LongView Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

LongView Wealth 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	$375K	Buy	2,397 +2	+0.1%	+$308	0.1%	148
2026 Q1	$365K	Buy	2,395 +2	+0.1%	+$302	0.09%	172
2025 Q4	$348K	Sell	2,393 -297	-11%	-$42K	0.08%	175
2025 Q3	$382K	Buy	2,690 +3	+0.1%	+$415	0.1%	147
2025 Q2	$357K	Buy	2,687 +2	+0.1%	+$259	0.11%	151
2025 Q1	$361K	Buy	2,685 +3	+0.1%	+$402	0.11%	142
2024 Q4	$352K	Buy	2,682 +2	+0.1%	+$273	0.11%	142
2024 Q3	$362K	Buy	2,680 +3	+0.1%	+$388	0.12%	138
2024 Q2	$324K	Buy	2,677 +3	+0.1%	+$364	0.12%	136
2024 Q1	$329K	Sell	2,674 -804	-23%	-$94.2K	0.13%	136
2023 Q4	$410K	Buy	+3,478	New	+$383K	0.18%	107

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

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

LongView Wealth Management's DVY Position: Q2 2026 in Review

LongView Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 0.08% in Q2 2026, buying an estimated $308 and bringing the position to 2,397 shares worth $375K. The position accounts for 0.1% of the portfolio, ranked #148.

LongView Wealth Management first reported a position in DVY in Q4 2023 and has held it in 11 quarters since. The position peaked at $410K in Q4 2023. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

LongView Wealth Management held 2,397 shares of iShares Select Dividend ETF worth $375K as of Q2 2026.
LongView Wealth Management bought 2 iShares Select Dividend ETF shares in Q2 2026, an estimated $308.
iShares Select Dividend ETF made up 0.1% of LongView Wealth Management's portfolio in Q2 2026, its #148 holding.
LongView Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's iShares Select Dividend ETF position peaked at $410K in Q4 2023.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.