Wealth Advisory Solutions’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$271K Buy
1,793
+145
+9% +$21.9K 0.06% 113
2025
Q4
$233K Hold
1,648
0.05% 127
2025
Q3
$234K Hold
1,648
0.06% 129
2025
Q2
$219K Buy
1,648
+44
+3% +$5.7K 0.06% 134
2025
Q1
$215K Sell
1,604
-25
-2% -$3.35K 0.06% 132
2024
Q4
$214K Buy
1,629
+35
+2% +$4.77K 0.06% 120
2024
Q3
$215K Sell
1,594
-350
-18% -$45.3K 0.06% 119
2024
Q2
$235K Buy
1,944
+250
+15% +$30.3K 0.06% 111
2024
Q1
$209K Buy
+1,694
New +$198K 0.05% 120

Other funds holding DVY

Wealth Advisory Solutions's DVY Position: Q1 2026 in Review

Wealth Advisory Solutions increased its iShares Select Dividend ETF (DVY) stake by 8.8% in Q1 2026, buying an estimated $21.9K and bringing the position to 1,793 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #113.

Wealth Advisory Solutions first reported a position in DVY in Q1 2024 and has held it in 9 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Wealth Advisory Solutions held 1,793 shares of iShares Select Dividend ETF worth $271K as of Q1 2026.
  • Wealth Advisory Solutions bought 145 iShares Select Dividend ETF shares in Q1 2026, an estimated $21.9K.
  • iShares Select Dividend ETF made up 0.06% of Wealth Advisory Solutions's portfolio in Q1 2026, its #113 holding.
  • Wealth Advisory Solutions first reported a position in iShares Select Dividend ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.