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Everhart Financial Group’s iShares Select Dividend ETF DVY Stock Holding History

Everhart Financial Group’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 		– Sell
-14,552
Closed -$2.2M – 491
2026
Q1 		$2.2M Buy
+14,552
New +$2.2M 0.19% 66

Other funds holding DVY

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Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Everhart Financial Group's DVY Position: Q2 2026 in Review

Everhart Financial Group sold out of iShares Select Dividend ETF (DVY) in Q2 2026, closing a stake of 14,552 shares — an estimated $2.2M sold.

Everhart Financial Group first reported a position in DVY in Q1 2026 and held it in 1 quarter. The position peaked at $2.2M in Q1 2026. 263 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Everhart Financial Group reported no remaining iShares Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Everhart Financial Group sold 14,552 iShares Select Dividend ETF shares in Q2 2026, an estimated $2.2M.
  • Everhart Financial Group first reported a position in iShares Select Dividend ETF in Q1 2026 and held it in 1 quarter.
  • Everhart Financial Group's iShares Select Dividend ETF position peaked at $2.2M in Q1 2026.
  • 263 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.