Maryland Capital Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Maryland Capital Advisors’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	$103K	Buy	+656	New	+$101K	0.03%	109
2025 Q4	$77.3K	Buy	548 +248	+83%	+$35K	0.03%	123
2025 Q3	$42.6K	Hold	300	–	–	0.02%	147
2025 Q2	$39.8K	Hold	300	–	–	0.02%	148
2025 Q1	$40.3K	Hold	300	–	–	0.02%	134
2024 Q4	$39.4K	Hold	300	–	–	0.02%	140
2024 Q3	$40.5K	Hold	300	–	–	0.02%	132
2024 Q2	$36.3K	Hold	300	–	–	0.02%	132
2024 Q1	$37K	Hold	300	–	–	0.02%	123
2023 Q4	$35.2K	Hold	300	–	–	0.02%	121
2023 Q3	$32.3K	Hold	300	–	–	0.02%	119
2023 Q2	$34K	Hold	300	–	–	0.03%	122
2023 Q1	$35.2K	Hold	300	–	–	0.03%	117
2022 Q4	$36.2K	Hold	300	–	–	0.03%	114
2022 Q3	$32K	Hold	300	–	–	0.03%	107
2022 Q2	$35K	Hold	300	–	–	0.04%	107
2022 Q1	$38K	Hold	300	–	–	0.03%	107
2021 Q4	$37K	Buy	+300	New	+$35.8K	0.03%	108

Other funds holding DVY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Maryland Capital Advisors's DVY Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 656 shares worth $103K. The stake represents 0.03% of the portfolio and ranks #109 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in DVY as recently as Q4 2025.

Maryland Capital Advisors first reported a position in DVY in Q4 2021 and has held it in 18 quarters since. 988 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Maryland Capital Advisors held 656 shares of iShares Select Dividend ETF worth $103K as of Q2 2026.
iShares Select Dividend ETF was a new Maryland Capital Advisors position in Q2 2026.
iShares Select Dividend ETF made up 0.03% of Maryland Capital Advisors's portfolio in Q2 2026, its #109 holding.
Maryland Capital Advisors first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 18 quarters since.
988 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.