Moment Partners’s iShares Select Dividend ETF DVY Stock Holding History

Moment Partners’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	$42.2M	Buy	270,057 +11,229	+4%	+$1.73M	7.61%	6
2026 Q1	$39.2M	Buy	258,828 +1,547	+0.6%	+$234K	6.99%	5
2025 Q4	$36.3M	Buy	257,281 +6,873	+3%	+$971K	7.47%	6
2025 Q3	$35.6M	Sell	250,408 -2,528	-1%	-$350K	6.29%	5
2025 Q2	$33.6M	Sell	252,936 -7,438	-3%	-$963K	6.3%	6
2025 Q1	$35M	Sell	260,374 -4,236	-2%	-$568K	6.93%	5
2024 Q4	$34.7M	Buy	+264,610	New	+$36.1M	6.62%	6

Other funds holding DVY

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Moment Partners's DVY Position: Q2 2026 in Review

Moment Partners increased its iShares Select Dividend ETF (DVY) stake by 4.3% in Q2 2026, buying an estimated $1.73M and bringing the position to 270,057 shares worth $42.2M. The position accounts for 7.61% of the portfolio, ranked #6.

Moment Partners first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. 729 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Moment Partners held 270,057 shares of iShares Select Dividend ETF worth $42.2M as of Q2 2026.
Moment Partners bought 11,229 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.73M.
iShares Select Dividend ETF made up 7.61% of Moment Partners's portfolio in Q2 2026, its #6 holding.
Moment Partners first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
729 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.