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Summit Wealth & Retirement Planning’s iShares Select Dividend ETF DVY Stock Holding History

Summit Wealth & Retirement Planning’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 		– Sell
-1,459
Closed -$221K – 115
2026
Q1 		$221K Hold
1,459
– – 0.05% 102
2025
Q4 		$206K Hold
1,459
– – 0.05% 108
2025
Q3 		$207K Buy
+1,459
New +$202K 0.05% 103

Other funds holding DVY

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summit Wealth & Retirement Planning's DVY Position: Q2 2026 in Review

Summit Wealth & Retirement Planning sold out of iShares Select Dividend ETF (DVY) in Q2 2026, closing a stake of 1,459 shares — an estimated $221K sold.

Summit Wealth & Retirement Planning first reported a position in DVY in Q3 2025 and held it in 3 quarters. The position peaked at $221K in Q1 2026. 682 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Summit Wealth & Retirement Planning reported no remaining iShares Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 1,459 iShares Select Dividend ETF shares in Q2 2026, an estimated $221K.
  • Summit Wealth & Retirement Planning first reported a position in iShares Select Dividend ETF in Q3 2025 and held it in 3 quarters.
  • Summit Wealth & Retirement Planning's iShares Select Dividend ETF position peaked at $221K in Q1 2026.
  • 682 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.