Wedmont Private Capital’s iShares Select Dividend ETF DVY Stock Holding History

Wedmont Private Capital’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	$416K	Hold	2,606	–	–	0.01%	617
2026 Q1	$399K	Sell	2,606 -549	-17%	-$82.9K	0.01%	574
2025 Q4	$450K	Buy	3,155 +549	+21%	+$77.5K	0.02%	515
2025 Q3	$371K	Hold	2,606	–	–	0.01%	555
2025 Q2	$355K	Sell	2,606 -166	-6%	-$21.5K	0.02%	523
2025 Q1	$344K	Hold	2,772	–	–	0.02%	484
2024 Q4	$356K	Hold	2,772	–	–	0.02%	486
2024 Q3	$369K	Hold	2,772	–	–	0.02%	449
2024 Q2	$347K	Hold	2,772	–	–	0.02%	450
2024 Q1	$339K	Hold	2,772	–	–	0.02%	426
2023 Q4	$329K	Hold	2,772	–	–	0.03%	399
2023 Q3	$295K	Sell	2,772 -728	-21%	-$82.8K	0.03%	386
2023 Q2	$403K	Buy	3,500 +722	+26%	+$82.2K	0.04%	301
2023 Q1	$329K	Sell	2,778 -13	-0.5%	-$1.57K	0.04%	318
2022 Q4	$346K	Buy	2,791 +355	+15%	+$42K	0.05%	304
2022 Q3	$261K	Hold	2,436	–	–	0.05%	287
2022 Q2	$287K	Hold	2,436	–	–	0.06%	244
2022 Q1	$312K	Sell	2,436 -3	-0.1%	-$375	0.07%	228
2021 Q4	$310K	Buy	+2,439	New	+$291K	0.1%	164

Other funds holding DVY

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

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

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Wedmont Private Capital's DVY Position: Q2 2026 in Review

Wedmont Private Capital held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 2,606 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #617.

Wedmont Private Capital first reported a position in DVY in Q4 2021 and has held it in 19 quarters since. The position peaked at $450K in Q4 2025. 508 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Wedmont Private Capital held 2,606 shares of iShares Select Dividend ETF worth $416K as of Q2 2026.
Wedmont Private Capital left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #617 holding.
Wedmont Private Capital first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 19 quarters since.
Wedmont Private Capital's iShares Select Dividend ETF position peaked at $450K in Q4 2025.
508 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.