Cove Private Wealth’s iShares Select Dividend ETF DVY Stock Holding History

Cove Private Wealth’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	$2.02M	Buy	12,927 +2,407	+23%	+$371K	0.39%	47
2026 Q1	$1.59M	Buy	10,520 +2,240	+27%	+$338K	0.36%	52
2025 Q4	$1.17M	Hold	8,280	–	–	0.35%	64
2025 Q3	$1.18M	Hold	8,280	–	–	0.37%	65
2025 Q2	$1.1M	Buy	8,280 +3,250	+65%	+$421K	0.39%	65
2025 Q1	$675K	Buy	5,030 +3,000	+148%	+$402K	0.36%	70
2024 Q4	$267K	Buy	+2,030	New	+$277K	0.16%	97

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

Cove Private Wealth's DVY Position: Q2 2026 in Review

Cove Private Wealth increased its iShares Select Dividend ETF (DVY) stake by 23% in Q2 2026, buying an estimated $371K and bringing the position to 12,927 shares worth $2.02M. The position accounts for 0.39% of the portfolio, ranked #47.

Cove Private Wealth first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. 690 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Cove Private Wealth held 12,927 shares of iShares Select Dividend ETF worth $2.02M as of Q2 2026.
Cove Private Wealth bought 2,407 iShares Select Dividend ETF shares in Q2 2026, an estimated $371K.
iShares Select Dividend ETF made up 0.39% of Cove Private Wealth's portfolio in Q2 2026, its #47 holding.
Cove Private Wealth first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
690 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.