Fox Hill Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Fox Hill Wealth 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	$1.67M	Buy	10,715 +104	+1%	+$16K	0.67%	48
2026 Q1	$1.61M	Sell	10,611 -15	-0.1%	-$2.27K	0.77%	46
2025 Q4	$1.5M	Buy	10,626 +119	+1%	+$16.8K	0.7%	46
2025 Q3	$1.49M	Sell	10,507 -531	-5%	-$73.5K	0.7%	45
2025 Q2	$1.47M	Buy	11,038 +152	+1%	+$19.7K	0.75%	41
2025 Q1	$1.46M	Sell	10,886 -223	-2%	-$29.9K	0.86%	38
2024 Q4	$1.46M	Buy	11,109 +48	+0.4%	+$6.54K	0.82%	40
2024 Q3	$1.49M	Sell	11,061 -2	-0%	-$259	0.82%	42
2024 Q2	$1.34M	Sell	11,063 -48	-0.4%	-$5.83K	0.82%	37
2024 Q1	$1.37M	Buy	+11,111	New	+$1.3M	0.92%	33

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fox Hill Wealth Management's DVY Position: Q2 2026 in Review

Fox Hill Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 0.98% in Q2 2026, buying an estimated $16K and bringing the position to 10,715 shares worth $1.67M. The position accounts for 0.67% of the portfolio, ranked #48.

Fox Hill Wealth Management first reported a position in DVY in Q1 2024 and has held it in 10 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Fox Hill Wealth Management held 10,715 shares of iShares Select Dividend ETF worth $1.67M as of Q2 2026.
Fox Hill Wealth Management bought 104 iShares Select Dividend ETF shares in Q2 2026, an estimated $16K.
iShares Select Dividend ETF made up 0.67% of Fox Hill Wealth Management's portfolio in Q2 2026, its #48 holding.
Fox Hill Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2024 and has held it in 10 quarters since.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Fox Hill Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.