Heritage Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Heritage Wealth Advisors’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	$353K	Hold	2,260	–	–	0.01%	172
2026 Q1	$342K	Hold	2,260	–	–	0.01%	164
2025 Q4	$319K	Hold	2,260	–	–	0.01%	181
2025 Q3	$321K	Hold	2,260	–	–	0.01%	167
2025 Q2	$300K	Hold	2,260	–	–	0.01%	172
2025 Q1	$303K	Hold	2,260	–	–	0.02%	166
2024 Q4	$297K	Hold	2,260	–	–	0.01%	170
2024 Q3	$305K	Hold	2,260	–	–	0.01%	178
2024 Q2	$273K	Hold	2,260	–	–	0.01%	175
2024 Q1	$278K	Hold	2,260	–	–	0.01%	183
2023 Q4	$265K	Sell	2,260 -283	-11%	-$31.1K	0.01%	189
2023 Q3	$274K	Sell	2,543 -300	-11%	-$34.1K	0.01%	171
2023 Q2	$322K	Hold	2,843	–	–	0.02%	169
2023 Q1	$333K	Hold	2,843	–	–	0.02%	160
2022 Q4	$343K	Hold	2,843	–	–	0.02%	158
2022 Q3	$305K	Buy	2,843 +71	+3%	+$8.51K	0.02%	156
2022 Q2	$326K	Buy	2,772 +300	+12%	+$37.6K	0.02%	154
2022 Q1	$317K	Buy	2,472 +212	+9%	+$26.5K	0.02%	153
2021 Q4	$277K	Hold	2,260	–	–	0.02%	172
2021 Q3	$259K	Hold	2,260	–	–	0.02%	177
2021 Q2	$264K	Hold	2,260	–	–	0.02%	182
2021 Q1	$258K	Sell	2,260 -753	-25%	-$79.6K	0.02%	186
2020 Q4	$290K	Hold	3,013	–	–	0.02%	168
2020 Q3	$246K	Hold	3,013	–	–	0.03%	135
2020 Q2	$243K	Hold	3,013	–	–	0.03%	128
2020 Q1	$222K	Hold	3,013	–	–	0.04%	123
2019 Q4	$318K	Buy	+3,013	New	+$310K	0.04%	133

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

Heritage Wealth Advisors's DVY Position: Q2 2026 in Review

Heritage Wealth Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 2,260 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #172.

Heritage Wealth Advisors first reported a position in DVY in Q4 2019 and has held it in 27 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Heritage Wealth Advisors held 2,260 shares of iShares Select Dividend ETF worth $353K as of Q2 2026.
Heritage Wealth Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #172 holding.
Heritage Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 27 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.