Welch Group’s iShares Select Dividend ETF DVY Stock Holding History

Welch Group’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	$833K	Buy	5,332 +665	+14%	+$102K	0.03%	142
2026 Q1	$707K	Sell	4,667 -9,291	-67%	-$1.4M	0.03%	146
2025 Q4	$1.97M	Buy	13,958 +9,296	+199%	+$1.31M	0.08%	83
2025 Q3	$662K	Buy	4,662 +203	+5%	+$28.1K	0.03%	139
2025 Q2	$592K	Buy	4,459 +1,200	+37%	+$155K	0.02%	138
2025 Q1	$433K	Sell	3,259 -2,255	-41%	-$302K	0.02%	159
2024 Q4	$722K	Buy	5,514 +2,260	+69%	+$308K	0.03%	120
2024 Q3	$440K	Buy	3,254 +3	+0.1%	+$388	0.02%	159
2024 Q2	$393K	Buy	3,251 +2	+0.1%	+$243	0.02%	162
2024 Q1	$400K	Sell	3,249 -416	-11%	-$48.7K	0.02%	143
2023 Q4	$430K	Sell	3,665 -1,341	-27%	-$148K	0.02%	135
2023 Q3	$539K	Buy	5,006 +1,762	+54%	+$200K	0.03%	103
2023 Q2	$367K	Sell	3,244 -3,098	-49%	-$353K	0.02%	141
2023 Q1	$743K	Sell	6,342 -26,946	-81%	-$3.26M	0.04%	91
2022 Q4	$4.01M	Buy	+33,288	New	+$3.94M	0.23%	50
2022 Q3	–	Sell	-3,553	Closed	-$418K	–	185
2022 Q2	$418K	Buy	3,553 +316	+10%	+$39.6K	0.03%	114
2022 Q1	$415K	Buy	3,237 +2	+0.1%	+$250	0.02%	132
2021 Q4	$397K	Buy	3,235 +4	+0.1%	+$477	0.02%	142
2021 Q3	$371K	Hold	3,231	–	–	0.03%	127
2021 Q2	$377K	Buy	3,231 +4	+0.1%	+$476	0.03%	124
2021 Q1	$368K	Hold	3,227	–	–	0.03%	123
2020 Q4	$310K	Sell	3,227 -36	-1%	-$3.27K	0.02%	118
2020 Q3	$266K	Buy	3,263 +2	+0.1%	+$167	0.02%	120
2020 Q2	$263K	Buy	3,261 +5	+0.2%	+$399	0.02%	113
2020 Q1	$239K	Buy	3,256 +218	+7%	+$20.8K	0.03%	108
2019 Q4	$321K	Sell	3,038 -226	-7%	-$23.3K	0.03%	95
2019 Q3	$333K	Buy	3,264 +214	+7%	+$21.3K	0.03%	91
2019 Q2	$304K	Hold	3,050	–	–	0.03%	95
2019 Q1	$299K	Hold	3,050	–	–	0.03%	95
2018 Q4	$272K	Hold	3,050	–	–	0.03%	95
2018 Q3	$304	Buy	+3,050	New	+$306K	0.03%	98

Other funds holding DVY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

NCM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

PAG

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Welch Group's DVY Position: Q2 2026 in Review

Welch Group increased its iShares Select Dividend ETF (DVY) stake by 14% in Q2 2026, buying an estimated $102K and bringing the position to 5,332 shares worth $833K. The position accounts for 0.03% of the portfolio, ranked #142.

Welch Group first reported a position in DVY in Q3 2018 and has held it in 31 quarters since. The position peaked at $4.01M in Q4 2022. 650 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Welch Group held 5,332 shares of iShares Select Dividend ETF worth $833K as of Q2 2026.
Welch Group bought 665 iShares Select Dividend ETF shares in Q2 2026, an estimated $102K.
iShares Select Dividend ETF made up 0.03% of Welch Group's portfolio in Q2 2026, its #142 holding.
Welch Group first reported a position in iShares Select Dividend ETF in Q3 2018 and has held it in 31 quarters since.
Welch Group's iShares Select Dividend ETF position peaked at $4.01M in Q4 2022.
650 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

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