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

MV 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	$5.1M	Sell	32,643 -179	-0.5%	-$27.6K	0.45%	40
2026 Q1	$4.97M	Sell	32,822 -485	-1%	-$73.2K	0.49%	38
2025 Q4	$4.7M	Hold	33,307	–	–	0.45%	40
2025 Q3	$4.73M	Sell	33,307 -53	-0.2%	-$7.34K	0.45%	40
2025 Q2	$4.43M	Sell	33,360 -412	-1%	-$53.3K	0.46%	39
2025 Q1	$4.54M	Sell	33,772 -110	-0.3%	-$14.8K	0.49%	36
2024 Q4	$4.45M	Sell	33,882 -147	-0.4%	-$20K	0.48%	35
2024 Q3	$4.6M	Sell	34,029 -23	-0.1%	-$2.97K	0.49%	36
2024 Q2	$4.12M	Sell	34,052 -140	-0.4%	-$17K	0.46%	36
2024 Q1	$4.21M	Sell	34,192 -467	-1%	-$54.7K	0.48%	36
2023 Q4	$4.06M	Buy	34,659 +1	+0%	+$110	0.51%	35
2023 Q3	$3.73M	Sell	34,658 -30	-0.1%	-$3.41K	0.5%	35
2023 Q2	$3.93M	Sell	34,688 -391	-1%	-$44.5K	0.52%	29
2023 Q1	$4.11M	Hold	35,079	–	–	0.58%	26
2022 Q4	$4.23M	Sell	35,079 -1,070	-3%	-$127K	0.65%	23
2022 Q3	$3.88M	Buy	36,149 +970	+3%	+$116K	0.67%	22
2022 Q2	$4.14M	Hold	35,179	–	–	0.7%	24
2022 Q1	$4.51M	Sell	35,179 -62	-0.2%	-$7.75K	0.68%	26
2021 Q4	$4.32M	Sell	35,241 -846	-2%	-$101K	0.63%	28
2021 Q3	$4.14M	Hold	36,087	–	–	0.68%	28
2021 Q2	$4.21M	Sell	36,087 -12	-0%	-$1.43K	0.71%	27
2021 Q1	$4.12M	Sell	36,099 -1,417	-4%	-$150K	0.75%	25
2020 Q4	$3.61M	Sell	37,516 -371	-1%	-$33.7K	0.68%	25
2020 Q3	$3.09M	Sell	37,887 -50	-0.1%	-$4.17K	0.64%	23
2020 Q2	$3.06M	Sell	37,937 -6,198	-14%	-$495K	0.72%	23
2020 Q1	$3.25M	Buy	44,135 +1,416	+3%	+$135K	0.85%	19
2019 Q4	$4.51M	Sell	42,719 -6,252	-13%	-$644K	0.98%	21
2019 Q3	$4.99M	Buy	48,971 +5,464	+13%	+$545K	1.14%	18
2019 Q2	$4.33M	Sell	43,507 -22	-0.1%	-$2.17K	1%	20
2019 Q1	$4.27M	Sell	43,529 -9,736	-18%	-$933K	1.03%	18
2018 Q4	$4.76M	Buy	53,265 +8,384	+19%	+$803K	1.33%	17
2018 Q3	$4.48M	Sell	44,881 -465	-1%	-$46.6K	1.11%	20
2018 Q2	$4.43M	Sell	45,346 -440	-1%	-$42.7K	1.15%	24
2018 Q1	$4.36M	Sell	45,786 -2,555	-5%	-$249K	1.15%	22
2017 Q4	$4.76M	Sell	48,341 -243	-0.5%	-$23.4K	1.3%	18
2017 Q3	$4.55M	Sell	48,584 -8,774	-15%	-$812K	1.28%	18
2017 Q2	$5.29M	Buy	57,358 +8,391	+17%	+$772K	1.56%	15
2017 Q1	$4.46M	Sell	48,967 -2,049	-4%	-$186K	1.4%	15
2016 Q4	$4.52M	Sell	51,016 -5,050	-9%	-$435K	1.62%	13
2016 Q3	$4.8M	Sell	56,066 -10,722	-16%	-$925K	1.74%	14
2016 Q2	$5.7M	Sell	66,788 -3,632	-5%	-$299K	2.07%	13
2016 Q1	$5.75M	Sell	70,420 -10,136	-13%	-$774K	2.33%	11
2015 Q4	$6.05M	Sell	80,556 -2,374	-3%	-$180K	2.39%	10
2015 Q3	$6.03M	Sell	82,930 -19,831	-19%	-$1.48M	2.75%	9
2015 Q2	$7.72M	Sell	102,761 -23,016	-18%	-$1.8M	3.14%	7
2015 Q1	$9.8M	Buy	125,777 +8,066	+7%	+$638K	4.1%	6
2014 Q4	$9.35M	Buy	+117,711	New	+$9.09M	4.24%	5

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

Moment Partners San Francisco, California $555M AUM 26.86% 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

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

MV Capital Management reduced its iShares Select Dividend ETF (DVY) stake by 0.55% in Q2 2026, selling an estimated $27.6K and leaving 32,643 shares worth $5.1M. The position accounts for 0.45% of the portfolio, ranked #40.

MV Capital Management first reported a position in DVY in Q4 2014 and has held it in 47 quarters since. The position peaked at $9.8M in Q1 2015. 729 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

MV Capital Management held 32,643 shares of iShares Select Dividend ETF worth $5.1M as of Q2 2026.
MV Capital Management sold 179 iShares Select Dividend ETF shares in Q2 2026, an estimated $27.6K.
iShares Select Dividend ETF made up 0.45% of MV Capital Management's portfolio in Q2 2026, its #40 holding.
MV Capital Management first reported a position in iShares Select Dividend ETF in Q4 2014 and has held it in 47 quarters since.
MV Capital Management's iShares Select Dividend ETF position peaked at $9.8M in Q1 2015.
729 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.