HFS
DVY icon

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

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
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
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 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. 497 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.
  • 497 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.