United Asset Strategies’s iShares Select Dividend ETF DVY Stock Holding History

United Asset Strategies’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	$249K	Hold	1,592	–	–	0.02%	247
2026 Q1	$241K	Hold	1,592	–	–	0.02%	240
2025 Q4	$225K	Hold	1,592	–	–	0.02%	251
2025 Q3	$226K	Hold	1,592	–	–	0.02%	242
2025 Q2	$211K	Hold	1,592	–	–	0.02%	234
2025 Q1	$214K	Hold	1,592	–	–	0.02%	229
2024 Q4	$209K	Sell	1,592 -73	-4%	-$9.95K	0.02%	226
2024 Q3	$225K	Hold	1,665	–	–	0.02%	226
2024 Q2	$201K	Hold	1,665	–	–	0.02%	221
2024 Q1	$205K	Buy	+1,665	New	+$195K	0.02%	227
2023 Q1	–	Sell	-1,665	Closed	-$201K	–	229
2022 Q4	$201K	Buy	+1,665	New	+$197K	0.03%	216
2022 Q2	–	Sell	-1,665	Closed	-$213K	–	214
2022 Q1	$213K	Hold	1,665	–	–	0.03%	194
2021 Q4	$204K	Buy	+1,665	New	+$198K	0.02%	198
2021 Q3	–	Sell	-1,770	Closed	-$206K	–	213
2021 Q2	$206K	Sell	1,770 -20	-1%	-$2.38K	0.03%	194
2021 Q1	$204K	Buy	+1,790	New	+$189K	0.03%	197

Other funds holding DVY

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

United Asset Strategies's DVY Position: Q2 2026 in Review

United Asset Strategies held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,592 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #247.

United Asset Strategies first reported a position in DVY in Q1 2021 and has held it in 15 quarters since. 497 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

United Asset Strategies held 1,592 shares of iShares Select Dividend ETF worth $249K as of Q2 2026.
United Asset Strategies left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.02% of United Asset Strategies's portfolio in Q2 2026, its #247 holding.
United Asset Strategies first reported a position in iShares Select Dividend ETF in Q1 2021 and has held it in 15 quarters since.
497 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.