Urban Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Urban Wealth Management’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	$887K	Sell	5,673 -70	-1%	-$10.8K	0.77%	28
2026 Q1	$870K	Hold	5,743	–	–	0.89%	26
2025 Q4	$811K	Buy	+5,743	New	+$811K	0.75%	34

Other funds holding DVY

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Urban Wealth Management's DVY Position: Q2 2026 in Review

Urban Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 1.2% in Q2 2026, selling an estimated $10.8K and leaving 5,673 shares worth $887K. The position accounts for 0.77% of the portfolio, ranked #28.

Urban Wealth Management first reported a position in DVY in Q4 2025 and has held it in 3 quarters since. 729 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Urban Wealth Management held 5,673 shares of iShares Select Dividend ETF worth $887K as of Q2 2026.
Urban Wealth Management sold 70 iShares Select Dividend ETF shares in Q2 2026, an estimated $10.8K.
iShares Select Dividend ETF made up 0.77% of Urban Wealth Management's portfolio in Q2 2026, its #28 holding.
Urban Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
729 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.