Sand Hill Global Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Sand Hill Global 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	$282K	Sell	1,802 -6	-0.3%	-$924	0.01%	187
2026 Q1	$274K	Buy	1,808 +308	+21%	+$46.5K	0.01%	173
2025 Q4	$212K	Hold	1,500	–	–	0.01%	194
2025 Q3	$213K	Buy	+1,500	New	+$208K	0.01%	191
2025 Q2	–	Sell	-1,647	Closed	-$221K	–	206
2025 Q1	$221K	Hold	1,647	–	–	0.01%	179
2024 Q4	$216K	Hold	1,647	–	–	0.01%	182
2024 Q3	$222K	Buy	+1,647	New	+$213K	0.01%	184

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Sand Hill Global Advisors's DVY Position: Q2 2026 in Review

Sand Hill Global Advisors reduced its iShares Select Dividend ETF (DVY) stake by 0.33% in Q2 2026, selling an estimated $924 and leaving 1,802 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #187.

Sand Hill Global Advisors first reported a position in DVY in Q3 2024 and has held it in 7 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Sand Hill Global Advisors held 1,802 shares of iShares Select Dividend ETF worth $282K as of Q2 2026.
Sand Hill Global Advisors sold 6 iShares Select Dividend ETF shares in Q2 2026, an estimated $924.
iShares Select Dividend ETF made up 0.01% of Sand Hill Global Advisors's portfolio in Q2 2026, its #187 holding.
Sand Hill Global Advisors first reported a position in iShares Select Dividend ETF in Q3 2024 and has held it in 7 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.