TCI Wealth Advisors’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 | $1.28M | Sell |
8,164
-110
| -1% | -$16.9K | 0.06% | 96 |
|
|
2026
Q1 | $1.25M | Sell |
8,274
-554
| -6% | -$83.7K | 0.07% | 86 |
|
|
2025
Q4 | $1.25M | Sell |
8,828
-436
| -5% | -$61.6K | 0.07% | 86 |
|
|
2025
Q3 | $1.32M | Buy |
9,264
+11
| +0.1% | +$1.52K | 0.08% | 90 |
|
|
2025
Q2 | $1.23M | Sell |
9,253
-747
| -7% | -$96.7K | 0.08% | 87 |
|
|
2025
Q1 | $1.34M | Sell |
10,000
-112
| -1% | -$15K | 0.11% | 67 |
|
|
2024
Q4 | $1.33M | Buy |
10,112
+3
| +0% | +$409 | 0.11% | 71 |
|
|
2024
Q3 | $1.37M | Sell |
10,109
-142
| -1% | -$18.4K | 0.12% | 70 |
|
|
2024
Q2 | $1.24M | Sell |
10,251
-319
| -3% | -$38.7K | 0.12% | 67 |
|
|
2024
Q1 | $1.3M | Sell |
10,570
-593
| -5% | -$69.4K | 0.13% | 65 |
|
|
2023
Q4 | $1.31M | Sell |
11,163
-122
| -1% | -$13.4K | 0.14% | 65 |
|
|
2023
Q3 | $1.21M | Sell |
11,285
-634
| -5% | -$72.1K | 0.16% | 58 |
|
|
2023
Q2 | $1.35M | Sell |
11,919
-255
| -2% | -$29K | 0.17% | 55 |
|
|
2023
Q1 | $1.43M | Sell |
12,174
-495
| -4% | -$59.9K | 0.19% | 50 |
|
|
2022
Q4 | $1.53M | Sell |
12,669
-6
| -0% | -$710 | 0.21% | 49 |
|
|
2022
Q3 | $1.36M | Sell |
12,675
-60
| -0.5% | -$7.19K | 0.22% | 48 |
|
|
2022
Q2 | $1.5M | Sell |
12,735
-3,053
| -19% | -$382K | 0.23% | 47 |
|
|
2022
Q1 | $2.02M | Buy |
15,788
+1,141
| +8% | +$143K | 0.3% | 40 |
|
|
2021
Q4 | $1.8M | Sell |
14,647
-614
| -4% | -$73.2K | 0.27% | 41 |
|
|
2021
Q3 | $1.75M | Buy |
15,261
+1,038
| +7% | +$121K | 0.27% | 39 |
|
|
2021
Q2 | $1.66M | Buy |
14,223
+901
| +7% | +$107K | 0.28% | 37 |
|
|
2021
Q1 | $1.52M | Sell |
13,322
-1,063
| -7% | -$112K | 0.64% | 34 |
|
|
2020
Q4 | $1.38M | Sell |
14,385
-327
| -2% | -$29.7K | 0.62% | 35 |
|
|
2020
Q3 | $1.2M | Sell |
14,712
-3,817
| -21% | -$318K | 0.47% | 48 |
|
|
2020
Q2 | $1.5M | Sell |
18,529
-405
| -2% | -$32.4K | 0.64% | 36 |
|
|
2020
Q1 | $1.39M | Sell |
18,934
-816
| -4% | -$78K | 0.69% | 34 |
|
|
2019
Q4 | $2.09M | Sell |
19,750
-523
| -3% | -$53.9K | 0.81% | 31 |
|
|
2019
Q3 | $2.07M | Sell |
20,273
-524
| -3% | -$52.3K | 0.92% | 24 |
|
|
2019
Q2 | $2.07M | Sell |
20,797
-5,633
| -21% | -$556K | 0.93% | 23 |
|
|
2019
Q1 | $2.6M | Sell |
26,430
-325
| -1% | -$31.1K | 1.14% | 18 |
|
|
2018
Q4 | $2.39M | Sell |
26,755
-2,724
| -9% | -$261K | 1.16% | 18 |
|
|
2018
Q3 | $2.94M | Sell |
29,479
-1,164
| -4% | -$117K | 1.23% | 18 |
|
|
2018
Q2 | $3M | Sell |
30,643
-596
| -2% | -$57.8K | 1.33% | 17 |
|
|
2018
Q1 | $2.97M | Sell |
31,239
