Highland Investment Advisors LLC’s iShares Select Dividend ETF DVY Stock Holding History

Highland Investment Advisors LLC’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	$16.3K	Buy	+104	New	+$16K	0.01%	301

Other funds holding DVY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Highland Investment Advisors LLC's DVY Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 104 shares worth $16.3K. The stake represents 0.01% of the portfolio and ranks #301 among its holdings.

1,265 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Highland Investment Advisors LLC held 104 shares of iShares Select Dividend ETF worth $16.3K as of Q2 2026.
iShares Select Dividend ETF was a new Highland Investment Advisors LLC position in Q2 2026.
iShares Select Dividend ETF made up 0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #301 holding.
1,265 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.