Verus Financial Partners’s iShares Select Dividend ETF DVY Stock Holding History

Verus Financial Partners’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	$6.92M	Sell	44,284 -1,524	-3%	-$235K	0.59%	20
2026 Q1	$7M	Sell	45,808 -8,386	-15%	-$1.27M	0.63%	20
2025 Q4	$8.07M	Sell	54,194 -2,776	-5%	-$392K	0.74%	19
2025 Q3	$8.1M	Sell	56,970 -1,351	-2%	-$187K	0.78%	18
2025 Q2	$7.93M	Buy	58,321 +136	+0.2%	+$17.6K	0.81%	18
2025 Q1	$7.32M	Sell	58,185 -1,708	-3%	-$229K	0.84%	17
2024 Q4	$7.7M	Sell	59,893 -2,940	-5%	-$401K	0.86%	17
2024 Q3	$8.46M	Sell	62,833 -2,073	-3%	-$268K	0.93%	16
2024 Q2	$7.85M	Sell	64,906 -9,885	-13%	-$1.2M	0.91%	17
2024 Q1	$9.21M	Sell	74,791 -3,291	-4%	-$385K	1.08%	16
2023 Q4	$9.11M	Sell	78,082 -7,707	-9%	-$848K	1.13%	16
2023 Q3	$9.15M	Sell	85,789 -58,033	-40%	-$6.6M	1.19%	16
2023 Q2	$16.9M	Sell	143,822 -48,512	-25%	-$5.53M	2.13%	14
2023 Q1	$21.5M	Sell	192,334 -14,161	-7%	-$1.71M	2.93%	12
2022 Q4	$25.9M	Sell	206,495 -23,245	-10%	-$2.75M	3.57%	10
2022 Q3	$25.8M	Buy	229,740 +785	+0.3%	+$94.1K	3.91%	10
2022 Q2	$27M	Buy	228,955 +4,022	+2%	+$503K	3.87%	10
2022 Q1	$28.8M	Sell	224,933 -6,882	-3%	-$860K	4.09%	9
2021 Q4	$28.4M	Buy	231,815 +3,482	+2%	+$415K	3.76%	10
2021 Q3	$27M	Sell	228,333 -799	-0.3%	-$93.4K	4.04%	9
2021 Q2	$26.2M	Buy	229,132 +5,473	+2%	+$651K	3.99%	9
2021 Q1	$25.9M	Buy	223,659 +8,582	+4%	+$907K	4.1%	9
2020 Q4	$20.7M	Buy	+215,077	New	+$19.5M	3.54%	9
2020 Q3	–	Sell	-98,666	Closed	-$7.96M	–	185
2020 Q2	$7.96M	Buy	98,666 +10,977	+13%	+$877K	1.72%	9
2020 Q1	$6.45M	Buy	87,689 +74,270	+553%	+$7.1M	1.97%	8
2019 Q4	$1.42M	Buy	+13,419	New	+$1.38M	0.43%	19

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

Verus Financial Partners's DVY Position: Q2 2026 in Review

Verus Financial Partners reduced its iShares Select Dividend ETF (DVY) stake by 3.3% in Q2 2026, selling an estimated $235K and leaving 44,284 shares worth $6.92M. The position accounts for 0.59% of the portfolio, ranked #20.

Verus Financial Partners first reported a position in DVY in Q4 2019 and has held it in 26 quarters since. The position peaked at $28.8M in Q1 2022. 441 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Verus Financial Partners held 44,284 shares of iShares Select Dividend ETF worth $6.92M as of Q2 2026.
Verus Financial Partners sold 1,524 iShares Select Dividend ETF shares in Q2 2026, an estimated $235K.
iShares Select Dividend ETF made up 0.59% of Verus Financial Partners's portfolio in Q2 2026, its #20 holding.
Verus Financial Partners first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 26 quarters since.
Verus Financial Partners's iShares Select Dividend ETF position peaked at $28.8M in Q1 2022.
441 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.