Altus Wealth Group
DVY icon

Altus Wealth Group’s iShares Select Dividend ETF DVY Stock Holding History

Altus Wealth Group’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 		$280K Sell
1,840
-24
-1% -$3.87K 0.11% 107
2026
Q2 		$291K Buy
1,864
+57
+3% +$8.78K 0.11% 117
2026
Q1 		$274K Sell
1,807
-124
-6% -$18.7K 0.11% 113
2025
Q4 		$273K Sell
1,931
-5
-0.3% -$706 0.11% 113
2025
Q3 		$275K Hold
1,936
– – 0.11% 112
2025
Q2 		$257K Buy
1,936
+1
+0.1% +$129 0.11% 111
2025
Q1 		$260K Sell
1,935
-301
-13% -$40.4K 0.12% 110
2024
Q4 		$294K Hold
2,236
– – 0.13% 114
2024
Q3 		$302K Sell
2,236
-595
-21% -$76.9K 0.13% 111
2024
Q2 		$343K Sell
2,831
-53
-2% -$6.43K 0.17% 100
2024
Q1 		$355K Sell
2,884
-148
-5% -$17.3K 0.18% 106
2023
Q4 		$355K Sell
3,032
-170
-5% -$18.7K 0.2% 101
2023
Q3 		$345K Hold
3,202
– – 0.22% 95
2023
Q2 		$363K Sell
3,202
-446
-12% -$50.8K 0.22% 97
2023
Q1 		$427K Sell
3,648
-95
-3% -$11.5K 0.29% 80
2022
Q4 		$451K Buy
3,743
+646
+21% +$76.4K 0.34% 75
2022
Q3 		$355K Hold
3,097
– – 0.35% 72
2022
Q2 		$355K Buy
3,097
+11
+0.4% +$1.38K 0.35% 72
2022
Q1 		$395K Sell
3,086
-11
-0.4% -$1.37K 0.32% 67
2021
Q4 		$380K Hold
3,097
– – 0.31% 74
2021
Q3 		$355K Buy
3,097
+22
+0.7% +$2.57K 0.35% 72
2021
Q2 		$359K Hold
3,075
– – 0.35% 69
2021
Q1 		$369K Sell
3,075
-5
-0.2% -$528 0.37% 66
2020
Q4 		$296K Buy
+3,080
New +$280K 0.28% 71

Other funds holding DVY

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Altus Wealth Group's DVY Position: Q3 2026 in Review

Altus Wealth Group reduced its iShares Select Dividend ETF (DVY) stake by 1.3% in Q3 2026, selling an estimated $3.87K and leaving 1,840 shares worth $280K. The position accounts for 0.11% of the portfolio, ranked #107.

Altus Wealth Group first reported a position in DVY in Q4 2020 and has held it in 24 quarters since. The position peaked at $451K in Q4 2022. 704 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • Altus Wealth Group held 1,840 shares of iShares Select Dividend ETF worth $280K as of Q3 2026.
  • Altus Wealth Group sold 24 iShares Select Dividend ETF shares in Q3 2026, an estimated $3.87K.
  • iShares Select Dividend ETF made up 0.11% of Altus Wealth Group's portfolio in Q3 2026, its #107 holding.
  • Altus Wealth Group first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 24 quarters since.
  • Altus Wealth Group's iShares Select Dividend ETF position peaked at $451K in Q4 2022.
  • 704 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.