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Charis Legacy Partners’s iShares Select Dividend ETF DVY Stock Holding History

Charis Legacy Partners’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 		$503K Buy
3,216
+865
+37% +$133K 0.62% 18
2026
Q1 		$356K Buy
2,351
+480
+26% +$72.5K 0.52% 20
2025
Q4 		$264K Buy
+1,871
New +$264K 0.39% 23

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
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 $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Charis Legacy Partners's DVY Position: Q2 2026 in Review

Charis Legacy Partners increased its iShares Select Dividend ETF (DVY) stake by 37% in Q2 2026, buying an estimated $133K and bringing the position to 3,216 shares worth $503K. The position accounts for 0.62% of the portfolio, ranked #18.

Charis Legacy Partners first reported a position in DVY in Q4 2025 and has held it in 3 quarters since. 650 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Charis Legacy Partners held 3,216 shares of iShares Select Dividend ETF worth $503K as of Q2 2026.
  • Charis Legacy Partners bought 865 iShares Select Dividend ETF shares in Q2 2026, an estimated $133K.
  • iShares Select Dividend ETF made up 0.62% of Charis Legacy Partners's portfolio in Q2 2026, its #18 holding.
  • Charis Legacy Partners first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 650 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Charis Legacy Partners's 13F filing for Q2 2026, filed 9 Jul 2026.