Relyea Zuckerberg Hanson’s iShares Select Dividend ETF DVY Stock Holding History

Relyea Zuckerberg Hanson’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	$1.4M	Buy	+8,936	New	+$1.38M	0.12%	101
2025 Q1	–	Sell	-1,711	Closed	-$225K	–	256
2024 Q4	$225K	Buy	1,711 +1	+0.1%	+$136	0.03%	239
2024 Q3	$231K	Buy	1,710 +1	+0.1%	+$129	0.04%	227
2024 Q2	$207K	Hold	1,709	–	–	0.03%	223
2024 Q1	$210K	Buy	1,709 +1	+0.1%	+$117	0.04%	221
2023 Q4	$200K	Buy	+1,708	New	+$188K	0.04%	215

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

Relyea Zuckerberg Hanson's DVY Position: Q2 2026 in Review

Relyea Zuckerberg Hanson opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 8,936 shares worth $1.4M. The stake represents 0.12% of the portfolio and ranks #101 among its holdings. This is a return to the name: Relyea Zuckerberg Hanson previously reported a position in DVY as recently as Q4 2024.

Relyea Zuckerberg Hanson first reported a position in DVY in Q4 2023 and has held it in 6 quarters since. 497 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Relyea Zuckerberg Hanson held 8,936 shares of iShares Select Dividend ETF worth $1.4M as of Q2 2026.
iShares Select Dividend ETF was a new Relyea Zuckerberg Hanson position in Q2 2026.
iShares Select Dividend ETF made up 0.12% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #101 holding.
Relyea Zuckerberg Hanson first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 6 quarters since.
497 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.