Schwarz Dygos Wheeler Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Schwarz Dygos Wheeler Investment 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	$19.6M	Buy	125,694 +5,817	+5%	+$896K	3.75%	7
2026 Q1	$18.2M	Buy	119,877 +1,592	+1%	+$240K	3.77%	7
2025 Q4	$16.7M	Buy	118,285 +1,055	+0.9%	+$149K	3.45%	7
2025 Q3	$16.7M	Buy	117,230 +5,910	+5%	+$819K	3.53%	7
2025 Q2	$14.8M	Buy	111,320 +3,036	+3%	+$393K	3.37%	6
2025 Q1	$14.5M	Buy	108,284 +4,674	+5%	+$627K	3.45%	6
2024 Q4	$13.6M	Buy	103,610 +3,990	+4%	+$544K	3.34%	7
2024 Q3	$13.5M	Buy	99,620 +2,457	+3%	+$318K	3.36%	6
2024 Q2	$11.8M	Buy	97,163 +3,073	+3%	+$373K	3.15%	7
2024 Q1	$11.6M	Buy	94,090 +3,956	+4%	+$463K	3.24%	6
2023 Q4	$10.6M	Buy	90,134 +1,935	+2%	+$213K	3.25%	7
2023 Q3	$9.49M	Buy	88,199 +1,967	+2%	+$224K	3.22%	7
2023 Q2	$9.77M	Buy	86,232 +688	+0.8%	+$78.4K	3.22%	7
2023 Q1	$10M	Buy	85,544 +809	+1%	+$97.9K	3.63%	5
2022 Q4	$10.2M	Buy	84,735 +2,558	+3%	+$303K	4.01%	5
2022 Q3	$8.81M	Buy	82,177 +1,029	+1%	+$123K	3.91%	6
2022 Q2	$9.55M	Buy	81,148 +3,327	+4%	+$416K	3.83%	6
2022 Q1	$9.97M	Buy	77,821 +8,433	+12%	+$1.05M	3.37%	6
2021 Q4	$8.51M	Buy	69,388 +2,585	+4%	+$308K	2.88%	6
2021 Q3	$7.66M	Buy	66,803 +1,352	+2%	+$158K	2.8%	7
2021 Q2	$7.63M	Buy	65,451 +3,130	+5%	+$372K	2.77%	7
2021 Q1	$7.11M	Buy	62,321 +1,353	+2%	+$143K	2.93%	7
2020 Q4	$5.86M	Buy	60,968 +435	+0.7%	+$39.5K	2.82%	8
2020 Q3	$4.94M	Buy	60,533 +5,104	+9%	+$426K	2.79%	7
2020 Q2	$4.45M	Buy	55,429 +2,304	+4%	+$184K	2.9%	8
2020 Q1	$3.91M	Buy	53,125 +6,237	+13%	+$596K	3.31%	7
2019 Q4	$4.95M	Buy	46,888 +732	+2%	+$75.4K	3.39%	7
2019 Q3	$4.71M	Buy	46,156 +1,882	+4%	+$188K	3.74%	5
2019 Q2	$4.41M	Buy	44,274 +1,047	+2%	+$103K	3.64%	5
2019 Q1	$4.24M	Buy	43,227 +202	+0.5%	+$19.3K	3.64%	7
2018 Q4	$3.84M	Buy	+43,025	New	+$4.12M	4.14%	5

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

Schwarz Dygos Wheeler Investment Advisors's DVY Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its iShares Select Dividend ETF (DVY) stake by 4.9% in Q2 2026, buying an estimated $896K and bringing the position to 125,694 shares worth $19.6M. The position accounts for 3.75% of the portfolio, ranked #7.

Schwarz Dygos Wheeler Investment Advisors first reported a position in DVY in Q4 2018 and has held it in 31 quarters since. 1,053 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 125,694 shares of iShares Select Dividend ETF worth $19.6M as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors bought 5,817 iShares Select Dividend ETF shares in Q2 2026, an estimated $896K.
iShares Select Dividend ETF made up 3.75% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #7 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 31 quarters since.
1,053 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.