High Point Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

High Point Wealth Management’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	$15K	Hold	96	–	–	0.01%	202
2026 Q1	$14.5K	Buy	+96	New	+$14.5K	0.01%	200

Other funds holding DVY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

High Point Wealth Management's DVY Position: Q2 2026 in Review

High Point Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 96 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #202.

High Point Wealth Management first reported a position in DVY in Q1 2026 and has held it in 2 quarters since. 988 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

High Point Wealth Management held 96 shares of iShares Select Dividend ETF worth $15K as of Q2 2026.
High Point Wealth Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.01% of High Point Wealth Management's portfolio in Q2 2026, its #202 holding.
High Point Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2026 and has held it in 2 quarters since.
988 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.