W Advisors LLC’s iShares Select Dividend ETF DVY Stock Holding History

W Advisors LLC’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	$970K	Hold	6,207	–	–	0.44%	51
2026 Q1	$940K	Hold	6,207	–	–	0.48%	48
2025 Q4	$876K	Hold	6,207	–	–	0.44%	51
2025 Q3	$882K	Hold	6,207	–	–	0.46%	48
2025 Q2	$824K	Hold	6,207	–	–	0.47%	48
2025 Q1	$834K	Hold	6,207	–	–	0.52%	46
2024 Q4	$815K	Hold	6,207	–	–	0.5%	47
2024 Q3	$838K	Hold	6,207	–	–	0.52%	44
2024 Q2	$751K	Sell	6,207 -236	-4%	-$28.6K	0.49%	46
2024 Q1	$794K	Hold	6,443	–	–	0.54%	45
2023 Q4	$755K	Hold	6,443	–	–	0.56%	42
2023 Q3	$694K	Hold	6,443	–	–	0.57%	45
2023 Q2	$730K	Hold	6,443	–	–	0.57%	45
2023 Q1	$755K	Sell	6,443 -1,326	-17%	-$160K	0.62%	42
2022 Q4	$937K	Hold	7,769	–	–	0.78%	35
2022 Q3	$833K	Buy	7,769 +24	+0.3%	+$2.88K	0.78%	35
2022 Q2	$911K	Sell	7,745 -12	-0.2%	-$1.5K	0.79%	29
2022 Q1	$994K	Sell	7,757 -36	-0.5%	-$4.5K	0.75%	34
2021 Q4	$955K	Buy	+7,793	New	+$929K	0.71%	31

Other funds holding DVY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

NCM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

W Advisors LLC's DVY Position: Q2 2026 in Review

W Advisors LLC held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 6,207 shares worth $970K. The position accounts for 0.44% of the portfolio, ranked #51.

W Advisors LLC first reported a position in DVY in Q4 2021 and has held it in 19 quarters since. The position peaked at $994K in Q1 2022. 714 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

W Advisors LLC held 6,207 shares of iShares Select Dividend ETF worth $970K as of Q2 2026.
W Advisors LLC left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.44% of W Advisors LLC's portfolio in Q2 2026, its #51 holding.
W Advisors LLC first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 19 quarters since.
W Advisors LLC's iShares Select Dividend ETF position peaked at $994K in Q1 2022.
714 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.