High Net Worth Advisory Group’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
High Net Worth Advisory Group's DVY Position: Q2 2026 in Review
High Net Worth Advisory Group increased its iShares Select Dividend ETF (DVY) stake by 0.04% in Q2 2026, buying an estimated $1.39K and bringing the position to 21,925 shares worth $3.43M. The position accounts for 0.73% of the portfolio, ranked #32.
High Net Worth Advisory Group first reported a position in DVY in Q4 2021 and has held it in 19 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- High Net Worth Advisory Group held 21,925 shares of iShares Select Dividend ETF worth $3.43M as of Q2 2026.
- High Net Worth Advisory Group bought 9 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.39K.
- iShares Select Dividend ETF made up 0.73% of High Net Worth Advisory Group's portfolio in Q2 2026, its #32 holding.
- High Net Worth Advisory Group first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 19 quarters since.
- 1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.