Wealthquest’s iShares Select Dividend ETF DVY Stock Holding History

Wealthquest’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	$206K	Buy	+1,315	New	+$202K	0.01%	170
2022 Q2	–	Sell	-1,825	Closed	-$223K	–	129
2022 Q1	$223K	Hold	1,825	–	–	0.03%	135
2021 Q4	$223K	Hold	1,825	–	–	0.03%	135
2021 Q3	$209K	Hold	1,825	–	–	0.04%	129
2021 Q2	$212K	Hold	1,825	–	–	0.04%	136
2021 Q1	$208K	Buy	+1,825	New	+$193K	0.04%	134
2019 Q4	$250K	Hold	2,367	–	–	0.07%	115
2019 Q3	$241K	Buy	+2,367	New	+$236K	0.08%	117
2019 Q2	–	Sell	-2,511	Closed	-$246K	–	130
2019 Q1	$246K	Hold	2,511	–	–	0.09%	112
2018 Q4	$224K	Buy	+2,511	New	+$241K	0.09%	115

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

Wealthquest's DVY Position: Q2 2026 in Review

Wealthquest opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 1,315 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #170 among its holdings. This is a return to the name: Wealthquest previously reported a position in DVY as recently as Q1 2022.

Wealthquest first reported a position in DVY in Q4 2018 and has held it in 10 quarters since. The position peaked at $250K in Q4 2019. 432 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Wealthquest held 1,315 shares of iShares Select Dividend ETF worth $206K as of Q2 2026.
iShares Select Dividend ETF was a new Wealthquest position in Q2 2026.
iShares Select Dividend ETF made up 0.01% of Wealthquest's portfolio in Q2 2026, its #170 holding.
Wealthquest first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 10 quarters since.
Wealthquest's iShares Select Dividend ETF position peaked at $250K in Q4 2019.
432 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.