HCR Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $349K | Hold |
2,236
| – | – | 0.03% | 197 |
|
|
2026
Q1 | $339K | Hold |
2,236
| – | – | 0.04% | 185 |
|
|
2025
Q4 | $316K | Sell |
2,236
-637
| -22% | -$90K | 0.03% | 193 |
|
|
2025
Q3 | $408K | Sell |
2,873
-500
| -15% | -$69.2K | 0.04% | 165 |
|
|
2025
Q2 | $448K | Hold |
3,373
| – | – | 0.05% | 151 |
|
|
2025
Q1 | $453K | Sell |
3,373
-150
| -4% | -$20.1K | 0.06% | 148 |
|
|
2024
Q4 | $463K | Hold |
3,523
| – | – | 0.06% | 145 |
|
|
2024
Q3 | $476K | Hold |
3,523
| – | – | 0.06% | 142 |
|
|
2024
Q2 | $426K | Buy |
3,523
+237
| +7% | +$28.8K | 0.06% | 140 |
|
|
2024
Q1 | $405K | Hold |
3,286
| – | – | 0.06% | 144 |
|
|
2023
Q4 | $385K | Buy |
3,286
+98
| +3% | +$10.8K | 0.06% | 135 |
|
|
2023
Q3 | $343K | Sell |
3,188
-115
| -3% | -$13.1K | 0.08% | 123 |
|
|
2023
Q2 | $374K | Sell |
3,303
-415
| -11% | -$47.3K | 0.07% | 128 |
|
|
2023
Q1 | $436K | Sell |
3,718
-300
| -7% | -$36.3K | 0.09% | 119 |
|
|
2022
Q4 | $485K | Sell |
4,018
-630
| -14% | -$74.5K | 0.1% | 112 |
|
|
2022
Q3 | $498K | Sell |
4,648
-10
| -0.2% | -$1.2K | 0.11% | 106 |
|
|
2022
Q2 | $548K | Buy |
4,658
+100
| +2% | +$12.5K | 0.11% | 107 |
|
|
2022
Q1 | $584K | Hold |
4,558
| – | – | 0.1% | 114 |
|
|
2021
Q4 | $559K | Hold |
4,558
| – | – | 0.09% | 129 |
|
|
2021
Q3 | $523K | Hold |
4,558
| – | – | 0.09% | 132 |
|
|
2021
Q2 | $532K | Buy |
4,558
+70
| +2% | +$8.32K | 0.09% | 125 |
|
|
2021
Q1 | $512K | Sell |
4,488
-5,902
| -57% | -$624K | 0.1% | 125 |
|
|
2020
Q4 | $999K | Buy |
10,390
+150
| +1% | +$13.6K | 0.21% | 88 |
|
|
2020
Q3 | $835K | Hold |
10,240
| – | – | 0.19% | 85 |
|
|
2020
Q2 | $820K | Buy |
10,240
+2
| +0% | +$160 | 0.19% | 78 |
|
|
2020
Q1 | $753K | Sell |
10,238
-585
| -5% | -$55.9K | 0.22% | 75 |
|
|
2019
Q4 | $1.14M | Buy |
10,823
+5,868
| +118% | +$604K | 0.28% | 68 |
|
|
2019
Q3 | $505K | Sell |
4,955
-6,073
| -55% | -$606K | 0.17% | 95 |
|
|
2019
Q2 | $1.1M | Hold |
11,028
| – | – | 0.31% | 62 |
|
|
2019
Q1 | $1.08M | Buy |
11,028
+5,993
| +119% | +$574K | 0.31% | 69 |
|
|
2018
Q4 | $450K | Sell |
5,035
-415
| -8% | -$39.7K | 0.15% | 102 |
|
|
2018
Q3 | $525K | Hold |
5,450
| – | – | 0.17% | 96 |
|
|
2018
Q2 | $533K | Sell |
5,450
-365
| -6% | -$35.4K | 0.17% | 104 |
|
|
2018
Q1 | $553K | Buy |
5,815
+200
| +4% | +$19.5K | 0.19% | 105 |
|
|
2017
Q4 | $553K | Sell |
5,615
-1,999
| -26% | -$192K | 0.19% | 103 |
|
|
2017
Q3 | $713K | Buy |
7,614
+1
| +0% | +$92 | 0.3% | 81 |
|
|
2017
Q2 | $702K | Buy |
7,613
+50
| +0.7% | +$4.6K | 0.35% | 69 |
|
|
2017
Q1 | $689K | Sell |
7,563
-124
| -2% | -$11.2K | 0.35% | 72 |
|
|
2016
Q4 | $681K | Buy |
+7,687
| New | +$662K | 0.36% | 65 |
|
Other funds holding DVY
HCR Wealth Advisors's DVY Position: Q2 2026 in Review
HCR Wealth Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 2,236 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #197.
HCR Wealth Advisors first reported a position in DVY in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.14M in Q4 2019. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- HCR Wealth Advisors held 2,236 shares of iShares Select Dividend ETF worth $349K as of Q2 2026.
- HCR Wealth Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
- iShares Select Dividend ETF made up 0.03% of HCR Wealth Advisors's portfolio in Q2 2026, its #197 holding.
- HCR Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2016 and has held it in 39 quarters since.
- HCR Wealth Advisors's iShares Select Dividend ETF position peaked at $1.14M in Q4 2019.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.