RAFFA WEALTH MANAGEMENT, LLC’s iShares Select Dividend ETF DVY Stock Holding History

RAFFA WEALTH MANAGEMENT, 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	$161K	Hold	1,027	–	–	0.02%	101
2026 Q1	$156K	Buy	1,027 +7	+0.7%	+$1.06K	0.02%	100
2025 Q4	$144K	Buy	1,020 +12	+1%	+$1.7K	0.02%	105
2025 Q3	$143K	Buy	1,008 +9	+0.9%	+$1.25K	0.03%	98
2025 Q2	$133K	Buy	999 +9	+0.9%	+$1.17K	0.03%	106
2025 Q1	$133K	Buy	990 +8	+0.8%	+$1.07K	0.03%	97
2024 Q4	$129K	Buy	982 +10	+1%	+$1.36K	0.03%	99
2024 Q3	$131K	Buy	972 +11	+1%	+$1.42K	0.03%	95
2024 Q2	$116K	Buy	961 +7	+0.7%	+$850	0.03%	129
2024 Q1	$117K	Buy	954 +8	+0.8%	+$937	0.04%	127
2023 Q4	$111K	Buy	946 +22	+2%	+$2.42K	0.03%	94
2023 Q3	$99.4K	Hold	924	–	–	0.03%	91
2023 Q2	$105K	Buy	924 +7	+0.8%	+$797	0.04%	90
2023 Q1	$107K	Buy	917 +8	+0.9%	+$968	0.04%	93
2022 Q4	$110K	Buy	909 +19	+2%	+$2.25K	0.04%	78
2022 Q3	$95.5K	Hold	890	–	–	0.04%	87
2022 Q2	$105K	Buy	890 +6	+0.7%	+$751	0.05%	88
2022 Q1	$113K	Buy	884 +6	+0.7%	+$750	0.04%	81
2021 Q4	$108K	Buy	878 +14	+2%	+$1.67K	0.04%	90
2021 Q3	$99.1K	Hold	864	–	–	0.03%	75
2021 Q2	$101K	Buy	864 +7	+0.8%	+$832	0.03%	78
2021 Q1	$97.7K	Hold	857	–	–	0.03%	98
2020 Q4	$82.4K	Hold	857	–	–	0.03%	97
2020 Q3	$69.8K	Hold	857	–	–	0.03%	98
2020 Q2	$69.1K	Hold	857	–	–	0.03%	96
2020 Q1	$63K	Hold	857	–	–	0.02%	93
2019 Q4	$90.5K	Buy	857 +16	+2%	+$1.65K	0.03%	98
2019 Q3	$85.8K	Buy	+841	New	+$83.9K	0.03%	96
2019 Q2	–	Sell	-834	Closed	-$81.9K	–	918
2019 Q1	$81.9K	Buy	834 +7	+0.8%	+$670	0.03%	90
2018 Q4	$73.8K	Buy	827 +14	+2%	+$1.34K	0.03%	106
2018 Q3	$81.1K	Buy	813 +7	+0.9%	+$702	0.03%	110
2018 Q2	$78.8K	Hold	806	–	–	0.03%	100
2018 Q1	$76.7K	Buy	806 +7	+0.9%	+$684	0.03%	95
2017 Q4	$78.8K	Buy	799 +12	+2%	+$1.16K	0.03%	97
2017 Q3	$73.7K	Buy	787 +6	+0.8%	+$555	0.03%	103
2017 Q2	$72K	Hold	781	–	–	0.03%	103
2017 Q1	$71.1K	Buy	781 +6	+0.8%	+$543	0.03%	79
2016 Q4	$68.6K	Buy	775 +12	+2%	+$1.03K	0.04%	79
2016 Q3	$65.3K	Hold	763	–	–	0.04%	77
2016 Q2	$65K	Buy	763 +7	+0.9%	+$577	0.04%	70
2016 Q1	$61.8K	Buy	756 +12	+2%	+$916	0.04%	83
2015 Q4	$55.9K	Buy	744 +7	+0.9%	+$532	0.03%	75
2015 Q3	$53.6K	Buy	737 +6	+0.8%	+$448	0.03%	81
2015 Q2	$54.9K	Buy	731 +6	+0.8%	+$469	0.03%	81
2015 Q1	$56.5K	Buy	725 +6	+0.8%	+$475	0.03%	70
2014 Q4	$57.1K	Buy	719 +5	+0.7%	+$386	0.03%	70
2014 Q3	$52.7K	Buy	714 +6	+0.8%	+$452	0.04%	75
2014 Q2	$54.5K	Buy	708 +5	+0.7%	+$374	0.04%	72
2014 Q1	$51.5K	Sell	703 -16	-2%	-$1.14K	0.04%	79
2013 Q4	$57.1K	Buy	+719	New	+$50K	0.03%	70

Other funds holding DVY

NCM

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

PAG

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

RAFFA WEALTH MANAGEMENT, LLC's DVY Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,027 shares worth $161K. The position accounts for 0.02% of the portfolio, ranked #101.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DVY in Q4 2013 and has held it in 50 quarters since. 550 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1,027 shares of iShares Select Dividend ETF worth $161K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.02% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #101 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Select Dividend ETF in Q4 2013 and has held it in 50 quarters since.
550 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.