STACKSTONE WEALTH, LLC’s iShares Select Dividend ETF DVY Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$3.88M	Buy	+25,524	New	+$4.11M	0.38%	63

Other funds holding DVY

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

STACKSTONE WEALTH, LLC's DVY Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares Select Dividend ETF (DVY) in Q3 2026: 25,524 shares worth $3.88M. The stake represents 0.38% of the portfolio and ranks #63 among its holdings.

315 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

STACKSTONE WEALTH, LLC held 25,524 shares of iShares Select Dividend ETF worth $3.88M as of Q3 2026.
iShares Select Dividend ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
iShares Select Dividend ETF made up 0.38% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #63 holding.
315 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.