Axxcess Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Axxcess 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	$2.88M	Buy	+18,448	New	+$2.84M	0.05%	332
2026 Q1	–	Sell	-17,198	Closed	-$2.43M	–	558
2025 Q4	$2.43M	Buy	17,198 +9,139	+113%	+$1.29M	0.04%	342
2025 Q3	$1.15M	Buy	8,059 +1,008	+14%	+$140K	0.02%	420
2025 Q2	$936K	Sell	7,051 -33	-0.5%	-$4.27K	0.02%	444
2025 Q1	$951K	Buy	7,084 +124	+2%	+$16.6K	0.03%	407
2024 Q4	$914K	Sell	6,960 -1,498	-18%	-$204K	0.02%	417
2024 Q3	$1.14M	Buy	8,458 +1,083	+15%	+$140K	0.03%	370
2024 Q2	$892K	Sell	7,375 -15	-0.2%	-$1.82K	0.02%	397
2024 Q1	$910K	Buy	7,390 +107	+1%	+$12.5K	0.02%	395
2023 Q4	$854K	Sell	7,283 -292	-4%	-$32.1K	0.02%	390
2023 Q3	$815K	Buy	+7,575	New	+$861K	0.03%	355

Other funds holding DVY

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Axxcess Wealth Management's DVY Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 18,448 shares worth $2.88M. The stake represents 0.05% of the portfolio and ranks #332 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DVY as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DVY in Q3 2023 and has held it in 11 quarters since. 932 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Axxcess Wealth Management held 18,448 shares of iShares Select Dividend ETF worth $2.88M as of Q2 2026.
iShares Select Dividend ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares Select Dividend ETF made up 0.05% of Axxcess Wealth Management's portfolio in Q2 2026, its #332 holding.
Axxcess Wealth Management first reported a position in iShares Select Dividend ETF in Q3 2023 and has held it in 11 quarters since.
932 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.