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Summit Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

Summit Wealth Partners’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 		$4.3M Sell
27,511
-676
-2% -$104K 0.61% 44
2026
Q1 		$4.27M Buy
28,187
+12,063
+75% +$1.82M 0.68% 42
2025
Q4 		$2.28M Buy
16,124
+114
+0.7% +$16.1K 0.42% 49
2025
Q3 		$2.27M Buy
16,010
+147
+0.9% +$20.4K 0.41% 50
2025
Q2 		$2.11M Buy
15,863
+4
+0% +$518 0.4% 50
2025
Q1 		$2.13M Buy
15,859
+2,060
+15% +$276K 0.43% 49
2024
Q4 		$1.81M Buy
13,799
+205
+2% +$27.9K 0.37% 56
2024
Q3 		$1.84M Buy
13,594
+73
+0.5% +$9.44K 0.35% 60
2024
Q2 		$1.64M Sell
13,521
-225
-2% -$27.3K 0.34% 58
2024
Q1 		$1.69M Buy
13,746
+82
+0.6% +$9.6K 0.36% 52
2023
Q4 		$1.6M Sell
13,664
-138
-1% -$15.2K 0.37% 50
2023
Q3 		$1.49M Sell
13,802
-434
-3% -$49.4K 0.38% 48
2023
Q2 		$1.61M Sell
14,236
-13
-0.1% -$1.48K 0.4% 44
2023
Q1 		$1.67M Sell
14,249
-118
-0.8% -$14.3K 0.43% 41
2022
Q4 		$1.73M Buy
14,367
+173
+1% +$20.5K 0.46% 41
2022
Q3 		$1.52M Buy
14,194
+116
+0.8% +$13.9K 0.43% 42
2022
Q2 		$1.66M Buy
14,078
+72
+0.5% +$9.01K 0.44% 39
2022
Q1 		$1.79M Buy
14,006
+52
+0.4% +$6.5K 0.41% 39
2021
Q4 		$1.71M Buy
13,954
+71
+0.5% +$8.46K 0.37% 41
2021
Q3 		$1.59M Buy
13,883
+483
+4% +$56.5K 0.38% 42
2021
Q2 		$1.56M Sell
13,400
-200
-1% -$23.8K 0.37% 43
2021
Q1 		$1.55M Buy
13,600
+96
+0.7% +$10.1K 0.4% 40
2020
Q4 		$1.3M Sell
13,504
-365
-3% -$33.1K 0.35% 43
2020
Q3 		$1.13M Sell
13,869
-4,474
-24% -$373K 0.34% 53
2020
Q2 		$1.48M Sell
18,343
-3,169
-15% -$253K 0.48% 38
2020
Q1 		$1.58M Sell
21,512
-4,714
-18% -$451K 0.64% 31
2019
Q4 		$2.77M Buy
+26,226
New +$2.7M 0.96% 28

Other funds holding DVY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
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
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Summit Wealth Partners's DVY Position: Q2 2026 in Review

Summit Wealth Partners reduced its iShares Select Dividend ETF (DVY) stake by 2.4% in Q2 2026, selling an estimated $104K and leaving 27,511 shares worth $4.3M. The position accounts for 0.61% of the portfolio, ranked #44.

Summit Wealth Partners first reported a position in DVY in Q4 2019 and has held it in 27 quarters since. 813 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Summit Wealth Partners held 27,511 shares of iShares Select Dividend ETF worth $4.3M as of Q2 2026.
  • Summit Wealth Partners sold 676 iShares Select Dividend ETF shares in Q2 2026, an estimated $104K.
  • iShares Select Dividend ETF made up 0.61% of Summit Wealth Partners's portfolio in Q2 2026, its #44 holding.
  • Summit Wealth Partners first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 27 quarters since.
  • 813 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.