Regent Peak Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Regent Peak Wealth Advisors’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	$480K	Hold	3,073	–	–	0.09%	103
2026 Q1	$465K	Sell	3,073 -667	-18%	-$101K	0.09%	96
2025 Q4	$528K	Sell	3,740 -777	-17%	-$110K	0.1%	86
2025 Q3	$642K	Buy	+4,517	New	+$626K	0.13%	71
2025 Q1	$797K	Sell	5,936 -2,073	-26%	-$278K	0.19%	55
2024 Q4	$1.05M	Hold	8,009	–	–	0.24%	46
2024 Q3	$1.08M	Hold	8,009	–	–	0.25%	60
2024 Q2	$969K	Sell	8,009 -488	-6%	-$59.2K	0.22%	63
2024 Q1	$1.05M	Hold	8,497	–	–	0.27%	58
2023 Q4	$996K	Buy	8,497 +5,796	+215%	+$638K	0.27%	58
2023 Q3	$291K	Sell	2,701 -168	-6%	-$19.1K	0.09%	111
2023 Q2	$325K	Buy	2,869 +419	+17%	+$47.7K	0.09%	100
2023 Q1	$287K	Sell	2,450 -2,065	-46%	-$250K	0.09%	114
2022 Q4	$545K	Buy	4,515 +1,105	+32%	+$131K	0.18%	78
2022 Q3	$365K	Buy	3,410 +74	+2%	+$8.87K	0.13%	99
2022 Q2	$392K	Buy	+3,336	New	+$418K	0.13%	98

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Regent Peak Wealth Advisors's DVY Position: Q2 2026 in Review

Regent Peak Wealth Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 3,073 shares worth $480K. The position accounts for 0.09% of the portfolio, ranked #103.

Regent Peak Wealth Advisors first reported a position in DVY in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.08M in Q3 2024. 298 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Regent Peak Wealth Advisors held 3,073 shares of iShares Select Dividend ETF worth $480K as of Q2 2026.
Regent Peak Wealth Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.09% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #103 holding.
Regent Peak Wealth Advisors first reported a position in iShares Select Dividend ETF in Q2 2022 and has held it in 16 quarters since.
Regent Peak Wealth Advisors's iShares Select Dividend ETF position peaked at $1.08M in Q3 2024.
298 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.