Elevation Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

Elevation Wealth 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	$75K	Buy	480 +2	+0.4%	+$308	0.02%	226
2026 Q1	$72.3K	Buy	478 +3	+0.6%	+$453	0.03%	196
2025 Q4	$67.1K	Buy	475 +3	+0.6%	+$424	0.02%	203
2025 Q3	$67.1K	Buy	472 +3	+0.6%	+$415	0.02%	213
2025 Q2	$62.3K	Buy	469 +2	+0.4%	+$259	0.02%	212
2025 Q1	$62.1K	Buy	467 +3	+0.6%	+$402	0.03%	209
2024 Q4	$61K	Buy	464 +2	+0.4%	+$273	0.03%	208
2024 Q3	$62.3K	Buy	462 +4	+0.9%	+$517	0.03%	203
2024 Q2	$55.5K	Buy	458 +2	+0.4%	+$243	0.03%	210
2024 Q1	$55.1K	Buy	456 +277	+155%	+$32.4K	0.03%	211
2023 Q4	$21K	Hold	179	–	–	0.01%	280
2023 Q3	$19.3K	Hold	179	–	–	0.02%	209
2023 Q2	$20.3K	Hold	179	–	–	0.02%	212
2023 Q1	$21K	Buy	+179	New	+$21.7K	0.02%	215

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Elevation Wealth Partners's DVY Position: Q2 2026 in Review

Elevation Wealth Partners increased its iShares Select Dividend ETF (DVY) stake by 0.42% in Q2 2026, buying an estimated $308 and bringing the position to 480 shares worth $75K. The position accounts for 0.02% of the portfolio, ranked #226.

Elevation Wealth Partners first reported a position in DVY in Q1 2023 and has held it in 14 quarters since. 650 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Elevation Wealth Partners held 480 shares of iShares Select Dividend ETF worth $75K as of Q2 2026.
Elevation Wealth Partners bought 2 iShares Select Dividend ETF shares in Q2 2026, an estimated $308.
iShares Select Dividend ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #226 holding.
Elevation Wealth Partners first reported a position in iShares Select Dividend ETF in Q1 2023 and has held it in 14 quarters since.
650 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.