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

Modera 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	$889K	Hold	5,686	–	–	0.01%	368
2026 Q1	$861K	Hold	5,686	–	–	0.01%	347
2025 Q4	$803K	Hold	5,686	–	–	0.01%	365
2025 Q3	$808K	Sell	5,686 -36	-0.6%	-$4.99K	0.01%	368
2025 Q2	$760K	Sell	5,722 -515	-8%	-$66.7K	0.01%	368
2025 Q1	$838K	Sell	6,237 -1,914	-23%	-$257K	0.01%	347
2024 Q4	$1.07M	Buy	8,151 +1,248	+18%	+$170K	0.01%	320
2024 Q3	$932K	Hold	6,903	–	–	0.01%	319
2024 Q2	$835K	Buy	6,903 +341	+5%	+$41.4K	0.01%	317
2024 Q1	$808K	Sell	6,562 -620	-9%	-$72.6K	0.01%	321
2023 Q4	$842K	Buy	7,182 +36	+0.5%	+$3.96K	0.01%	306
2023 Q3	$769K	Sell	7,146 -1,615	-18%	-$184K	0.01%	309
2023 Q2	$993K	Buy	8,761 +4,455	+103%	+$507K	0.02%	297
2023 Q1	$505K	Buy	4,306 +2,257	+110%	+$273K	0.02%	212
2022 Q4	$247K	Buy	+2,049	New	+$242K	0.01%	308

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

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

Modera Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 5,686 shares worth $889K. The position accounts for 0.01% of the portfolio, ranked #368.

Modera Wealth Management first reported a position in DVY in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.07M in Q4 2024. 988 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Modera Wealth Management held 5,686 shares of iShares Select Dividend ETF worth $889K as of Q2 2026.
Modera Wealth Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #368 holding.
Modera Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 15 quarters since.
Modera Wealth Management's iShares Select Dividend ETF position peaked at $1.07M in Q4 2024.
988 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.