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

Howard Capital Management’s Portfolio DVY Stock Details DVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$134M Buy
1,011,427
+26,827
+3% +$3.56M 2.01% 14
2025
Q1 		$132M Hold
984,600
– – 3.32% 10
2024
Q4 		$129M Hold
984,600
– – 2.01% 15
2024
Q3 		$133M Buy
+984,600
New +$133M 2.19% 15