West Paces Advisors’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
Q2 | $580K | Hold |
3,714
| – | – | 0.1% | 92 |
|
|
2026
Q1 | $562K | Hold |
3,714
| – | – | 0.11% | 86 |
|
|
2025
Q4 | $524K | Hold |
3,714
| – | – | 0.1% | 90 |
|
|
2025
Q3 | $528K | Buy |
3,714
+220
| +6% | +$30.5K | 0.11% | 90 |
|
|
2025
Q2 | $464K | Hold |
3,494
| – | – | 0.1% | 94 |
|
|
2025
Q1 | $469K | Hold |
3,494
| – | – | 0.11% | 89 |
|
|
2024
Q4 | $459K | Hold |
3,494
| – | – | 0.11% | 88 |
|
|
2024
Q3 | $472K | Hold |
3,494
| – | – | 0.12% | 88 |
|
|
2024
Q2 | $423K | Hold |
3,494
| – | – | 0.11% | 90 |
|
|
2024
Q1 | $430K | Sell |
3,494
-250
| -7% | -$29.3K | 0.11% | 89 |
|
|
2023
Q4 | $439K | Buy |
3,744
+33
| +0.9% | +$3.63K | 0.12% | 84 |
|
|
2023
Q3 | $399K | Sell |
3,711
-377
| -9% | -$42.9K | 0.13% | 83 |
|
|
2023
Q2 | $463K | Hold |
4,088
| – | – | 0.14% | 84 |
|
|
2023
Q1 | $479K | Hold |
4,088
| – | – | 0.15% | 86 |
|
|
2022
Q4 | $493K | Buy |
4,088
+394
| +11% | +$46.6K | 0.16% | 80 |
|
|
2022
Q3 | $396K | Sell |
3,694
-400
| -10% | -$47.9K | 0.14% | 89 |
|
|
2022
Q2 | $482K | Hold |
4,094
| – | – | 0.16% | 81 |
|
|
2022
Q1 | $525K | Buy |
4,094
+868
| +27% | +$108K | 0.16% | 83 |
|
|
2021
Q4 | $395K | Hold |
3,226
| – | – | 0.12% | 94 |
|
|
2021
Q3 | $370K | Buy |
3,226
+1,431
| +80% | +$167K | 0.13% | 93 |
|
|
2021
Q2 | $209K | Sell |
1,795
-1,500
| -46% | -$178K | 0.08% | 108 |
|
|
2021
Q1 | $376K | Buy |
3,295
+335
| +11% | +$35.4K | 0.15% | 81 |
|
|
2020
Q4 | $285K | Sell |
2,960
-186
| -6% | -$16.9K | 0.13% | 92 |
|
|
2020
Q3 | $257K | Hold |
3,146
| – | – | 0.13% | 93 |
|
|
2020
Q2 | $254K | Sell |
3,146
-2,072
| -40% | -$166K | 0.14% | 91 |
|
|
2020
Q1 | $384K | Buy |
5,218
+2,355
| +82% | +$225K | 0.24% | 73 |
|
|
2019
Q4 | $303K | Hold |
2,863
| – | – | 0.16% | 90 |
|
|
2019
Q3 | $292K | Hold |
2,863
| – | – | 0.17% | 88 |
|
|
2019
Q2 | $285K | Buy |
2,863
+160
| +6% | +$15.8K | 0.18% | 89 |
|
|
2019
Q1 | $265K | Sell |
2,703
-1,306
| -33% | -$125K | 0.19% | 94 |
|
|
2018
Q4 | $358K | Hold |
4,009
| – | – | 0.28% | 77 |
|
|
2018
Q3 | $400K | Hold |
4,009
| – | – | 0.29% | 75 |
|
|
2018
Q2 | $392K | Buy |
4,009
+1,003
| +33% | +$97.3K | 0.29% | 74 |
|
|
2018
Q1 | $286K | Sell |
3,006
-3,041
| -50% | -$297K | 0.21% | 81 |
|
|
2017
Q4 | $596K | Hold |
6,047
| – | – | 0.44% | 56 |
|
|
2017
Q3 | $566K | Hold |
6,047
| – | – | 0.43% | 53 |
|
|
2017
Q2 | $558K | Sell |
6,047
-6,053
| -50% | -$557K | 0.44% | 56 |
|
|
2017
Q1 | $1.1M | Hold |
12,100
| – | – | 0.88% | 27 |
|
|
2016
Q4 | $1.07M | Buy |
+12,100
| New | +$1.04M | 1% | 16 |
|
Other funds holding DVY
West Paces Advisors's DVY Position: Q2 2026 in Review
West Paces Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 3,714 shares worth $580K. The position accounts for 0.1% of the portfolio, ranked #92.
West Paces Advisors first reported a position in DVY in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.1M in Q1 2017. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- West Paces Advisors held 3,714 shares of iShares Select Dividend ETF worth $580K as of Q2 2026.
- West Paces Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
- iShares Select Dividend ETF made up 0.1% of West Paces Advisors's portfolio in Q2 2026, its #92 holding.
- West Paces Advisors first reported a position in iShares Select Dividend ETF in Q4 2016 and has held it in 39 quarters since.
- West Paces Advisors's iShares Select Dividend ETF position peaked at $1.1M in Q1 2017.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.