AWE
DVY icon

Avidian Wealth Enterprises’s iShares Select Dividend ETF DVY Stock Holding History

Avidian Wealth Enterprises’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 		$2.43M Buy
15,949
+2,241
+16% +$361K 0.07% 186
2026
Q2 		$2.14M Buy
13,708
+2,957
+28% +$455K 0.06% 201
2026
Q1 		$1.63M Buy
10,751
+8,637
+409% +$1.3M 0.05% 226
2025
Q4 		$298K Buy
2,114
+1
+0% +$141 0.01% 477
2025
Q3 		$300K Sell
2,113
-279
-12% -$38.6K 0.01% 470
2025
Q2 		$318K Buy
2,392
+188
+9% +$24.3K 0.01% 431
2025
Q1 		$296K Buy
2,204
+118
+6% +$15.8K 0.01% 422
2024
Q4 		$274K Buy
2,086
+3
+0.1% +$409 0.01% 419
2024
Q3 		$281K Buy
2,083
+4
+0.2% +$517 0.01% 408
2024
Q2 		$251K Buy
2,079
+3
+0.1% +$364 0.01% 428
2024
Q1 		$256K Buy
2,076
+2
+0.1% +$234 0.01% 384
2023
Q4 		$243K Buy
2,074
+8
+0.4% +$880 0.02% 379
2023
Q3 		$222K Hold
2,066
– – 0.02% 371
2023
Q2 		$234K Sell
2,066
-2,746
-57% -$313K 0.02% 383
2023
Q1 		$564K Buy
4,812
+2,064
+75% +$250K 0.03% 273
2022
Q4 		$331K Buy
+2,748
New +$325K 0.02% 342
2020
Q2 		– Sell
-3,352
Closed -$247K – 268
2020
Q1 		$247K Buy
3,352
+5
+0.1% +$478 0.04% 164
2019
Q4 		$354K Buy
3,347
+3
+0.1% +$309 0.05% 157
2019
Q3 		$341K Buy
+3,344
New +$333K 0.06% 136

Other funds holding DVY

KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Avidian Wealth Enterprises's DVY Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its iShares Select Dividend ETF (DVY) stake by 16% in Q3 2026, buying an estimated $361K and bringing the position to 15,949 shares worth $2.43M. The position accounts for 0.07% of the portfolio, ranked #186.

Avidian Wealth Enterprises first reported a position in DVY in Q3 2019 and has held it in 19 quarters since. 60 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • Avidian Wealth Enterprises held 15,949 shares of iShares Select Dividend ETF worth $2.43M as of Q3 2026.
  • Avidian Wealth Enterprises bought 2,241 iShares Select Dividend ETF shares in Q3 2026, an estimated $361K.
  • iShares Select Dividend ETF made up 0.07% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #186 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Select Dividend ETF in Q3 2019 and has held it in 19 quarters since.
  • 60 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.