First Heartland Consultants’s iShares Select Dividend ETF DVY Stock Holding History

First Heartland Consultants’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	$371K	Buy	2,374 +103	+5%	+$15.9K	0.02%	397
2026 Q1	$344K	Sell	2,271 -31	-1%	-$4.68K	0.03%	367
2025 Q4	$325K	Sell	2,302 -37	-2%	-$5.23K	0.02%	400
2025 Q3	$332K	Sell	2,339 -116	-5%	-$16.1K	0.03%	381
2025 Q2	$326K	Sell	2,455 -31	-1%	-$4.01K	0.03%	365
2025 Q1	$334K	Sell	2,486 -16,343	-87%	-$2.19M	0.03%	325
2024 Q4	$2.47M	Buy	18,829 +16,303	+645%	+$2.22M	0.25%	87
2024 Q3	$341K	Buy	2,526 +61	+2%	+$7.89K	0.04%	310
2024 Q2	$298	Sell	2,465 -83	-3%	-$10.1K	0.02%	344
2024 Q1	$314K	Buy	2,548 +322	+14%	+$37.7K	0.03%	329
2023 Q4	$261K	Sell	2,226 -15,412	-87%	-$1.7M	0.03%	307
2023 Q3	$1.9M	Buy	17,638 +15,219	+629%	+$1.73M	0.24%	96
2023 Q2	$274K	Sell	2,419 -1,893	-44%	-$216K	0.04%	313
2023 Q1	$505K	Buy	4,312 +1,844	+75%	+$223K	0.08%	196
2022 Q4	$298K	Sell	2,468 -2,925	-54%	-$346K	0.05%	281
2022 Q3	$256	Buy	+5,393	New	+$646K	0.02%	286
2022 Q2	–	Sell	-8,575	Closed	-$1.1M	–	359
2022 Q1	$1.1M	Buy	+8,575	New	+$1.07M	0.17%	107
2013 Q3	–	Sell	-798	Closed	-$51K	–	241
2013 Q2	$51K	Buy	+798	New	+$51.6K	0.03%	265

Other funds holding DVY

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

First Heartland Consultants's DVY Position: Q2 2026 in Review

First Heartland Consultants increased its iShares Select Dividend ETF (DVY) stake by 4.5% in Q2 2026, buying an estimated $15.9K and bringing the position to 2,374 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #397.

First Heartland Consultants first reported a position in DVY in Q2 2013 and has held it in 18 quarters since. The position peaked at $2.47M in Q4 2024. 497 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

First Heartland Consultants held 2,374 shares of iShares Select Dividend ETF worth $371K as of Q2 2026.
First Heartland Consultants bought 103 iShares Select Dividend ETF shares in Q2 2026, an estimated $15.9K.
iShares Select Dividend ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #397 holding.
First Heartland Consultants first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 18 quarters since.
First Heartland Consultants's iShares Select Dividend ETF position peaked at $2.47M in Q4 2024.
497 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.