Welch Group LLC Sells 9,291 Shares of iShares Select Dividend ETF $DVY

Posted by Brenda Bartman on Jun 27th, 2026

Welch Group LLC lowered its holdings in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 66.6% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,667 shares of the company’s stock after selling 9,291 shares during the period. Welch Group LLC’s holdings in iShares Select Dividend ETF were worth $707,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Brighton Jones LLC boosted its stake in iShares Select Dividend ETF by 14.3% in the fourth quarter. Brighton Jones LLC now owns 12,212 shares of the company’s stock valued at $1,603,000 after buying an additional 1,524 shares in the last quarter. AQR Capital Management LLC grew its stake in shares of iShares Select Dividend ETF by 44.7% in the first quarter. AQR Capital Management LLC now owns 12,687 shares of the company’s stock worth $1,704,000 after purchasing an additional 3,918 shares during the last quarter. Qube Research & Technologies Ltd bought a new stake in shares of iShares Select Dividend ETF in the 2nd quarter valued at about $34,000. NewEdge Advisors LLC increased its position in iShares Select Dividend ETF by 0.4% during the 2nd quarter. NewEdge Advisors LLC now owns 77,878 shares of the company’s stock valued at $10,343,000 after purchasing an additional 326 shares during the period. Finally, Quantinno Capital Management LP increased its position in shares of iShares Select Dividend ETF by 52.8% during the second quarter. Quantinno Capital Management LP now owns 24,543 shares of the company’s stock worth $3,260,000 after buying an additional 8,479 shares during the period. 46.08% of the stock is owned by institutional investors and hedge funds.

iShares Select Dividend ETF Stock Up 0.7%

Shares of DVY stock opened at $158.16 on Friday. The company has a market cap of $23.27 billion, a price-to-earnings ratio of 13.69 and a beta of 0.66. The firm has a 50 day moving average of $154.17 and a 200-day moving average of $151.08. iShares Select Dividend ETF has a 52 week low of $131.48 and a 52 week high of $160.38.

iShares Select Dividend ETF Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 18th. Investors of record on Monday, June 15th were issued a $1.2472 dividend. The ex-dividend date was Monday, June 15th. This represents a $4.99 dividend on an annualized basis and a dividend yield of 3.2%. This is a boost from iShares Select Dividend ETF’s previous quarterly dividend of $1.15.

iShares Select Dividend ETF Company Profile

(Free Report)

iShares Select Dividend ETF, formerly iShares Dow Jones Select Dividend Index Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Select Dividend Index (the Index). The Index measures the performance of a selected group of equity securities issued by companies that have provided relatively high dividend yields on a consistent basis over time. The Index consists of 100 of the highest dividend-yielding securities (excluding real estate investment trusts (REITs) in the Dow Jones U.S.