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

Flywheel 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	$804K	Hold	5,144	–	–	0.4%	35
2026 Q1	$779K	Sell	5,144 -150	-3%	-$22.7K	0.44%	33
2025 Q4	$747K	Hold	5,294	–	–	0.47%	28
2025 Q3	$752K	Hold	5,294	–	–	0.59%	27
2025 Q2	$703K	Hold	5,294	–	–	0.56%	28
2025 Q1	$711K	Hold	5,294	–	–	0.65%	26
2024 Q4	$695K	Buy	+5,294	New	+$721K	0.64%	27

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

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

Flywheel Private Wealth held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 5,144 shares worth $804K. The position accounts for 0.4% of the portfolio, ranked #35.

Flywheel Private Wealth first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. 729 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Flywheel Private Wealth held 5,144 shares of iShares Select Dividend ETF worth $804K as of Q2 2026.
Flywheel Private Wealth left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.4% of Flywheel Private Wealth's portfolio in Q2 2026, its #35 holding.
Flywheel Private Wealth first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
729 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.