SageGuard Financial Group’s iShares Select Dividend ETF DVY Stock Holding History

SageGuard Financial Group’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	$682K	Sell	4,362 -719	-14%	-$111K	0.1%	125
2026 Q1	$769K	Sell	5,081 -396	-7%	-$59.8K	0.12%	106
2025 Q4	$773K	Buy	+5,477	New	+$774K	0.12%	96
2021 Q3	–	Sell	-12,171	Closed	-$1.42M	–	53
2021 Q2	$1.42M	Sell	12,171 -719	-6%	-$85.5K	0.64%	43
2021 Q1	$1.46M	Sell	12,890 -522	-4%	-$55.2K	0.68%	40
2020 Q4	$1.28M	Buy	+13,412	New	+$1.22M	0.62%	44

Other funds holding DVY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SageGuard Financial Group's DVY Position: Q2 2026 in Review

SageGuard Financial Group reduced its iShares Select Dividend ETF (DVY) stake by 14% in Q2 2026, selling an estimated $111K and leaving 4,362 shares worth $682K. The position accounts for 0.1% of the portfolio, ranked #125.

SageGuard Financial Group first reported a position in DVY in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.46M in Q1 2021. 981 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

SageGuard Financial Group held 4,362 shares of iShares Select Dividend ETF worth $682K as of Q2 2026.
SageGuard Financial Group sold 719 iShares Select Dividend ETF shares in Q2 2026, an estimated $111K.
iShares Select Dividend ETF made up 0.1% of SageGuard Financial Group's portfolio in Q2 2026, its #125 holding.
SageGuard Financial Group first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's iShares Select Dividend ETF position peaked at $1.46M in Q1 2021.
981 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.