Courage Miller Partners’s iShares Select Dividend ETF DVY Stock Holding History

Courage Miller 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	$437K	Sell	2,796 -1	-0%	-$154	0.12%	66
2026 Q1	$424K	Sell	2,797 -5	-0.2%	-$755	0.12%	67
2025 Q4	$395K	Buy	2,802 +6	+0.2%	+$848	0.12%	60
2025 Q3	$397K	Buy	2,796 +1	+0%	+$138	0.12%	60
2025 Q2	$371K	Buy	2,795 +621	+29%	+$80.4K	0.12%	64
2025 Q1	$292K	Sell	2,174 -2	-0.1%	-$268	0.1%	69
2024 Q4	$286K	Sell	2,176 -3	-0.1%	-$409	0.1%	70
2024 Q3	$294K	Sell	2,179 -29	-1%	-$3.75K	0.1%	70
2024 Q2	$267K	Hold	2,208	–	–	0.1%	71
2024 Q1	$272K	Sell	2,208 -27	-1%	-$3.16K	0.09%	78
2023 Q4	$262K	Sell	2,235 -373	-14%	-$41K	0.1%	72
2023 Q3	$281K	Sell	2,608 -56	-2%	-$6.37K	0.12%	68
2023 Q2	$302K	Sell	2,664 -9	-0.3%	-$1.02K	0.13%	68
2023 Q1	$313K	Sell	2,673 -469	-15%	-$56.7K	0.13%	67
2022 Q4	$379K	Sell	3,142 -232	-7%	-$27.4K	0.17%	59
2022 Q3	$362K	Hold	3,374	–	–	0.18%	58
2022 Q2	$397K	Sell	3,374 -777	-19%	-$97.3K	0.19%	58
2022 Q1	$532K	Sell	4,151 -5	-0.1%	-$625	0.21%	55
2021 Q4	$509K	Sell	4,156 -18	-0.4%	-$2.15K	0.19%	60
2021 Q3	$479K	Sell	4,174 -110	-3%	-$12.9K	0.19%	62
2021 Q2	$500K	Buy	4,284 +273	+7%	+$32.5K	0.2%	61
2021 Q1	$458K	Sell	4,011 -162	-4%	-$17.1K	0.2%	64
2020 Q4	$401K	Buy	4,173 +397	+11%	+$36K	0.18%	65
2020 Q3	$305K	Hold	3,776	–	–	0.16%	66
2020 Q2	$304K	Buy	+3,776	New	+$302K	0.16%	66
2020 Q1	–	Sell	-3,039	Closed	-$321K	–	68
2019 Q4	$321K	Buy	3,039 +154	+5%	+$15.9K	0.17%	65
2019 Q3	$294K	Sell	2,885 -304	-10%	-$30.3K	0.16%	65
2019 Q2	$317K	Buy	3,189 +59	+2%	+$5.82K	0.17%	64
2019 Q1	$307K	Buy	3,130 +27	+0.9%	+$2.59K	0.17%	65
2018 Q4	$277K	Buy	3,103 +192	+7%	+$18.4K	0.16%	64
2018 Q3	$290K	Buy	2,911 +2	+0.1%	+$201	0.17%	64
2018 Q2	$284K	Buy	2,909 +195	+7%	+$18.9K	0.17%	62
2018 Q1	$258K	Buy	2,714 +98	+4%	+$9.57K	0.16%	63
2017 Q4	$257K	Sell	2,616 -219	-8%	-$21.1K	0.16%	62
2017 Q3	$265K	Sell	2,835 -118	-4%	-$10.9K	0.17%	62
2017 Q2	$272K	Buy	+2,953	New	+$272K	0.18%	61
2017 Q1	–	Sell	-3,146	Closed	-$279K	–	62
2016 Q4	$279K	Buy	3,146 +338	+12%	+$29.1K	0.19%	61
2016 Q3	$241K	Buy	2,808 +2	+0.1%	+$173	0.17%	63
2016 Q2	$239K	Sell	2,806 -42	-1%	-$3.46K	0.17%	63
2016 Q1	$233K	Buy	2,848 +12	+0.4%	+$916	0.16%	63
2015 Q4	$213K	Buy	+2,836	New	+$216K	0.15%	66

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $44.6B AUM 28.94% 1-Year Est. Return

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

Courage Miller Partners's DVY Position: Q2 2026 in Review

Courage Miller Partners reduced its iShares Select Dividend ETF (DVY) stake by 0.04% in Q2 2026, selling an estimated $154 and leaving 2,796 shares worth $437K. The position accounts for 0.12% of the portfolio, ranked #66.

Courage Miller Partners first reported a position in DVY in Q4 2015 and has held it in 41 quarters since. The position peaked at $532K in Q1 2022. 682 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Courage Miller Partners held 2,796 shares of iShares Select Dividend ETF worth $437K as of Q2 2026.
Courage Miller Partners sold 1 iShares Select Dividend ETF share in Q2 2026, an estimated $154.
iShares Select Dividend ETF made up 0.12% of Courage Miller Partners's portfolio in Q2 2026, its #66 holding.
Courage Miller Partners first reported a position in iShares Select Dividend ETF in Q4 2015 and has held it in 41 quarters since.
Courage Miller Partners's iShares Select Dividend ETF position peaked at $532K in Q1 2022.
682 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.