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

Sard Wealth Management 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	$265K	Buy	1,698 +5	+0.3%	+$770	0.13%	52
2026 Q1	$256K	Buy	1,693 +5	+0.3%	+$755	0.14%	51
2025 Q4	$238K	Buy	1,688 +6	+0.4%	+$848	0.13%	54
2025 Q3	$239K	Buy	1,682 +6	+0.4%	+$831	0.14%	49
2025 Q2	$223K	Buy	1,676 +6	+0.4%	+$777	0.14%	43
2025 Q1	$224K	Buy	1,670 +5	+0.3%	+$670	0.15%	44
2024 Q4	$219K	Buy	1,665 +6	+0.4%	+$818	0.15%	42
2024 Q3	$224K	Sell	1,659 -174	-9%	-$22.5K	0.15%	41
2024 Q2	$222K	Sell	1,833 -43,059	-96%	-$5.23M	0.16%	40
2024 Q1	$5.53M	Sell	44,892 -651	-1%	-$76.2K	5%	6
2023 Q4	$5.34M	Buy	+45,543	New	+$5.01M	5.39%	5

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

Sard Wealth Management Group's DVY Position: Q2 2026 in Review

Sard Wealth Management Group increased its iShares Select Dividend ETF (DVY) stake by 0.3% in Q2 2026, buying an estimated $770 and bringing the position to 1,698 shares worth $265K. The position accounts for 0.13% of the portfolio, ranked #52.

Sard Wealth Management Group first reported a position in DVY in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.53M in Q1 2024. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Sard Wealth Management Group held 1,698 shares of iShares Select Dividend ETF worth $265K as of Q2 2026.
Sard Wealth Management Group bought 5 iShares Select Dividend ETF shares in Q2 2026, an estimated $770.
iShares Select Dividend ETF made up 0.13% of Sard Wealth Management Group's portfolio in Q2 2026, its #52 holding.
Sard Wealth Management Group first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Sard Wealth Management Group's iShares Select Dividend ETF position peaked at $5.53M in Q1 2024.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.