Wealthcare Advisory Partners’s iShares Select Dividend ETF DVY Stock Holding History

Wealthcare Advisory Partners’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	$3.94M	Sell	25,192 -4,949	-16%	-$762K	0.07%	217
2026 Q1	$4.56M	Buy	30,141 +2,834	+10%	+$428K	0.09%	192
2025 Q4	$3.85M	Buy	27,307 +18	+0.1%	+$2.54K	0.08%	218
2025 Q3	$3.88M	Buy	27,289 +869	+3%	+$120K	0.08%	206
2025 Q2	$3.51M	Sell	26,420 -1,058	-4%	-$137K	0.08%	204
2025 Q1	$3.69M	Sell	27,478 -89	-0.3%	-$11.9K	0.1%	179
2024 Q4	$3.62M	Buy	27,567 +1,014	+4%	+$138K	0.1%	170
2024 Q3	$3.59M	Buy	26,553 +2,937	+12%	+$380K	0.1%	176
2024 Q2	$2.86M	Buy	23,616 +1,855	+9%	+$225K	0.09%	185
2024 Q1	$2.68M	Buy	21,761 +3,403	+19%	+$399K	0.09%	192
2023 Q4	$2.15M	Buy	18,358 +573	+3%	+$63K	0.09%	186
2023 Q3	$1.91M	Buy	17,785 +973	+6%	+$111K	0.09%	180
2023 Q2	$1.9M	Buy	16,812 +496	+3%	+$56.5K	0.09%	185
2023 Q1	$1.91M	Buy	16,316 +1,273	+8%	+$154K	0.08%	185
2022 Q4	$1.81M	Buy	15,043 +2,131	+17%	+$252K	0.09%	174
2022 Q3	$1.38M	Buy	12,912 +408	+3%	+$48.9K	0.08%	188
2022 Q2	$1.47M	Buy	12,504 +101	+0.8%	+$12.6K	0.09%	149
2022 Q1	$1.59M	Buy	12,403 +437	+4%	+$54.6K	0.1%	126
2021 Q4	$1.47M	Buy	11,966 +1,846	+18%	+$220K	0.09%	138
2021 Q3	$1.16M	Buy	10,120 +1,918	+23%	+$224K	0.08%	166
2021 Q2	$956K	Buy	8,202 +3,059	+59%	+$364K	0.06%	206
2021 Q1	$587K	Buy	5,143 +524	+11%	+$55.4K	0.04%	261
2020 Q4	$444K	Sell	4,619 -408	-8%	-$37K	0.04%	250
2020 Q3	$410K	Sell	5,027 -213	-4%	-$17.8K	0.05%	229
2020 Q2	$423K	Sell	5,240 -185	-3%	-$14.8K	0.05%	197
2020 Q1	$399K	Buy	5,425 +280	+5%	+$26.8K	0.06%	182
2019 Q4	$544K	Buy	5,145 +20	+0.4%	+$2.06K	0.07%	169
2019 Q3	$522K	Hold	5,125	–	–	0.08%	146
2019 Q2	$510K	Hold	5,125	–	–	0.08%	142
2019 Q1	$503K	Buy	5,125 +197	+4%	+$18.9K	0.09%	134
2018 Q4	$440K	Buy	4,928 +16	+0.3%	+$1.53K	0.09%	126
2018 Q3	$490K	Hold	4,912	–	–	0.09%	120
2018 Q2	$480K	Buy	4,912 +1,015	+26%	+$98.5K	0.09%	126
2018 Q1	$371K	Buy	3,897 +85	+2%	+$8.3K	0.08%	131
2017 Q4	$376K	Sell	3,812 -274	-7%	-$26.4K	0.1%	116
2017 Q3	$383K	Buy	+4,086	New	+$378K	0.11%	101

Other funds holding DVY

NCM

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

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

ONB

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

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Wealthcare Advisory Partners's DVY Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares Select Dividend ETF (DVY) stake by 16% in Q2 2026, selling an estimated $762K and leaving 25,192 shares worth $3.94M. The position accounts for 0.07% of the portfolio, ranked #217.

Wealthcare Advisory Partners first reported a position in DVY in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.56M in Q1 2026. 429 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Wealthcare Advisory Partners held 25,192 shares of iShares Select Dividend ETF worth $3.94M as of Q2 2026.
Wealthcare Advisory Partners sold 4,949 iShares Select Dividend ETF shares in Q2 2026, an estimated $762K.
iShares Select Dividend ETF made up 0.07% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #217 holding.
Wealthcare Advisory Partners first reported a position in iShares Select Dividend ETF in Q3 2017 and has held it in 36 quarters since.
Wealthcare Advisory Partners's iShares Select Dividend ETF position peaked at $4.56M in Q1 2026.
429 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.