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

Beaird Harris 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	$100K	Hold	642	–	–	0.01%	206
2026 Q1	$97.2K	Hold	642	–	–	0.01%	192
2025 Q4	$90.6K	Hold	642	–	–	0.01%	201
2025 Q3	$91.2K	Hold	642	–	–	0.01%	191
2025 Q2	$85.3K	Hold	642	–	–	0.01%	198
2025 Q1	$86.2K	Hold	642	–	–	0.01%	177
2024 Q4	$84.3K	Buy	642 +525	+449%	+$71.5K	0.01%	188
2024 Q3	$15.8K	Hold	117	–	–	﹤0.01%	307
2024 Q2	$14.2K	Sell	117 -138	-54%	-$16.8K	﹤0.01%	336
2024 Q1	$31.4K	Hold	255	–	–	﹤0.01%	238
2023 Q4	$29.9K	Hold	255	–	–	﹤0.01%	227
2023 Q3	$27.4K	Hold	255	–	–	﹤0.01%	212
2023 Q2	$28.9K	Hold	255	–	–	﹤0.01%	203
2023 Q1	$29.9K	Hold	255	–	–	0.01%	200
2022 Q4	$30.8K	Hold	255	–	–	0.01%	215
2022 Q3	$27K	Hold	255	–	–	0.01%	208
2022 Q2	$30K	Buy	255 +155	+155%	+$19.4K	0.01%	174
2022 Q1	$8K	Hold	100	–	–	﹤0.01%	361
2021 Q4	$8K	Buy	+100	New	+$11.9K	﹤0.01%	429

Other funds holding DVY

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

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

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Beaird Harris Wealth Management's DVY Position: Q2 2026 in Review

Beaird Harris Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 642 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #206.

Beaird Harris Wealth Management first reported a position in DVY in Q4 2021 and has held it in 19 quarters since. 432 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Beaird Harris Wealth Management held 642 shares of iShares Select Dividend ETF worth $100K as of Q2 2026.
Beaird Harris Wealth Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #206 holding.
Beaird Harris Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 19 quarters since.
432 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.