Richards, Merrill & Peterson’s iShares Select Dividend ETF DVY Stock Holding History

Richards, Merrill & Peterson’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	$31.3K	Hold	200	–	–	0.01%	258
2026 Q1	$30.3K	Hold	200	–	–	0.01%	245
2025 Q4	$28.2K	Hold	200	–	–	0.01%	236
2025 Q3	$28.4K	Hold	200	–	–	0.01%	197
2025 Q2	$26.6K	Sell	200 -196	-49%	-$25.4K	0.01%	187
2025 Q1	$53.2K	Hold	396	–	–	0.03%	245
2024 Q4	$52K	Buy	+396	New	+$54K	0.03%	236

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

Richards, Merrill & Peterson's DVY Position: Q2 2026 in Review

Richards, Merrill & Peterson held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 200 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #258.

Richards, Merrill & Peterson first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $53.2K in Q1 2025. 768 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Richards, Merrill & Peterson held 200 shares of iShares Select Dividend ETF worth $31.3K as of Q2 2026.
Richards, Merrill & Peterson left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #258 holding.
Richards, Merrill & Peterson first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's iShares Select Dividend ETF position peaked at $53.2K in Q1 2025.
768 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.