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

Rockwood 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	$361K	Sell	2,307 -1,687	-42%	-$260K	0.02%	95
2026 Q1	$605K	Hold	3,994	–	–	0.04%	62
2025 Q4	$564K	Hold	3,994	–	–	0.04%	61
2025 Q3	$568K	Sell	3,994 -22	-0.5%	-$3.05K	0.05%	61
2025 Q2	$533K	Sell	4,016 -235	-6%	-$30.4K	0.05%	60
2025 Q1	$571K	Buy	4,251 +1,491	+54%	+$200K	0.06%	50
2024 Q4	$361K	Buy	2,760 +862	+45%	+$117K	0.04%	60
2024 Q3	$256K	Sell	1,898 -203	-10%	-$26.2K	0.03%	74
2024 Q2	$254K	Buy	+2,101	New	+$255K	0.03%	73

Other funds holding DVY

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Rockwood Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 42% in Q2 2026, selling an estimated $260K and leaving 2,307 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #95.

Rockwood Wealth Management first reported a position in DVY in Q2 2024 and has held it in 9 quarters since. The position peaked at $605K in Q1 2026. 729 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Rockwood Wealth Management held 2,307 shares of iShares Select Dividend ETF worth $361K as of Q2 2026.
Rockwood Wealth Management sold 1,687 iShares Select Dividend ETF shares in Q2 2026, an estimated $260K.
iShares Select Dividend ETF made up 0.02% of Rockwood Wealth Management's portfolio in Q2 2026, its #95 holding.
Rockwood Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2024 and has held it in 9 quarters since.
Rockwood Wealth Management's iShares Select Dividend ETF position peaked at $605K in Q1 2026.
729 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

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