.26% | 103 |
|
|
2022
Q2 | $920K | Buy |
7,814
+2,011
| +35% | +$252K | 0.19% | 127 |
|
|
2022
Q1 | $751K | Sell |
5,803
-8,338
| -59% | -$1.04M | 0.14% | 188 |
|
|
2021
Q4 | $1.78M | Buy |
14,141
+730
| +5% | +$87K | 0.29% | 85 |
|
|
2021
Q3 | $1.54M | Hold |
13,411
| – | – | 0.28% | 94 |
|
|
2021
Q2 | $1.54M | Buy |
13,411
+1
| +0% | +$119 | 0.28% | 94 |
|
|
2021
Q1 | $1.53M | Sell |
13,410
-862
| -6% | -$91.1K | 0.3% | 89 |
|
|
2020
Q4 | $1.37M | Buy |
14,272
+8,671
| +155% | +$787K | 0.28% | 88 |
|
|
2020
Q3 | $457K | Sell |
5,601
-97
| -2% | -$8.09K | 0.13% | 204 |
|
|
2020
Q2 | $460K | Buy |
5,698
+202
| +4% | +$16.1K | 0.16% | 165 |
|
|
2020
Q1 | $404K | Sell |
5,496
-10,664
| -66% | -$1.02M | 0.02% | 261 |
|
|
2019
Q4 | $1.71M | Sell |
16,160
-862
| -5% | -$88.8K | 0.18% | 120 |
|
|
2019
Q3 | $1.74M | Buy |
17,022
+11,732
| +222% | +$1.17M | 0.19% | 111 |
|
|
2019
Q2 | $527K | Sell |
5,290
-148
| -3% | -$14.6K | 0.23% | 129 |
|
|
2019
Q1 | $534K | Buy |
5,438
+2
| +0% | +$192 | 0.27% | 101 |
|
|
2018
Q4 | $485K | Buy |
5,436
+739
| +16% | +$70.8K | 0.28% | 96 |
|
|
2018
Q3 | $469K | Buy |
4,697
+1,124
| +31% | +$113K | 0.25% | 110 |
|
|
2018
Q2 | $349K | Sell |
3,573
-518
| -13% | -$50.3K | 0.21% | 140 |
|
|
2018
Q1 | $389K | Sell |
4,091
-44
| -1% | -$4.3K | 0.36% | 94 |
|
|
2017
Q4 | $408K | Buy |
4,135
+268
| +7% | +$25.8K | 0.4% | 85 |
|
|
2017
Q3 | $362K | Buy |
+3,867
| New | +$358K | 0.38% | 90 |
|
Other funds holding DVY
Sunbelt Securities's DVY Position: Q1 2026 in Review
Sunbelt Securities increased its iShares Select Dividend ETF (DVY) stake by 0.07% in Q1 2026, buying an estimated $755 and bringing the position to 7,325 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #238.
Sunbelt Securities first reported a position in DVY in Q3 2017 and has held it in 35 quarters since. The position peaked at $2.22M in Q3 2024. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.
- Sunbelt Securities held 7,325 shares of iShares Select Dividend ETF worth $1.11M as of Q1 2026.
- Sunbelt Securities bought 5 iShares Select Dividend ETF shares in Q1 2026, an estimated $755.
- iShares Select Dividend ETF made up 0.07% of Sunbelt Securities's portfolio in Q1 2026, its #238 holding.
- Sunbelt Securities first reported a position in iShares Select Dividend ETF in Q3 2017 and has held it in 35 quarters since.
- Sunbelt Securities's iShares Select Dividend ETF position peaked at $2.22M in Q3 2024.
- 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.
Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.