Highline Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

Highline Wealth Partners’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	$267K	Hold	1,709	–	–	0.05%	96
2026 Q1	$259K	Hold	1,709	–	–	0.07%	71
2025 Q4	$241K	Sell	1,709 -36	-2%	-$5.08K	0.07%	59
2025 Q3	$248K	Buy	1,745 +238	+16%	+$33K	0.07%	97
2025 Q2	$200K	Hold	1,507	–	–	0.06%	97
2025 Q1	$202K	Hold	1,507	–	–	0.07%	92
2024 Q4	$198K	Hold	1,507	–	–	0.06%	94
2024 Q3	$204K	Buy	1,507 +17	+1%	+$2.2K	0.07%	96
2024 Q2	$180K	Hold	1,490	–	–	0.07%	98
2024 Q1	$184K	Hold	1,490	–	–	0.07%	101
2023 Q4	$175K	Hold	1,490	–	–	0.08%	99
2023 Q3	$160K	Hold	1,490	–	–	0.1%	92
2023 Q2	$169K	Hold	1,490	–	–	0.11%	88
2023 Q1	$175K	Hold	1,490	–	–	0.12%	88
2022 Q4	$180K	Hold	1,490	–	–	0.13%	92
2022 Q3	$160K	Buy	+1,490	New	+$179K	0.13%	83

Other funds holding DVY

NCM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Highline Wealth Partners's DVY Position: Q2 2026 in Review

Highline Wealth Partners held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,709 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #96.

Highline Wealth Partners first reported a position in DVY in Q3 2022 and has held it in 16 quarters since. 263 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Highline Wealth Partners held 1,709 shares of iShares Select Dividend ETF worth $267K as of Q2 2026.
Highline Wealth Partners left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.05% of Highline Wealth Partners's portfolio in Q2 2026, its #96 holding.
Highline Wealth Partners first reported a position in iShares Select Dividend ETF in Q3 2022 and has held it in 16 quarters since.
263 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.