Hixon Zuercher’s iShares Select Dividend ETF DVY Stock Holding History

Hixon Zuercher’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	–	Sell	-3,499	Closed	-$494K	–	87
2025 Q4	$494K	Buy	3,499 +17	+0.5%	+$2.4K	0.15%	79
2025 Q3	$495K	Sell	3,482 -7	-0.2%	-$969	0.15%	80
2025 Q2	$463K	Buy	3,489 +175	+5%	+$22.7K	0.15%	76
2025 Q1	$445K	Sell	3,314 -179	-5%	-$24K	0.16%	79
2024 Q4	$459K	Buy	3,493 +1,437	+70%	+$196K	0.18%	74
2024 Q3	$278K	Hold	2,056	–	–	0.11%	73
2024 Q2	$249K	Hold	2,056	–	–	0.1%	64
2024 Q1	$253K	Buy	2,056 +53	+3%	+$6.21K	0.11%	60
2023 Q4	$235K	Hold	2,003	–	–	0.11%	60
2023 Q3	$216K	Sell	2,003 -705	-26%	-$80.2K	0.11%	56
2023 Q2	$307K	Hold	2,708	–	–	0.15%	56
2023 Q1	$317K	Hold	2,708	–	–	0.19%	51
2022 Q4	$327K	Hold	2,708	–	–	0.2%	52
2022 Q3	$290K	Hold	2,708	–	–	0.19%	52
2022 Q2	$319K	Hold	2,708	–	–	0.21%	50
2022 Q1	$347K	Buy	2,708 +30	+1%	+$3.75K	0.19%	51
2021 Q4	$328K	Sell	2,678 -27	-1%	-$3.22K	0.16%	57
2021 Q3	$310K	Hold	2,705	–	–	0.18%	51
2021 Q2	$315K	Hold	2,705	–	–	0.19%	51
2021 Q1	$309K	Buy	2,705 +182	+7%	+$19.2K	0.2%	50
2020 Q4	$243K	Hold	2,523	–	–	0.17%	54
2020 Q3	$206K	Buy	+2,523	New	+$210K	0.16%	53

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

Hixon Zuercher's DVY Position: Q1 2026 in Review

Hixon Zuercher sold out of iShares Select Dividend ETF (DVY) in Q1 2026, closing a stake of 3,499 shares — an estimated $494K sold.

Hixon Zuercher first reported a position in DVY in Q3 2020 and held it in 22 quarters. The position peaked at $495K in Q3 2025. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Hixon Zuercher reported no remaining iShares Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
Hixon Zuercher sold 3,499 iShares Select Dividend ETF shares in Q1 2026, an estimated $494K.
Hixon Zuercher first reported a position in iShares Select Dividend ETF in Q3 2020 and held it in 22 quarters.
Hixon Zuercher's iShares Select Dividend ETF position peaked at $495K in Q3 2025.
1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Hixon Zuercher's 13F filing for Q1 2026, filed 20 Apr 2026.