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

HHM 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	$14.5K	Hold	93	–	–	﹤0.01%	574
2026 Q1	$14.1K	Hold	93	–	–	﹤0.01%	573
2025 Q4	$13.1K	Hold	93	–	–	﹤0.01%	571
2025 Q3	$13.2K	Sell	93 -30	-24%	-$4.16K	﹤0.01%	589
2025 Q2	$16.3K	Hold	123	–	–	﹤0.01%	539
2025 Q1	$16.5K	Sell	123 -4	-3%	-$536	﹤0.01%	524
2024 Q4	$16.7K	Hold	127	–	–	﹤0.01%	522
2024 Q3	$17.2K	Sell	127 -38	-23%	-$4.91K	﹤0.01%	490
2024 Q2	$20K	Hold	165	–	–	﹤0.01%	450
2024 Q1	$20.3K	Sell	165 -81	-33%	-$9.49K	﹤0.01%	409
2023 Q4	$28.8K	Hold	246	–	–	0.01%	364
2023 Q3	$26.5K	Hold	246	–	–	0.01%	361
2023 Q2	$27.9K	Hold	246	–	–	0.01%	375
2023 Q1	$28.8K	Hold	246	–	–	0.01%	361
2022 Q4	$29.7K	Hold	246	–	–	0.01%	309
2022 Q3	$26K	Hold	246	–	–	0.01%	315
2022 Q2	$29K	Hold	246	–	–	0.01%	360
2022 Q1	$32K	Hold	246	–	–	0.01%	367
2021 Q4	$30K	Hold	246	–	–	0.01%	367
2021 Q3	$28K	Hold	246	–	–	0.01%	368
2021 Q2	$29K	Hold	246	–	–	0.01%	356
2021 Q1	$28K	Hold	246	–	–	0.01%	340
2020 Q4	$24K	Hold	246	–	–	0.01%	338
2020 Q3	$20K	Hold	246	–	–	0.01%	312
2020 Q2	$20K	Hold	246	–	–	0.01%	301
2020 Q1	$18K	Buy	+246	New	+$23.5K	0.01%	304

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 22.9% 1-Year Est. Return

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

HHM Wealth Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 93 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

HHM Wealth Advisors first reported a position in DVY in Q1 2020 and has held it in 26 quarters since. The position peaked at $32K in Q1 2022. 1,428 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

HHM Wealth Advisors held 93 shares of iShares Select Dividend ETF worth $14.5K as of Q2 2026.
HHM Wealth Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #574 holding.
HHM Wealth Advisors first reported a position in iShares Select Dividend ETF in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's iShares Select Dividend ETF position peaked at $32K in Q1 2022.
1,428 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.