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Hunter Associates Investment Management’s iShares Select Dividend ETF DVY Stock Holding History

Hunter Associates Investment 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 		$398K Sell
2,558
-20
-0.8% -$3.08K 0.05% 227
2026
Q1 		$389K Sell
2,578
-203
-7% -$30.7K 0.05% 213
2025
Q4 		$393K Buy
2,781
+90
+3% +$12.7K 0.05% 199
2025
Q3 		$383K Sell
2,691
-10
-0.4% -$1.39K 0.05% 201
2025
Q2 		$360K Sell
2,701
-1,100
-29% -$142K 0.05% 198
2025
Q1 		$512K Sell
3,801
-550
-13% -$73.7K 0.08% 172
2024
Q4 		$572K Sell
4,351
-125
-3% -$17K 0.09% 162
2024
Q3 		$609K Hold
4,476
– – 0.09% 160
2024
Q2 		$538K Sell
4,476
-434
-9% -$52.7K 0.09% 168
2024
Q1 		$604K Sell
4,910
-250
-5% -$29.3K 0.1% 163
2023
Q4 		$607K Sell
5,160
-220
-4% -$24.2K 0.11% 161
2023
Q3 		$581K Sell
5,380
-110
-2% -$12.5K 0.12% 153
2023
Q2 		$621K Sell
5,490
-500
-8% -$57K 0.12% 148
2023
Q1 		$705K Sell
5,990
-100
-2% -$12.1K 0.15% 121
2022
Q4 		$731K Sell
6,090
-50
-0.8% -$5.92K 0.18% 107
2022
Q3 		$663K Hold
6,140
– – 0.17% 109
2022
Q2 		$723K Buy
+6,140
New +$769K 0.18% 104
2021
Q2 		– Sell
-5,960
Closed -$680K – 157
2021
Q1 		$680K Hold
5,960
– – 0.16% 101
2020
Q4 		$573K Sell
5,960
-80
-1% -$7.26K 0.14% 110
2020
Q3 		$493K Sell
6,040
-50
-0.8% -$4.17K 0.14% 113
2020
Q2 		$492K Buy
+6,090
New +$487K 0.15% 110

Other funds holding DVY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Hunter Associates Investment Management's DVY Position: Q2 2026 in Review

Hunter Associates Investment Management reduced its iShares Select Dividend ETF (DVY) stake by 0.78% in Q2 2026, selling an estimated $3.08K and leaving 2,558 shares worth $398K. The position accounts for 0.05% of the portfolio, ranked #227.

Hunter Associates Investment Management first reported a position in DVY in Q2 2020 and has held it in 21 quarters since. The position peaked at $731K in Q4 2022. 1,188 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Hunter Associates Investment Management held 2,558 shares of iShares Select Dividend ETF worth $398K as of Q2 2026.
  • Hunter Associates Investment Management sold 20 iShares Select Dividend ETF shares in Q2 2026, an estimated $3.08K.
  • iShares Select Dividend ETF made up 0.05% of Hunter Associates Investment Management's portfolio in Q2 2026, its #227 holding.
  • Hunter Associates Investment Management first reported a position in iShares Select Dividend ETF in Q2 2020 and has held it in 21 quarters since.
  • Hunter Associates Investment Management's iShares Select Dividend ETF position peaked at $731K in Q4 2022.
  • 1,188 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.