Morton Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

Morton Capital 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	$256K	Hold	1,638	–	–	0.04%	129
2026 Q1	$248K	Hold	1,638	–	–	0.04%	114
2025 Q4	$231K	Hold	1,638	–	–	0.04%	111
2025 Q3	$233K	Hold	1,638	–	–	0.04%	114
2025 Q2	$218K	Hold	1,638	–	–	0.04%	113
2025 Q1	$220K	Hold	1,638	–	–	0.04%	101
2024 Q4	$215K	Hold	1,638	–	–	0.04%	106
2024 Q3	$221K	Buy	+1,638	New	+$212K	0.04%	102
2024 Q2	–	Sell	-1,638	Closed	-$202K	–	102
2024 Q1	$202K	Sell	1,638 -93	-5%	-$10.9K	0.05%	101
2023 Q4	$203K	Buy	+1,731	New	+$190K	0.06%	94
2022 Q2	–	Sell	-1,638	Closed	-$210K	–	85
2022 Q1	$210K	Hold	1,638	–	–	0.09%	78
2021 Q4	$201K	Buy	+1,638	New	+$195K	0.08%	89

Other funds holding DVY

NCM

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

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

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Morton Capital Management's DVY Position: Q2 2026 in Review

Morton Capital Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,638 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #129.

Morton Capital Management first reported a position in DVY in Q4 2021 and has held it in 12 quarters since. 437 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Morton Capital Management held 1,638 shares of iShares Select Dividend ETF worth $256K as of Q2 2026.
Morton Capital Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.04% of Morton Capital Management's portfolio in Q2 2026, its #129 holding.
Morton Capital Management first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 12 quarters since.
437 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.