Altus Wealth Group’s iShares Select Dividend ETF DVY Stock Holding History

Altus Wealth Group’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	$291K	Buy	1,864 +57	+3%	+$8.78K	0.11%	117
2026 Q1	$274K	Sell	1,807 -124	-6%	-$18.7K	0.11%	113
2025 Q4	$273K	Sell	1,931 -5	-0.3%	-$706	0.11%	113
2025 Q3	$275K	Hold	1,936	–	–	0.11%	112
2025 Q2	$257K	Buy	1,936 +1	+0.1%	+$129	0.11%	111
2025 Q1	$260K	Sell	1,935 -301	-13%	-$40.4K	0.12%	110
2024 Q4	$294K	Hold	2,236	–	–	0.13%	114
2024 Q3	$302K	Sell	2,236 -595	-21%	-$76.9K	0.13%	111
2024 Q2	$343K	Sell	2,831 -53	-2%	-$6.43K	0.17%	100
2024 Q1	$355K	Sell	2,884 -148	-5%	-$17.3K	0.18%	106
2023 Q4	$355K	Sell	3,032 -170	-5%	-$18.7K	0.2%	101
2023 Q3	$345K	Hold	3,202	–	–	0.22%	95
2023 Q2	$363K	Sell	3,202 -446	-12%	-$50.8K	0.22%	97
2023 Q1	$427K	Sell	3,648 -95	-3%	-$11.5K	0.29%	80
2022 Q4	$451K	Buy	3,743 +646	+21%	+$76.4K	0.34%	75
2022 Q3	$355K	Hold	3,097	–	–	0.35%	72
2022 Q2	$355K	Buy	3,097 +11	+0.4%	+$1.38K	0.35%	72
2022 Q1	$395K	Sell	3,086 -11	-0.4%	-$1.37K	0.32%	67
2021 Q4	$380K	Hold	3,097	–	–	0.31%	74
2021 Q3	$355K	Buy	3,097 +22	+0.7%	+$2.57K	0.35%	72
2021 Q2	$359K	Hold	3,075	–	–	0.35%	69
2021 Q1	$369K	Sell	3,075 -5	-0.2%	-$528	0.37%	66
2020 Q4	$296K	Buy	+3,080	New	+$280K	0.28%	71

Other funds holding DVY

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Altus Wealth Group's DVY Position: Q2 2026 in Review

Altus Wealth Group increased its iShares Select Dividend ETF (DVY) stake by 3.2% in Q2 2026, buying an estimated $8.78K and bringing the position to 1,864 shares worth $291K. The position accounts for 0.11% of the portfolio, ranked #117.

Altus Wealth Group first reported a position in DVY in Q4 2020 and has held it in 23 quarters since. The position peaked at $451K in Q4 2022. 650 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Altus Wealth Group held 1,864 shares of iShares Select Dividend ETF worth $291K as of Q2 2026.
Altus Wealth Group bought 57 iShares Select Dividend ETF shares in Q2 2026, an estimated $8.78K.
iShares Select Dividend ETF made up 0.11% of Altus Wealth Group's portfolio in Q2 2026, its #117 holding.
Altus Wealth Group first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 23 quarters since.
Altus Wealth Group's iShares Select Dividend ETF position peaked at $451K in Q4 2022.
650 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.