Westside Investment Management’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 | $46.9K | Hold |
300
| – | – | 0.01% | 608 |
|
|
2026
Q1 | $45.4K | Hold |
300
| – | – | 0.01% | 595 |
|
|
2025
Q4 | $42.3K | Hold |
300
| – | – | 0.01% | 592 |
|
|
2025
Q3 | $42.6K | Hold |
300
| – | – | 0.01% | 592 |
|
|
2025
Q2 | $39.8K | Hold |
300
| – | – | 0.01% | 498 |
|
|
2025
Q1 | $40.3K | Hold |
300
| – | – | 0.01% | 435 |
|
|
2024
Q4 | $39.4K | Hold |
300
| – | – | 0.01% | 439 |
|
|
2024
Q3 | $40.5K | Hold |
300
| – | – | 0.01% | 433 |
|
|
2024
Q2 | $36.3K | Hold |
300
| – | – | 0.01% | 434 |
|
|
2024
Q1 | $37K | Hold |
300
| – | – | 0.01% | 423 |
|
|
2023
Q4 | $35.2K | Hold |
300
| – | – | 0.01% | 407 |
|
|
2023
Q3 | $32.3K | Hold |
300
| – | – | 0.01% | 409 |
|
|
2023
Q2 | $34K | Hold |
300
| – | – | 0.01% | 412 |
|
|
2023
Q1 | $35.2K | Hold |
300
| – | – | 0.01% | 401 |
|
|
2022
Q4 | $36 | Hold |
300
| – | – | ﹤0.01% | 448 |
|
|
2022
Q3 | $32 | Hold |
300
| – | – | ﹤0.01% | 452 |
|
|
2022
Q2 | $35 | Hold |
300
| – | – | ﹤0.01% | 445 |
|
|
2022
Q1 | $38 | Hold |
300
| – | – | ﹤0.01% | 446 |
|
|
2021
Q4 | $36 | Hold |
300
| – | – | ﹤0.01% | 433 |
|
|
2021
Q3 | $34 | Hold |
300
| – | – | ﹤0.01% | 425 |
|
|
2021
Q2 | $34 | Hold |
300
| – | – | ﹤0.01% | 412 |
|
|
2021
Q1 | $34 | Hold |
300
| – | – | ﹤0.01% | 402 |
|
|
2020
Q4 | $28 | Hold |
300
| – | – | ﹤0.01% | 392 |
|
|
2020
Q3 | $24 | Sell |
300
-811
| -73% | -$67.6K | ﹤0.01% | 399 |
|
|
2020
Q2 | $89 | Sell |
1,111
-913
| -45% | -$72.9K | ﹤0.01% | 284 |
|
|
2020
Q1 | $148 | Buy |
+2,024
| New | +$193K | ﹤0.01% | 255 |
|
|
2019
Q2 | $213 | Buy |
+2,147
| New | +$212K | ﹤0.01% | 188 |
|
|
2018
Q4 | $215K | Buy |
2,409
+560
| +30% | +$53.6K | 0.08% | 150 |
|
|
2018
Q3 | $185K | Hold |
1,849
| – | – | 0.06% | 154 |
|
|
2018
Q2 | $181K | Buy |
1,849
+5
| +0.3% | +$485 | 0.06% | 165 |
|
|
2018
Q1 | $173K | Buy |
1,844
+4
| +0.2% | +$391 | 0.09% | 165 |
|
|
2017
Q4 | $183K | Buy |
1,840
+3
| +0.2% | +$289 | 0.1% | 159 |
|
|
2017
Q3 | $173K | Buy |
1,837
+2
| +0.1% | +$185 | 0.1% | 151 |
|
|
2017
Q2 | $168K | Buy |
1,835
+3
| +0.2% | +$276 | 0.11% | 148 |
|
|
2017
Q1 | $166K | Buy |
1,832
+281
| +18% | +$25.4K | 0.08% | 141 |
|
|
2016
Q4 | $138K | Buy |
+1,551
| New | +$134K | 0.09% | 116 |
|
Other funds holding DVY
Westside Investment Management's DVY Position: Q2 2026 in Review
Westside Investment Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 300 shares worth $46.9K. The position accounts for 0.01% of the portfolio, ranked #608.
Westside Investment Management first reported a position in DVY in Q4 2016 and has held it in 36 quarters since. The position peaked at $215K in Q4 2018. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Westside Investment Management held 300 shares of iShares Select Dividend ETF worth $46.9K as of Q2 2026.
- Westside Investment Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
- iShares Select Dividend ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #608 holding.
- Westside Investment Management first reported a position in iShares Select Dividend ETF in Q4 2016 and has held it in 36 quarters since.
- Westside Investment Management's iShares Select Dividend ETF position peaked at $215K in Q4 2018.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.