HFS
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Hughes Financial Services’s iShares Select Dividend ETF DVY Stock Holding History

Hughes Financial Services’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 		$6.1K Sell
39
-58
-60% -$8.93K ﹤0.01% 462
2026
Q1 		$14.7K Hold
97
– – ﹤0.01% 282
2025
Q4 		$13.7K Hold
97
– – ﹤0.01% 266
2025
Q3 		$13.6K Hold
97
– – ﹤0.01% 265
2025
Q2 		$13.1K Hold
97
– – ﹤0.01% 270
2025
Q1 		$13K Buy
+97
New +$13K ﹤0.01% 285

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 22.9% 1-Year Est. Return

Hughes Financial Services's DVY Position: Q2 2026 in Review

Hughes Financial Services reduced its iShares Select Dividend ETF (DVY) stake by 60% in Q2 2026, selling an estimated $8.93K and leaving 39 shares worth $6.1K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Hughes Financial Services first reported a position in DVY in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.7K in Q1 2026. 1,428 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Hughes Financial Services held 39 shares of iShares Select Dividend ETF worth $6.1K as of Q2 2026.
  • Hughes Financial Services sold 58 iShares Select Dividend ETF shares in Q2 2026, an estimated $8.93K.
  • iShares Select Dividend ETF made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #462 holding.
  • Hughes Financial Services first reported a position in iShares Select Dividend ETF in Q1 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's iShares Select Dividend ETF position peaked at $14.7K in Q1 2026.
  • 1,428 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.