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Heritage Wealth Management (California)’s iShares Select Dividend ETF DVY Stock Holding History

Heritage Wealth Management (California)’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 		$255K Sell
1,630
-500
-23% -$77K 0.1% 88
2026
Q1 		$323K Buy
+2,130
New +$322K 0.18% 71

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Heritage Wealth Management (California)'s DVY Position: Q2 2026 in Review

Heritage Wealth Management (California) reduced its iShares Select Dividend ETF (DVY) stake by 23% in Q2 2026, selling an estimated $77K and leaving 1,630 shares worth $255K. The position accounts for 0.1% of the portfolio, ranked #88.

Heritage Wealth Management (California) first reported a position in DVY in Q1 2026 and has held it in 2 quarters since. The position peaked at $323K in Q1 2026. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Heritage Wealth Management (California) held 1,630 shares of iShares Select Dividend ETF worth $255K as of Q2 2026.
  • Heritage Wealth Management (California) sold 500 iShares Select Dividend ETF shares in Q2 2026, an estimated $77K.
  • iShares Select Dividend ETF made up 0.1% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #88 holding.
  • Heritage Wealth Management (California) first reported a position in iShares Select Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • Heritage Wealth Management (California)'s iShares Select Dividend ETF position peaked at $323K in Q1 2026.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.