-2,635
| -8% | -$257K | 1.38% | 17 |
|
|
2017
Q4 | $3.34M | Sell |
33,874
-259
| -0.8% | -$24.9K | 1.47% | 16 |
|
|
2017
Q3 | $3.2M | Sell |
34,133
-515
| -1% | -$47.6K | 1.56% | 16 |
|
|
2017
Q2 | $3.19M | Sell |
34,648
-135
| -0.4% | -$12.4K | 1.63% | 14 |
|
|
2017
Q1 | $3.17M | Sell |
34,783
-697
| -2% | -$63.1K | 1.65% | 13 |
|
|
2016
Q4 | $3.14M | Buy |
35,480
+849
| +2% | +$73.1K | 1.65% | 12 |
|
|
2016
Q3 | $2.97M | Sell |
34,631
-844
| -2% | -$72.9K | 1.61% | 12 |
|
|
2016
Q2 | $3.02M | Sell |
35,475
-669
| -2% | -$55.1K | 1.68% | 12 |
|
|
2016
Q1 | $2.95M | Sell |
36,144
-352
| -1% | -$26.9K | 1.64% | 12 |
|
|
2015
Q4 | $2.74M | Buy |
36,496
+4,452
| +14% | +$338K | 1.53% | 12 |
|
|
2015
Q3 | $2.33M | Sell |
32,044
-2,172
| -6% | -$162K | 1.4% | 14 |
|
|
2015
Q2 | $2.57M | Sell |
34,216
-175
| -0.5% | -$13.7K | 1.47% | 13 |
|
|
2015
Q1 | $2.68M | Sell |
34,391
-284
| -0.8% | -$22.5K | 1.68% | 12 |
|
|
2014
Q4 | $2.75M | Sell |
34,675
-552
| -2% | -$42.6K | 1.7% | 12 |
|
|
2014
Q3 | $2.6M | Sell |
35,227
-517
| -1% | -$39K | 1.64% | 11 |
|
|
2014
Q2 | $2.75M | Sell |
35,744
-1,142
| -3% | -$85.3K | 1.66% | 12 |
|
|
2014
Q1 | $2.7M | Sell |
36,886
-156
| -0.4% | -$11.1K | 1.76% | 11 |
|
|
2013
Q4 | $2.64M | Sell |
37,042
-888
| -2% | -$61.8K | 1.66% | 11 |
|
|
2013
Q3 | $2.52M | Sell |
37,930
-383
| -1% | -$25.5K | 1.91% | 9 |
|
|
2013
Q2 | $2.45M | Buy |
+38,313
| New | +$2.48M | 1.86% | 11 |
|
Other funds holding DVY
HCM
NCM
MP
PAG
HWM
TCI Wealth Advisors's DVY Position: Q2 2026 in Review
TCI Wealth Advisors reduced its iShares Select Dividend ETF (DVY) stake by 1.3% in Q2 2026, selling an estimated $16.9K and leaving 8,164 shares worth $1.28M. The position accounts for 0.06% of the portfolio, ranked #96.
TCI Wealth Advisors first reported a position in DVY in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.34M in Q4 2017. 729 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- TCI Wealth Advisors held 8,164 shares of iShares Select Dividend ETF worth $1.28M as of Q2 2026.
- TCI Wealth Advisors sold 110 iShares Select Dividend ETF shares in Q2 2026, an estimated $16.9K.
- iShares Select Dividend ETF made up 0.06% of TCI Wealth Advisors's portfolio in Q2 2026, its #96 holding.
- TCI Wealth Advisors first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 53 quarters since.
- TCI Wealth Advisors's iShares Select Dividend ETF position peaked at $3.34M in Q4 2017.
- 729 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.