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 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

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 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

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

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

WMA

Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return

Hoxton Planning & Management's DVY Position: Q2 2026 in Review

Hoxton Planning & Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,695 shares worth $265K. The position accounts for 0.07% of the portfolio, ranked #193.

Hoxton Planning & Management first reported a position in DVY in Q2 2025 and has held it in 5 quarters since. 339 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Hoxton Planning & Management held 1,695 shares of iShares Select Dividend ETF worth $265K as of Q2 2026.
Hoxton Planning & Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.07% of Hoxton Planning & Management's portfolio in Q2 2026, its #193 holding.
Hoxton Planning & Management first reported a position in iShares Select Dividend ETF in Q2 2025 and has held it in 5 quarters since.
339 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.