PWM
DVY icon

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

Partners 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 		$217K Hold
1,389
– – 0.21% 97
2026
Q1 		$210K Buy
+1,389
New +$210K 0.22% 103
2025
Q4 		– Sell
-1,460
Closed -$208K – 110
2025
Q3 		$208K Buy
+1,460
New +$202K 0.2% 116

Other funds holding DVY

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
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

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

Partners Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,389 shares worth $217K. The position accounts for 0.21% of the portfolio, ranked #97.

Partners Wealth Management first reported a position in DVY in Q3 2025 and has held it in 3 quarters since. 432 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Partners Wealth Management held 1,389 shares of iShares Select Dividend ETF worth $217K as of Q2 2026.
  • Partners Wealth Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
  • iShares Select Dividend ETF made up 0.21% of Partners Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Partners Wealth Management first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 3 quarters since.
  • 432 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.