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 Q3	$216K	Buy	1,422 +2	+0.1%	+$322	0.08%	144
2026 Q2	$222K	Sell	1,420 -93	-6%	-$14.3K	0.08%	144
2026 Q1	$229K	Sell	1,513 -63	-4%	-$9.5K	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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Howard Wealth Management's DVY Position: Q3 2026 in Review

Howard Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 0.14% in Q3 2026, buying an estimated $322 and bringing the position to 1,422 shares worth $216K. 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 17 quarters since. The position peaked at $618K in Q4 2019. 1,120 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Howard Wealth Management held 1,422 shares of iShares Select Dividend ETF worth $216K as of Q3 2026.
Howard Wealth Management bought 2 iShares Select Dividend ETF shares in Q3 2026, an estimated $322.
iShares Select Dividend ETF made up 0.08% of Howard Wealth Management's portfolio in Q3 2026, its #144 holding.
Howard Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 17 quarters since.
Howard Wealth Management's iShares Select Dividend ETF position peaked at $618K in Q4 2019.
1,120 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.