Valley National Advisers’s iShares Select Dividend ETF DVY Stock Holding History

Valley National Advisers’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	$367K	Buy	2,350 +369	+19%	+$56.8K	0.04%	204
2026 Q1	$299K	Hold	1,981	–	–	0.04%	212
2025 Q4	$279K	Buy	1,981 +1,782	+895%	+$252K	0.04%	210
2025 Q3	$28K	Sell	199 -1,690	-89%	-$234K	﹤0.01%	439
2025 Q2	$250K	Hold	1,889	–	–	0.04%	215
2025 Q1	$253K	Hold	1,889	–	–	0.05%	211
2024 Q4	$248K	Sell	1,889 -50	-3%	-$6.81K	0.04%	207
2024 Q3	$261K	Hold	1,939	–	–	0.05%	209
2024 Q2	$234K	Sell	1,939 -756	-28%	-$91.8K	0.03%	224
2024 Q1	$331K	Sell	2,695 -875	-25%	-$102K	0.05%	199
2023 Q4	$418K	Hold	3,570	–	–	0.07%	177
2023 Q3	$384K	Sell	3,570 -165	-4%	-$18.8K	0.07%	186
2023 Q2	$424K	Hold	3,735	–	–	0.07%	186
2023 Q1	$441K	Sell	3,735 -80	-2%	-$9.68K	0.08%	178
2022 Q4	$477K	Sell	3,815 -325	-8%	-$38.5K	0.09%	172
2022 Q3	$465K	Hold	4,140	–	–	0.1%	169
2022 Q2	$490K	Hold	4,140	–	–	0.1%	160
2022 Q1	$530K	Hold	4,140	–	–	0.1%	163
2021 Q4	$508K	Sell	4,140 -100	-2%	-$11.9K	0.09%	162
2021 Q3	$486K	Sell	4,240 -100	-2%	-$11.7K	0.09%	158
2021 Q2	$506K	Hold	4,340	–	–	0.09%	152
2021 Q1	$495K	Hold	4,340	–	–	0.1%	148
2020 Q4	$417K	Hold	4,340	–	–	0.09%	146
2020 Q3	$354K	Hold	4,340	–	–	0.08%	146
2020 Q2	$350K	Hold	4,340	–	–	0.08%	145
2020 Q1	$319K	Hold	4,340	–	–	0.09%	136
2019 Q4	$459K	Hold	4,340	–	–	0.11%	130
2019 Q3	$442K	Sell	4,340 -150	-3%	-$15K	0.12%	126
2019 Q2	$447K	Hold	4,490	–	–	0.12%	124
2019 Q1	$441K	Hold	4,490	–	–	0.13%	119
2018 Q4	$401K	Hold	4,490	–	–	0.13%	121
2018 Q3	$448K	Hold	4,490	–	–	0.16%	121
2018 Q2	$439K	Hold	4,490	–	–	0.17%	116
2018 Q1	$427K	Sell	4,490 -10	-0.2%	-$976	0.16%	114
2017 Q4	$444K	Hold	4,500	–	–	0.15%	111
2017 Q3	$421K	Sell	4,500 -361	-7%	-$33.4K	0.14%	107
2017 Q2	$448K	Hold	4,861	–	–	0.16%	95
2017 Q1	$443K	Sell	4,861 -50	-1%	-$4.53K	0.17%	95
2016 Q4	$435K	Hold	4,911	–	–	0.2%	102
2016 Q3	$421K	Sell	4,911 -9,920	-67%	-$856K	0.22%	104
2016 Q2	$1.26M	Sell	14,831 -360	-2%	-$29.7K	0.66%	47
2016 Q1	$1.24M	Hold	15,191	–	–	0.67%	46
2015 Q4	$1.14M	Buy	15,191 +361	+2%	+$27.4K	0.67%	48
2015 Q3	$1.08M	Hold	14,830	–	–	0.65%	50
2015 Q2	$1.11M	Buy	14,830 +30	+0.2%	+$2.34K	0.63%	50
2015 Q1	$1.15M	Buy	14,800 +7,110	+92%	+$562K	0.68%	47
2014 Q4	$549K	Buy	+7,690	New	+$594K	0.41%	60

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valley National Advisers's DVY Position: Q2 2026 in Review

Valley National Advisers increased its iShares Select Dividend ETF (DVY) stake by 19% in Q2 2026, buying an estimated $56.8K and bringing the position to 2,350 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #204.

Valley National Advisers first reported a position in DVY in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.26M in Q2 2016. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Valley National Advisers held 2,350 shares of iShares Select Dividend ETF worth $367K as of Q2 2026.
Valley National Advisers bought 369 iShares Select Dividend ETF shares in Q2 2026, an estimated $56.8K.
iShares Select Dividend ETF made up 0.04% of Valley National Advisers's portfolio in Q2 2026, its #204 holding.
Valley National Advisers first reported a position in iShares Select Dividend ETF in Q4 2014 and has held it in 47 quarters since.
Valley National Advisers's iShares Select Dividend ETF position peaked at $1.26M in Q2 2016.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.