Resonant Capital Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Resonant Capital 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	$1.09M	Hold	7,000	–	–	0.05%	179
2026 Q1	$1.06M	Hold	7,000	–	–	0.06%	170
2025 Q4	$988K	Hold	7,000	–	–	0.05%	166
2025 Q3	$995K	Sell	7,000 -57	-0.8%	-$7.89K	0.06%	167
2025 Q2	$937K	Buy	7,057 +50	+0.7%	+$6.47K	0.06%	165
2025 Q1	$941K	Buy	7,007 +7	+0.1%	+$939	0.07%	151
2024 Q4	$919K	Hold	7,000	–	–	0.07%	155
2024 Q3	$945K	Hold	7,000	–	–	0.07%	161
2024 Q2	$847K	Hold	7,000	–	–	0.07%	162
2024 Q1	$862K	Hold	7,000	–	–	0.07%	161
2023 Q4	$821K	Hold	7,000	–	–	0.08%	149
2023 Q3	$764K	Hold	7,000	–	–	0.08%	142
2023 Q2	$793K	Hold	7,000	–	–	0.09%	134
2023 Q1	$820K	Hold	7,000	–	–	0.09%	128
2022 Q4	$844K	Hold	7,000	–	–	0.11%	126
2022 Q3	$751K	Hold	7,000	–	–	0.11%	117
2022 Q2	$824K	Hold	7,000	–	–	0.13%	112
2022 Q1	$901K	Hold	7,000	–	–	0.13%	102
2021 Q4	$858K	Hold	7,000	–	–	0.13%	94
2021 Q3	$803K	Hold	7,000	–	–	0.14%	93
2021 Q2	$816K	Hold	7,000	–	–	0.16%	90
2021 Q1	$799K	Hold	7,000	–	–	0.16%	90
2020 Q4	$673K	Sell	7,000 -1,050	-13%	-$95.3K	0.16%	94
2020 Q3	$656K	Hold	8,050	–	–	0.19%	87
2020 Q2	$650K	Sell	8,050 -224	-3%	-$17.9K	0.19%	92
2020 Q1	$608K	Hold	8,274	–	–	0.22%	112
2019 Q4	$874K	Buy	+8,274	New	+$852K	0.28%	109

Other funds holding DVY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Resonant Capital Advisors's DVY Position: Q2 2026 in Review

Resonant Capital Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 7,000 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #179.

Resonant Capital Advisors first reported a position in DVY in Q4 2019 and has held it in 27 quarters since. 762 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Resonant Capital Advisors held 7,000 shares of iShares Select Dividend ETF worth $1.09M as of Q2 2026.
Resonant Capital Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.05% of Resonant Capital Advisors's portfolio in Q2 2026, its #179 holding.
Resonant Capital Advisors first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 27 quarters since.
762 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.