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

Activest 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 Q3	$2.28K	Sell	15 -39	-72%	-$6.28K	﹤0.01%	788
2026 Q2	$8.44K	Hold	54	–	–	﹤0.01%	611
2026 Q1	$8.18K	Buy	+54	New	+$8.16K	﹤0.01%	724

Other funds holding DVY

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

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

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Activest Wealth Management's DVY Position: Q3 2026 in Review

Activest Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 72% in Q3 2026, selling an estimated $6.28K and leaving 15 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Activest Wealth Management first reported a position in DVY in Q1 2026 and has held it in 3 quarters since. The position peaked at $8.44K in Q2 2026. 689 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Activest Wealth Management held 15 shares of iShares Select Dividend ETF worth $2.28K as of Q3 2026.
Activest Wealth Management sold 39 iShares Select Dividend ETF shares in Q3 2026, an estimated $6.28K.
iShares Select Dividend ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #788 holding.
Activest Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2026 and has held it in 3 quarters since.
Activest Wealth Management's iShares Select Dividend ETF position peaked at $8.44K in Q2 2026.
689 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.