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HUB Investment Partners’s iShares Select Dividend ETF DVY Stock Holding History

HUB Investment Partners’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 		$444K Sell
2,839
-556
-16% -$85.6K 0.01% 775
2026
Q1 		$514K Buy
3,395
+150
+5% +$22.7K 0.01% 561
2025
Q4 		$458K Sell
3,245
-1,106
-25% -$156K 0.01% 514
2025
Q3 		$618K Sell
4,351
-95
-2% -$13.2K 0.02% 359
2025
Q2 		$590K Sell
4,446
-339
-7% -$43.9K 0.02% 345
2025
Q1 		$643K Sell
4,785
-298
-6% -$40K 0.03% 297
2024
Q4 		$667K Buy
5,083
+335
+7% +$45.6K 0.03% 273
2024
Q3 		$641K Sell
4,748
-98
-2% -$12.7K 0.03% 261
2024
Q2 		$586K Sell
4,846
-526
-10% -$63.9K 0.02% 258
2024
Q1 		$662K Buy
5,372
+999
+23% +$117K 0.04% 236
2023
Q4 		$513K Buy
4,373
+1,026
+31% +$113K 0.04% 242
2023
Q3 		$360K Sell
3,347
-220
-6% -$25K 0.05% 175
2023
Q2 		$404K Sell
3,567
-339
-9% -$38.6K 0.07% 156
2023
Q1 		$458K Buy
3,906
+2
+0.1% +$242 0.09% 129
2022
Q4 		$471K Sell
3,904
-312
-7% -$36.9K 0.1% 89
2022
Q3 		$452K Sell
4,216
-2,139
-34% -$256K 0.14% 107
2022
Q2 		$748K Buy
6,355
+278
+5% +$34.8K 0.23% 84
2022
Q1 		$779K Sell
6,077
-386
-6% -$48.2K 0.18% 101
2021
Q4 		$792K Sell
6,463
-200
-3% -$23.8K 0.18% 98
2021
Q3 		$764K Sell
6,663
-1,344
-17% -$157K 0.18% 110
2021
Q2 		$934K Sell
8,007
-963
-11% -$115K 0.25% 91
2021
Q1 		$1.02M Buy
8,970
+4,249
+90% +$449K 0.3% 84
2020
Q4 		$385K Buy
+4,721
New +$428K 0.18% 106

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HUB Investment Partners's DVY Position: Q2 2026 in Review

HUB Investment Partners reduced its iShares Select Dividend ETF (DVY) stake by 16% in Q2 2026, selling an estimated $85.6K and leaving 2,839 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #775.

HUB Investment Partners first reported a position in DVY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.02M in Q1 2021. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • HUB Investment Partners held 2,839 shares of iShares Select Dividend ETF worth $444K as of Q2 2026.
  • HUB Investment Partners sold 556 iShares Select Dividend ETF shares in Q2 2026, an estimated $85.6K.
  • iShares Select Dividend ETF made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #775 holding.
  • HUB Investment Partners first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 23 quarters since.
  • HUB Investment Partners's iShares Select Dividend ETF position peaked at $1.02M in Q1 2021.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.