High Net Worth Advisory Group’s iShares Select Dividend ETF DVY Stock Holding History

High Net Worth Advisory Group’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 Q1	$3.32M	Sell	21,916 -144	-0.7%	-$21.7K	0.77%	31
2025 Q4	$3.11M	Buy	22,060 +88	+0.4%	+$12.4K	0.72%	37
2025 Q3	$3.12M	Buy	21,972 +10	+0%	+$1.39K	0.75%	33
2025 Q2	$2.92M	Sell	21,962 -704	-3%	-$91.2K	0.77%	36
2025 Q1	$3.04M	Sell	22,666 -511	-2%	-$68.5K	0.86%	31
2024 Q4	$3.04M	Buy	23,177 +15	+0.1%	+$2.04K	0.85%	29
2024 Q3	$3.13M	Buy	23,162 +20	+0.1%	+$2.59K	0.86%	30
2024 Q2	$2.8M	Sell	23,142 -485	-2%	-$58.9K	0.85%	28
2024 Q1	$2.91M	Buy	23,627 +813	+4%	+$95.2K	0.92%	26
2023 Q4	$2.67M	Buy	22,814 +321	+1%	+$35.3K	0.99%	25
2023 Q3	$2.42M	Buy	22,493 +632	+3%	+$71.9K	0.97%	24
2023 Q2	$2.48M	Sell	21,861 -545	-2%	-$62.1K	0.96%	24
2023 Q1	$2.63M	Buy	22,406 +5	+0%	+$605	1.07%	19
2022 Q4	$2.7M	Sell	22,401 -394	-2%	-$46.6K	1.05%	17
2022 Q3	$2.44M	Buy	22,795 +194	+0.9%	+$23.3K	1.04%	18
2022 Q2	$2.66M	Sell	22,601 -50	-0.2%	-$6.26K	1.1%	14
2022 Q1	$2.9M	Buy	22,651 +429	+2%	+$53.6K	1.05%	18
2021 Q4	$2.72M	Buy	+22,222	New	+$2.65M	0.95%	21

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

High Net Worth Advisory Group's DVY Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its iShares Select Dividend ETF (DVY) stake by 0.65% in Q1 2026, selling an estimated $21.7K and leaving 21,916 shares worth $3.32M. The position accounts for 0.77% of the portfolio, ranked #31.

High Net Worth Advisory Group first reported a position in DVY in Q4 2021 and has held it in 18 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

High Net Worth Advisory Group held 21,916 shares of iShares Select Dividend ETF worth $3.32M as of Q1 2026.
High Net Worth Advisory Group sold 144 iShares Select Dividend ETF shares in Q1 2026, an estimated $21.7K.
iShares Select Dividend ETF made up 0.77% of High Net Worth Advisory Group's portfolio in Q1 2026, its #31 holding.
High Net Worth Advisory Group first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 18 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.