Atlantic Edge Private Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Atlantic Edge Private Wealth 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	$3.91K	Hold	25	–	–	﹤0.01%	513
2026 Q1	$3.79K	Hold	25	–	–	﹤0.01%	485
2025 Q4	$3.53K	Sell	25 -65	-72%	-$9.18K	﹤0.01%	479
2025 Q3	$12.8K	Hold	90	–	–	﹤0.01%	346
2025 Q2	$12K	Hold	90	–	–	﹤0.01%	347
2025 Q1	$12.1K	Hold	90	–	–	﹤0.01%	331
2024 Q4	$11.8K	Hold	90	–	–	﹤0.01%	321
2024 Q3	$12.2K	Hold	90	–	–	﹤0.01%	323
2024 Q2	$10.9K	Hold	90	–	–	﹤0.01%	308
2024 Q1	$11.1K	Hold	90	–	–	﹤0.01%	304
2023 Q4	$10.6K	Buy	+90	New	+$9.9K	﹤0.01%	293

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

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

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Atlantic Edge Private Wealth Management's DVY Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 25 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Atlantic Edge Private Wealth Management first reported a position in DVY in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.8K in Q3 2025. 630 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Atlantic Edge Private Wealth Management held 25 shares of iShares Select Dividend ETF worth $3.91K as of Q2 2026.
Atlantic Edge Private Wealth Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #513 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's iShares Select Dividend ETF position peaked at $12.8K in Q3 2025.
630 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.