VSM Wealth Advisory’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
VSM Wealth Advisory's DVY Position: Q2 2026 in Review
VSM Wealth Advisory increased its iShares Select Dividend ETF (DVY) stake by 0.6% in Q2 2026, buying an estimated $616 and bringing the position to 673 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #156.
VSM Wealth Advisory first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- VSM Wealth Advisory held 673 shares of iShares Select Dividend ETF worth $105K as of Q2 2026.
- VSM Wealth Advisory bought 4 iShares Select Dividend ETF shares in Q2 2026, an estimated $616.
- iShares Select Dividend ETF made up 0.03% of VSM Wealth Advisory's portfolio in Q2 2026, its #156 holding.
- VSM Wealth Advisory first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.