Onyx Bridge Wealth Group’s iShares Select Dividend ETF DVY Stock Holding History

Onyx Bridge Wealth Group’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	$261K	Buy	1,667 +10	+0.6%	+$1.54K	0.02%	328
2026 Q1	$251K	Sell	1,657 -194	-10%	-$29.3K	0.03%	313
2025 Q4	$261K	Buy	1,851 +9	+0.5%	+$1.27K	0.03%	300
2025 Q3	$262K	Buy	+1,842	New	+$255K	0.03%	299
2023 Q1	–	Sell	-2,148	Closed	-$266K	–	192
2022 Q4	$266K	Buy	+2,148	New	+$254K	0.11%	134
2022 Q3	–	Sell	-1,829	Closed	-$215K	–	182
2022 Q2	$215K	Hold	1,829	–	–	0.1%	134
2022 Q1	$230K	Sell	1,829 -404	-18%	-$50.5K	0.09%	127
2021 Q4	$275K	Sell	2,233 -46	-2%	-$5.48K	0.09%	124
2021 Q3	$269K	Hold	2,279	–	–	0.1%	110
2021 Q2	$262K	Buy	2,279 +475	+26%	+$56.5K	0.11%	92
2021 Q1	$206K	Buy	+1,804	New	+$191K	0.1%	96

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

PAG

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Onyx Bridge Wealth Group's DVY Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its iShares Select Dividend ETF (DVY) stake by 0.6% in Q2 2026, buying an estimated $1.54K and bringing the position to 1,667 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #328.

Onyx Bridge Wealth Group first reported a position in DVY in Q1 2021 and has held it in 11 quarters since. The position peaked at $275K in Q4 2021. 595 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Onyx Bridge Wealth Group held 1,667 shares of iShares Select Dividend ETF worth $261K as of Q2 2026.
Onyx Bridge Wealth Group bought 10 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.54K.
iShares Select Dividend ETF made up 0.02% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #328 holding.
Onyx Bridge Wealth Group first reported a position in iShares Select Dividend ETF in Q1 2021 and has held it in 11 quarters since.
Onyx Bridge Wealth Group's iShares Select Dividend ETF position peaked at $275K in Q4 2021.
595 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.