Dudley Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

Dudley Capital 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	$297K	Hold	1,900	–	–	0.12%	124
2026 Q1	$288K	Hold	1,900	–	–	0.13%	105
2025 Q4	$268K	Hold	1,900	–	–	0.12%	112
2025 Q3	$270K	Hold	1,900	–	–	0.12%	114
2025 Q2	$252K	Hold	1,900	–	–	0.13%	109
2025 Q1	$255K	Hold	1,900	–	–	0.13%	106
2024 Q4	$249K	Hold	1,900	–	–	0.13%	106
2024 Q3	$257K	Hold	1,900	–	–	0.13%	102
2024 Q2	$230K	Hold	1,900	–	–	0.13%	100
2024 Q1	$232K	Hold	1,900	–	–	0.14%	94
2023 Q4	$223K	Hold	1,900	–	–	0.14%	99
2023 Q3	$205K	Hold	1,900	–	–	0.14%	93
2023 Q2	$215K	Hold	1,900	–	–	0.14%	97
2023 Q1	$223K	Hold	1,900	–	–	0.15%	101
2022 Q4	$229K	Buy	+1,900	New	+$225K	0.16%	101

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

Dudley Capital Management's DVY Position: Q2 2026 in Review

Dudley Capital Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,900 shares worth $297K. The position accounts for 0.12% of the portfolio, ranked #124.

Dudley Capital Management first reported a position in DVY in Q4 2022 and has held it in 15 quarters since. 729 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Dudley Capital Management held 1,900 shares of iShares Select Dividend ETF worth $297K as of Q2 2026.
Dudley Capital Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.12% of Dudley Capital Management's portfolio in Q2 2026, its #124 holding.
Dudley Capital Management first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 15 quarters since.
729 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.