Hoxton Planning & Management’s iShares Select Dividend ETF DVY Stock Holding History

Hoxton Planning & 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	$258K	Hold	1,695	–	–	0.07%	188
2026 Q2	$265K	Hold	1,695	–	–	0.07%	193
2026 Q1	$257K	Hold	1,695	–	–	0.08%	185
2025 Q4	$239K	Hold	1,695	–	–	0.07%	187
2025 Q3	$241K	Hold	1,695	–	–	0.08%	184
2025 Q2	$225K	Buy	+1,695	New	+$219K	0.08%	187

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

Hoxton Planning & Management's DVY Position: Q3 2026 in Review

Hoxton Planning & Management held its iShares Select Dividend ETF (DVY) position steady in Q3 2026 at 1,695 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #188.

Hoxton Planning & Management first reported a position in DVY in Q2 2025 and has held it in 6 quarters since. The position peaked at $265K in Q2 2026. 1,150 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Hoxton Planning & Management held 1,695 shares of iShares Select Dividend ETF worth $258K as of Q3 2026.
Hoxton Planning & Management left its iShares Select Dividend ETF share count unchanged in Q3 2026.
iShares Select Dividend ETF made up 0.07% of Hoxton Planning & Management's portfolio in Q3 2026, its #188 holding.
Hoxton Planning & Management first reported a position in iShares Select Dividend ETF in Q2 2025 and has held it in 6 quarters since.
Hoxton Planning & Management's iShares Select Dividend ETF position peaked at $265K in Q2 2026.
1,150 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.