Toth Financial Advisory’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 | $36.7K | Hold |
235
| – | – | ﹤0.01% | 421 |
|
|
2026
Q1 | $35.6K | Hold |
235
| – | – | ﹤0.01% | 405 |
|
|
2025
Q4 | $33.2K | Hold |
235
| – | – | ﹤0.01% | 412 |
|
|
2025
Q3 | $33.4K | Hold |
235
| – | – | ﹤0.01% | 409 |
|
|
2025
Q2 | $31.2K | Hold |
235
| – | – | ﹤0.01% | 378 |
|
|
2025
Q1 | $31.6K | Hold |
235
| – | – | ﹤0.01% | 343 |
|
|
2024
Q4 | $30.9K | Hold |
235
| – | – | ﹤0.01% | 351 |
|
|
2024
Q3 | $31.7K | Hold |
235
| – | – | ﹤0.01% | 336 |
|
|
2024
Q2 | $28.4K | Hold |
235
| – | – | ﹤0.01% | 358 |
|
|
2024
Q1 | $28.9K | Sell |
235
-76
| -24% | -$8.9K | ﹤0.01% | 355 |
|
|
2023
Q4 | $36.5K | Hold |
311
| – | – | ﹤0.01% | 322 |
|
|
2023
Q3 | $33.5K | Hold |
311
| – | – | 0.01% | 308 |
|
|
2023
Q2 | $35.3K | Buy |
311
+2
| +0.6% | +$228 | 0.01% | 311 |
|
|
2023
Q1 | $36.2K | Buy |
309
+2
| +0.7% | +$242 | 0.01% | 309 |
|
|
2022
Q4 | $37K | Buy |
307
+7
| +2% | +$828 | 0.01% | 311 |
|
|
2022
Q3 | $32K | Hold |
300
| – | – | 0.01% | 321 |
|
|
2022
Q2 | $35K | Buy |
300
+2
| +0.7% | +$250 | 0.01% | 308 |
|
|
2022
Q1 | $38K | Buy |
298
+2
| +0.7% | +$250 | 0.01% | 312 |
|
|
2021
Q4 | $36K | Buy |
296
+5
| +2% | +$596 | ﹤0.01% | 323 |
|
|
2021
Q3 | $33K | Hold |
291
| – | – | 0.01% | 344 |
|
|
2021
Q2 | $34K | Buy |
291
+5
| +2% | +$595 | 0.01% | 311 |
|
|
2021
Q1 | $33K | Hold |
286
| – | – | 0.01% | 321 |
|
|
2020
Q4 | $28K | Buy |
286
+2
| +0.7% | +$182 | ﹤0.01% | 302 |
|
|
2020
Q3 | $23K | Buy |
284
+3
| +1% | +$250 | ﹤0.01% | 295 |
|
|
2020
Q2 | $23K | Buy |
281
+7
| +3% | +$559 | 0.01% | 272 |
|
|
2020
Q1 | $20K | Hold |
274
| – | – | 0.01% | 229 |
|
|
2019
Q4 | $29K | Buy |
274
+5
| +2% | +$515 | 0.01% | 235 |
|
|
2019
Q3 | $27K | Hold |
269
| – | – | 0.01% | 255 |
|
|
2019
Q2 | $27K | Buy |
269
+2
| +0.7% | +$197 | 0.01% | 252 |
|
|
2019
Q1 | $26K | Buy |
267
+2
| +0.8% | +$192 | 0.01% | 244 |
|
|
2018
Q4 | $24K | Buy |
265
+5
| +2% | +$479 | 0.01% | 225 |
|
|
2018
Q3 | $26K | Buy |
260
+2
| +0.8% | +$201 | 0.01% | 242 |
|
|
2018
Q2 | $25K | Hold |
258
| – | – | 0.01% | 252 |
|
|
2018
Q1 | $25K | Buy |
258
+2
| +0.8% | +$195 | 0.01% | 253 |
|
|
2017
Q4 | $25K | Buy |
+256
| New | +$24.6K | 0.01% | 260 |
|
Other funds holding DVY
Toth Financial Advisory's DVY Position: Q2 2026 in Review
Toth Financial Advisory held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 235 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #421.
Toth Financial Advisory first reported a position in DVY in Q4 2017 and has held it in 35 quarters since. The position peaked at $38K in Q1 2022. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Toth Financial Advisory held 235 shares of iShares Select Dividend ETF worth $36.7K as of Q2 2026.
- Toth Financial Advisory left its iShares Select Dividend ETF share count unchanged in Q2 2026.
- iShares Select Dividend ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #421 holding.
- Toth Financial Advisory first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 35 quarters since.
- Toth Financial Advisory's iShares Select Dividend ETF position peaked at $38K in Q1 2022.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.