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

Wealth Enhancement Advisory Services’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	$24.3M	Sell	160,088 -3,199	-2%	-$492K	0.04%	384
2026 Q1	$23.6M	Sell	163,287 -48,846	-23%	-$7.38M	0.05%	352
2025 Q4	$30.8M	Buy	212,133 +4,893	+2%	+$691K	0.04%	363
2025 Q3	$29.5M	Sell	207,240 -1,925	-0.9%	-$267K	0.04%	345
2025 Q2	$28.6M	Buy	209,165 +8,918	+4%	+$1.15M	0.05%	331
2025 Q1	$26.9M	Buy	200,247 +9,632	+5%	+$1.29M	0.05%	328
2024 Q4	$25M	Buy	190,615 +37,350	+24%	+$5.09M	0.05%	325
2024 Q3	$20.7M	Sell	153,265 -3,164	-2%	-$409K	0.04%	344
2024 Q2	$18.9M	Sell	156,429 -3,477	-2%	-$422K	0.05%	340
2024 Q1	$19.7M	Buy	159,906 +3,579	+2%	+$419K	0.05%	326
2023 Q4	$18.3M	Sell	156,327 -10,488	-6%	-$1.15M	0.05%	317
2023 Q3	$18M	Buy	166,815 +162,924	+4,187%	+$18.5M	0.06%	299
2023 Q2	$441K	Buy	3,891 +841	+28%	+$95.8K	﹤0.01%	370
2023 Q1	$357K	Buy	3,050 +1,187	+64%	+$144K	﹤0.01%	422
2022 Q4	$231K	Hold	1,863	–	–	﹤0.01%	305
2022 Q3	$202K	Hold	1,863	–	–	﹤0.01%	316
2022 Q2	$220K	Hold	1,863	–	–	﹤0.01%	318
2022 Q1	$239K	Sell	1,863 -281	-13%	-$35.1K	﹤0.01%	298
2021 Q4	$265K	Buy	2,144 +281	+15%	+$33.5K	﹤0.01%	278
2021 Q3	$223K	Hold	1,863	–	–	﹤0.01%	280
2021 Q2	$216K	Hold	1,863	–	–	﹤0.01%	262
2021 Q1	$216K	Buy	+1,863	New	+$197K	﹤0.01%	257

Other funds holding DVY

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 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

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Wealth Enhancement Advisory Services's DVY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Select Dividend ETF (DVY) stake by 2% in Q2 2026, selling an estimated $492K and leaving 160,088 shares worth $24.3M. The position accounts for 0.04% of the portfolio, ranked #384.

Wealth Enhancement Advisory Services first reported a position in DVY in Q1 2021 and has held it in 22 quarters since. The position peaked at $30.8M in Q4 2025. 263 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Wealth Enhancement Advisory Services held 160,088 shares of iShares Select Dividend ETF worth $24.3M as of Q2 2026.
Wealth Enhancement Advisory Services sold 3,199 iShares Select Dividend ETF shares in Q2 2026, an estimated $492K.
iShares Select Dividend ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #384 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Select Dividend ETF in Q1 2021 and has held it in 22 quarters since.
Wealth Enhancement Advisory Services's iShares Select Dividend ETF position peaked at $30.8M in Q4 2025.
263 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.