Accurate Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Accurate Wealth Management's DVY Position: Q2 2026 in Review
Accurate Wealth Management opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 1,307 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #550 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in DVY as recently as Q4 2022.
Accurate Wealth Management first reported a position in DVY in Q4 2022 and has held it in 2 quarters since. The position peaked at $230K in Q4 2022. 1,425 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Accurate Wealth Management held 1,307 shares of iShares Select Dividend ETF worth $208K as of Q2 2026.
- iShares Select Dividend ETF was a new Accurate Wealth Management position in Q2 2026.
- iShares Select Dividend ETF made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #550 holding.
- Accurate Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 2 quarters since.
- Accurate Wealth Management's iShares Select Dividend ETF position peaked at $230K in Q4 2022.
- 1,425 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.