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

Howard 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 Q2	$222K	Sell	1,420 -93	-6%	-$14.3K	0.08%	144
2026 Q1	$229K	Sell	1,513 -63	-4%	-$9.51K	0.1%	132
2025 Q4	$223K	Buy	1,576 +2	+0.1%	+$283	0.1%	127
2025 Q3	$224K	Sell	1,574 -34	-2%	-$4.71K	0.1%	119
2025 Q2	$213K	Buy	1,608 +3	+0.2%	+$388	0.11%	117
2025 Q1	$216K	Buy	1,605 +1	+0.1%	+$134	0.12%	111
2024 Q4	$211K	Buy	1,604 +2	+0.1%	+$273	0.11%	112
2024 Q3	$216K	Buy	+1,602	New	+$207K	0.13%	107
2023 Q1	–	Sell	-1,706	Closed	-$206K	–	111
2022 Q4	$206K	Buy	+1,706	New	+$202K	0.17%	109
2022 Q2	–	Sell	-1,796	Closed	-$230K	–	75
2022 Q1	$230K	Buy	1,796 +122	+7%	+$15.2K	0.13%	119
2021 Q4	$205K	Buy	+1,674	New	+$200K	0.11%	127
2021 Q1	–	Sell	-2,123	Closed	-$204K	–	126
2020 Q4	$204K	Sell	2,123 -2,356	-53%	-$214K	0.13%	119
2020 Q3	$365K	Sell	4,479 -1,372	-23%	-$114K	0.26%	82
2020 Q2	$472K	Hold	5,851	–	–	0.39%	64
2020 Q1	$430K	Hold	5,851	–	–	0.45%	54
2019 Q4	$618K	Buy	+5,851	New	+$603K	0.52%	44

Other funds holding DVY

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

Howard Wealth Management's DVY Position: Q2 2026 in Review

Howard Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 6.1% in Q2 2026, selling an estimated $14.3K and leaving 1,420 shares worth $222K. The position accounts for 0.08% of the portfolio, ranked #144.

Howard Wealth Management first reported a position in DVY in Q4 2019 and has held it in 16 quarters since. The position peaked at $618K in Q4 2019. 550 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Howard Wealth Management held 1,420 shares of iShares Select Dividend ETF worth $222K as of Q2 2026.
Howard Wealth Management sold 93 iShares Select Dividend ETF shares in Q2 2026, an estimated $14.3K.
iShares Select Dividend ETF made up 0.08% of Howard Wealth Management's portfolio in Q2 2026, its #144 holding.
Howard Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 16 quarters since.
Howard Wealth Management's iShares Select Dividend ETF position peaked at $618K in Q4 2019.
550 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.