Stronghold Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Stronghold Wealth Management's DVY Position: Q2 2026 in Review
Stronghold Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 3.6% in Q2 2026, selling an estimated $38K and leaving 6,522 shares worth $1.02M. The position accounts for 1.36% of the portfolio, ranked #14.
Stronghold Wealth Management first reported a position in DVY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q1 2026. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Stronghold Wealth Management held 6,522 shares of iShares Select Dividend ETF worth $1.02M as of Q2 2026.
- Stronghold Wealth Management sold 247 iShares Select Dividend ETF shares in Q2 2026, an estimated $38K.
- iShares Select Dividend ETF made up 1.36% of Stronghold Wealth Management's portfolio in Q2 2026, its #14 holding.
- Stronghold Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
- Stronghold Wealth Management's iShares Select Dividend ETF position peaked at $1.02M in Q1 2026.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Stronghold Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.