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

Horizons 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 Q1	$54.5K	Hold	360	–	–	0.04%	98
2025 Q4	$50.8K	Hold	360	–	–	0.03%	100
2025 Q3	$51.2K	Hold	360	–	–	0.03%	101
2025 Q2	$47.8K	Hold	360	–	–	0.03%	103
2025 Q1	$48.3K	Hold	360	–	–	0.04%	100
2024 Q4	$47.3K	Hold	360	–	–	0.04%	96
2024 Q3	$48.6K	Hold	360	–	–	0.04%	99
2024 Q2	$45.7K	Hold	360	–	–	0.04%	102
2024 Q1	$42.2K	Hold	360	–	–	0.03%	102
2023 Q4	$42.2K	Hold	360	–	–	0.03%	102
2023 Q3	$38.8K	Hold	360	–	–	0.03%	103
2023 Q2	$40.8K	Hold	360	–	–	0.03%	105
2023 Q1	$42.2K	Hold	360	–	–	0.03%	90
2022 Q4	$43K	Hold	360	–	–	0.03%	94
2022 Q3	$39K	Hold	360	–	–	0.04%	82
2022 Q2	$46K	Buy	+360	New	+$45.1K	0.04%	84

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

Horizons Wealth Management's DVY Position: Q1 2026 in Review

Horizons Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 360 shares worth $54.5K. The position accounts for 0.04% of the portfolio, ranked #98.

Horizons Wealth Management first reported a position in DVY in Q2 2022 and has held it in 16 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Horizons Wealth Management held 360 shares of iShares Select Dividend ETF worth $54.5K as of Q1 2026.
Horizons Wealth Management left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.04% of Horizons Wealth Management's portfolio in Q1 2026, its #98 holding.
Horizons Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2022 and has held it in 16 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.