HIW
DVY icon

Holos Integrated Wealth’s iShares Select Dividend ETF DVY Stock Holding History

Holos Integrated Wealth’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 		– Sell
-163
Closed -$25.1K – 374
2026
Q1 		$24.8K Buy
+163
New +$24.6K 0.01% 196

Other funds holding DVY

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
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
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Holos Integrated Wealth's DVY Position: Q2 2026 in Review

Holos Integrated Wealth sold out of iShares Select Dividend ETF (DVY) in Q2 2026, closing a stake of 163 shares — an estimated $25.1K sold.

Holos Integrated Wealth first reported a position in DVY in Q1 2026 and held it in 1 quarter. The position peaked at $24.8K in Q1 2026. 497 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Holos Integrated Wealth reported no remaining iShares Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 163 iShares Select Dividend ETF shares in Q2 2026, an estimated $25.1K.
  • Holos Integrated Wealth first reported a position in iShares Select Dividend ETF in Q1 2026 and held it in 1 quarter.
  • Holos Integrated Wealth's iShares Select Dividend ETF position peaked at $24.8K in Q1 2026.
  • 497 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

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