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

HB 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	$31.2M	Buy	199,537 +64,400	+48%	+$9.91M	0.17%	72
2026 Q1	$20.5M	Buy	135,137 +1,171	+0.9%	+$177K	0.13%	87
2025 Q4	$18.9M	Buy	133,966 +7,213	+6%	+$1.02M	0.12%	93
2025 Q3	$18M	Sell	126,753 -2,652	-2%	-$367K	0.12%	93
2025 Q2	$17.2M	Buy	129,405 +73,079	+130%	+$9.46M	0.14%	83
2025 Q1	$7.56M	Buy	56,326 +2,366	+4%	+$317K	0.06%	168
2024 Q4	$7.08M	Sell	53,960 -121	-0.2%	-$16.5K	0.07%	129
2024 Q3	$7.3M	Sell	54,081 -2,678	-5%	-$346K	0.08%	123
2024 Q2	$6.87M	Buy	56,759 +800	+1%	+$97.1K	0.08%	118
2024 Q1	$6.89M	Sell	55,959 -1,449	-3%	-$170K	0.09%	122
2023 Q4	$6.73M	Buy	57,408 +497	+0.9%	+$54.7K	0.1%	110
2023 Q3	$6.13M	Hold	56,911	–	–	0.1%	105
2023 Q2	$6.45M	Sell	56,911 -1,294	-2%	-$147K	0.1%	102
2023 Q1	$6.82M	Sell	58,205 -711	-1%	-$86K	0.12%	93
2022 Q4	$7.11M	Sell	58,916 -492	-0.8%	-$58.2K	0.13%	87
2022 Q3	$6.37M	Buy	59,408 +1,499	+3%	+$180K	0.14%	80
2022 Q2	$6.81M	Sell	57,909 -2,121	-4%	-$266K	0.14%	77
2022 Q1	$7.69M	Buy	60,030 +2,061	+4%	+$258K	0.14%	73
2021 Q4	$7.11M	Buy	+57,969	New	+$6.91M	0.14%	61

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

HB Wealth Management's DVY Position: Q2 2026 in Review

HB Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 48% in Q2 2026, buying an estimated $9.91M and bringing the position to 199,537 shares worth $31.2M. The position accounts for 0.17% of the portfolio, ranked #72.

HB Wealth Management first reported a position in DVY in Q4 2021 and has held it in 19 quarters since. 1,417 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

HB Wealth Management held 199,537 shares of iShares Select Dividend ETF worth $31.2M as of Q2 2026.
HB Wealth Management bought 64,400 iShares Select Dividend ETF shares in Q2 2026, an estimated $9.91M.
iShares Select Dividend ETF made up 0.17% of HB Wealth Management's portfolio in Q2 2026, its #72 holding.
HB Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 19 quarters since.
1,417 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.