Argyle Capital Partners’s iShares Select Dividend ETF DVY Stock Holding History

Argyle Capital Partners’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	$1.13M	Sell	7,439 -95	-1%	-$15.3K	0.7%	45
2026 Q2	$1.18M	Hold	7,534	–	–	0.74%	41
2026 Q1	$1.14M	Buy	7,534 +1,605	+27%	+$242K	0.82%	38
2025 Q4	$837K	Sell	5,929 -1,402	-19%	-$198K	0.61%	48
2025 Q3	$1.04M	Buy	7,331 +288	+4%	+$39.9K	0.75%	44
2025 Q2	$935K	Hold	7,043	–	–	0.77%	40
2025 Q1	$946K	Buy	7,043 +1,802	+34%	+$242K	0.81%	37
2024 Q4	$688K	Buy	+5,241	New	+$714K	0.59%	56

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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

Argyle Capital Partners's DVY Position: Q3 2026 in Review

Argyle Capital Partners reduced its iShares Select Dividend ETF (DVY) stake by 1.3% in Q3 2026, selling an estimated $15.3K and leaving 7,439 shares worth $1.13M. The position accounts for 0.7% of the portfolio, ranked #45.

Argyle Capital Partners first reported a position in DVY in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q2 2026. 816 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Argyle Capital Partners held 7,439 shares of iShares Select Dividend ETF worth $1.13M as of Q3 2026.
Argyle Capital Partners sold 95 iShares Select Dividend ETF shares in Q3 2026, an estimated $15.3K.
iShares Select Dividend ETF made up 0.7% of Argyle Capital Partners's portfolio in Q3 2026, its #45 holding.
Argyle Capital Partners first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 8 quarters since.
Argyle Capital Partners's iShares Select Dividend ETF position peaked at $1.18M in Q2 2026.
816 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Argyle Capital Partners's 13F filing for Q3 2026, filed 23 Oct 2026.