Yukon Wealth 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
$27.3M Buy
174,560
+46,245
+36% +$7.12M 7.81% 4
2026
Q1
$19.4M Sell
128,315
-2,638
-2% -$398K 11.6% 2
2025
Q4
$20.2M Sell
130,953
-46,620
-26% -$6.59M 11.65% 2
2025
Q3
$25.2M Buy
177,573
+5,266
+3% +$729K 8.27% 3
2025
Q2
$22.9M Buy
172,307
+13,015
+8% +$1.69M 8.19% 3
2025
Q1
$21.4M Buy
+159,292
New +$21.4M 8.88% 1

Other funds holding DVY

Yukon Wealth Management's DVY Position: Q2 2026 in Review

Yukon Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 36% in Q2 2026, buying an estimated $7.12M and bringing the position to 174,560 shares worth $27.3M. The position accounts for 7.81% of the portfolio, ranked #4.

Yukon Wealth Management first reported a position in DVY in Q1 2025 and has held it in 6 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Yukon Wealth Management held 174,560 shares of iShares Select Dividend ETF worth $27.3M as of Q2 2026.
  • Yukon Wealth Management bought 46,245 iShares Select Dividend ETF shares in Q2 2026, an estimated $7.12M.
  • iShares Select Dividend ETF made up 7.81% of Yukon Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Yukon Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.