HWG Holdings’s iShares Select Dividend ETF DVY Stock Holding History

HWG Holdings’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 Q1	–	Sell	-2,229	Closed	-$315K	–	60
2025 Q4	$315K	Sell	2,229 -21	-0.9%	-$2.97K	0.08%	41
2025 Q3	$320K	Hold	2,250	–	–	0.08%	50
2025 Q2	$299K	Hold	2,250	–	–	0.09%	49
2025 Q1	$302K	Hold	2,250	–	–	0.13%	32
2024 Q4	$295K	Hold	2,250	–	–	0.1%	44
2024 Q3	$304K	Buy	+2,250	New	+$291K	0.1%	45
2018 Q3	–	Sell	-123	Closed	-$12K	–	100
2018 Q2	$12K	Buy	+123	New	+$11.9K	0.01%	74

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

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

HWG Holdings's DVY Position: Q1 2026 in Review

HWG Holdings sold out of iShares Select Dividend ETF (DVY) in Q1 2026, closing a stake of 2,229 shares — an estimated $315K sold.

HWG Holdings first reported a position in DVY in Q2 2018 and held it in 7 quarters. The position peaked at $320K in Q3 2025. 1,422 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

HWG Holdings reported no remaining iShares Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
HWG Holdings sold 2,229 iShares Select Dividend ETF shares in Q1 2026, an estimated $315K.
HWG Holdings first reported a position in iShares Select Dividend ETF in Q2 2018 and held it in 7 quarters.
HWG Holdings's iShares Select Dividend ETF position peaked at $320K in Q3 2025.
1,422 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on HWG Holdings's 13F filing for Q1 2026, filed 6 May 2026.