SHP Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
SHP Wealth Management's DVY Position: Q2 2026 in Review
SHP Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 43% in Q2 2026, buying an estimated $157K and bringing the position to 3,412 shares worth $533K. The position accounts for 0.04% of the portfolio, ranked #177.
SHP Wealth Management first reported a position in DVY in Q4 2025 and has held it in 3 quarters since. 1,426 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- SHP Wealth Management held 3,412 shares of iShares Select Dividend ETF worth $533K as of Q2 2026.
- SHP Wealth Management bought 1,023 iShares Select Dividend ETF shares in Q2 2026, an estimated $157K.
- iShares Select Dividend ETF made up 0.04% of SHP Wealth Management's portfolio in Q2 2026, its #177 holding.
- SHP Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
- 1,426 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.