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

Alterna 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	$1.21M	Hold	7,957	–	–	0.67%	44
2026 Q2	$1.24M	Hold	7,957	–	–	0.71%	41
2026 Q1	$1.2M	Hold	7,957	–	–	0.91%	35
2025 Q4	$1.12M	Hold	7,957	–	–	0.94%	31
2025 Q3	$1.13M	Hold	7,957	–	–	0.93%	32
2025 Q2	$1.06M	Sell	7,957 -12	-0.2%	-$1.55K	0.85%	32
2025 Q1	$1.07M	Buy	7,969 +12	+0.2%	+$1.61K	0.81%	33
2024 Q4	$1.04M	Hold	7,957	–	–	0.88%	31
2024 Q3	$1.07M	Hold	7,957	–	–	0.96%	27
2024 Q2	$963K	Buy	+7,957	New	+$966K	0.84%	33

Other funds holding DVY

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

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

Alterna Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q3 2026 at 7,957 shares worth $1.21M. The position accounts for 0.67% of the portfolio, ranked #44.

Alterna Wealth Management first reported a position in DVY in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.24M in Q2 2026. 1,279 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Alterna Wealth Management held 7,957 shares of iShares Select Dividend ETF worth $1.21M as of Q3 2026.
Alterna Wealth Management left its iShares Select Dividend ETF share count unchanged in Q3 2026.
iShares Select Dividend ETF made up 0.67% of Alterna Wealth Management's portfolio in Q3 2026, its #44 holding.
Alterna Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2024 and has held it in 10 quarters since.
Alterna Wealth Management's iShares Select Dividend ETF position peaked at $1.24M in Q2 2026.
1,279 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Alterna Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.