Highview Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

Highview Capital 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 Q1	$291K	Sell	1,925 -423	-18%	-$63.9K	0.11%	90
2025 Q4	$331K	Hold	2,348	–	–	0.12%	89
2025 Q3	$334K	Hold	2,348	–	–	0.12%	88
2025 Q2	$312K	Hold	2,348	–	–	0.12%	95
2025 Q1	$315K	Sell	2,348 -769	-25%	-$103K	0.13%	86
2024 Q4	$409K	Sell	3,117 -520	-14%	-$70.8K	0.16%	90
2024 Q3	$491K	Hold	3,637	–	–	0.2%	86
2024 Q2	$440K	Sell	3,637 -233	-6%	-$28.3K	0.18%	90
2024 Q1	$477K	Hold	3,870	–	–	0.21%	86
2023 Q4	$454K	Hold	3,870	–	–	0.24%	76
2023 Q3	$417K	Hold	3,870	–	–	0.24%	80
2023 Q2	$438K	Hold	3,870	–	–	0.24%	74
2023 Q1	$453K	Hold	3,870	–	–	0.26%	70
2022 Q4	$467K	Hold	3,870	–	–	0.28%	79
2022 Q3	$415K	Hold	3,870	–	–	0.31%	67
2022 Q2	$455K	Hold	3,870	–	–	0.35%	66
2022 Q1	$496K	Buy	+3,870	New	+$484K	0.32%	77

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

Highview Capital Management's DVY Position: Q1 2026 in Review

Highview Capital Management reduced its iShares Select Dividend ETF (DVY) stake by 18% in Q1 2026, selling an estimated $63.9K and leaving 1,925 shares worth $291K. The position accounts for 0.11% of the portfolio, ranked #90.

Highview Capital Management first reported a position in DVY in Q1 2022 and has held it in 17 quarters since. The position peaked at $496K in Q1 2022. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Highview Capital Management held 1,925 shares of iShares Select Dividend ETF worth $291K as of Q1 2026.
Highview Capital Management sold 423 iShares Select Dividend ETF shares in Q1 2026, an estimated $63.9K.
iShares Select Dividend ETF made up 0.11% of Highview Capital Management's portfolio in Q1 2026, its #90 holding.
Highview Capital Management first reported a position in iShares Select Dividend ETF in Q1 2022 and has held it in 17 quarters since.
Highview Capital Management's iShares Select Dividend ETF position peaked at $496K in Q1 2022.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Highview Capital Management's 13F filing for Q1 2026, filed 8 May 2026.