Wealthcare Capital Partners’s iShares Select Dividend ETF DVY Stock Holding History

Wealthcare Capital 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	$306K	Buy	1,958 +16	+0.8%	+$2.46K	0.13%	131
2026 Q1	$294K	Buy	1,942 +15	+0.8%	+$2.27K	0.14%	122
2025 Q4	$272K	Buy	1,927 +21	+1%	+$2.97K	0.13%	121
2025 Q3	$271K	Buy	1,906 +17	+0.9%	+$2.35K	0.12%	127
2025 Q2	$251K	Buy	1,889 +18	+1%	+$2.33K	0.13%	127
2025 Q1	$251K	Buy	1,871 +15	+0.8%	+$2.01K	0.13%	114
2024 Q4	$244K	Buy	+1,856	New	+$253K	0.13%	105

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

Wealthcare Capital Partners's DVY Position: Q2 2026 in Review

Wealthcare Capital Partners increased its iShares Select Dividend ETF (DVY) stake by 0.82% in Q2 2026, buying an estimated $2.46K and bringing the position to 1,958 shares worth $306K. The position accounts for 0.13% of the portfolio, ranked #131.

Wealthcare Capital Partners first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. 729 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Wealthcare Capital Partners held 1,958 shares of iShares Select Dividend ETF worth $306K as of Q2 2026.
Wealthcare Capital Partners bought 16 iShares Select Dividend ETF shares in Q2 2026, an estimated $2.46K.
iShares Select Dividend ETF made up 0.13% of Wealthcare Capital Partners's portfolio in Q2 2026, its #131 holding.
Wealthcare Capital Partners first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
729 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.