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Alan N. Hoffman Investment Management’s iShares Select Dividend ETF DVY Stock Holding History

Alan N. Hoffman Investment Management’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$334K Hold
2,134
– – 0.2% 13
2026
Q1 		$323K Hold
2,134
– – 0.21% 13
2025
Q4 		$301K Hold
2,134
– – 0.17% 13
2025
Q3 		$303K Hold
2,134
– – 0.13% 13
2025
Q2 		$283K Hold
2,134
– – 0.14% 14
2025
Q1 		$287K Hold
2,134
– – 0.15% 13
2024
Q4 		$280K Hold
2,134
– – 0.13% 13
2024
Q3 		$288K Hold
2,134
– – 0.14% 13
2024
Q2 		$258K Hold
2,134
– – 0.13% 13
2024
Q1 		$263K Sell
2,134
-434
-17% -$50.8K 0.15% 14
2023
Q4 		$301K Hold
2,568
– – 0.17% 14
2023
Q3 		$276K Hold
2,568
– – 0.18% 13
2023
Q2 		$291K Sell
2,568
-200
-7% -$22.8K 0.17% 12
2023
Q1 		$324K Hold
2,768
– – 0.23% 8
2022
Q4 		$334K Sell
2,768
-167
-6% -$19.8K 0.25% 8
2022
Q3 		$315K Hold
2,935
– – 0.21% 8
2022
Q2 		$345K Hold
2,935
– – 0.23% 9
2022
Q1 		$376K Hold
2,935
– – 0.19% 10
2021
Q4 		$360K Hold
2,935
– – 0.18% 11
2021
Q3 		$337K Sell
2,935
-30
-1% -$3.51K 0.2% 12
2021
Q2 		$346K Hold
2,965
– – 0.2% 12
2021
Q1 		$338K Hold
2,965
– – 0.23% 11
2020
Q4 		$285K Buy
+2,965
New +$269K 0.18% 11

Other funds holding DVY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Alan N. Hoffman Investment Management's DVY Position: Q2 2026 in Review

Alan N. Hoffman Investment Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 2,134 shares worth $334K. The position accounts for 0.2% of the portfolio, ranked #13.

Alan N. Hoffman Investment Management first reported a position in DVY in Q4 2020 and has held it in 23 quarters since. The position peaked at $376K in Q1 2022. 729 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Alan N. Hoffman Investment Management held 2,134 shares of iShares Select Dividend ETF worth $334K as of Q2 2026.
  • Alan N. Hoffman Investment Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
  • iShares Select Dividend ETF made up 0.2% of Alan N. Hoffman Investment Management's portfolio in Q2 2026, its #13 holding.
  • Alan N. Hoffman Investment Management first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 23 quarters since.
  • Alan N. Hoffman Investment Management's iShares Select Dividend ETF position peaked at $376K in Q1 2022.
  • 729 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Alan N. Hoffman Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.