Byrne Asset Management’s iShares Select Dividend ETF DVY Stock Holding History

Byrne Asset 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	$48.1K	Hold	315	–	–	0.03%	286
2026 Q2	$49.2K	Hold	315	–	–	0.03%	292
2026 Q1	$47.7K	Hold	315	–	–	0.03%	283
2025 Q4	$44.5K	Buy	+315	New	+$44.5K	0.02%	285
2025 Q3	–	Sell	-325	Closed	-$45K	–	261
2025 Q2	$43.2K	Sell	325 -175	-35%	-$22.7K	0.03%	263
2025 Q1	$67.1K	Buy	+500	New	+$67K	0.05%	178

Other funds holding DVY

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

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 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

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Byrne Asset Management's DVY Position: Q3 2026 in Review

Byrne Asset Management held its iShares Select Dividend ETF (DVY) position steady in Q3 2026 at 315 shares worth $48.1K. The position accounts for 0.03% of the portfolio, ranked #286.

Byrne Asset Management first reported a position in DVY in Q1 2025 and has held it in 6 quarters since. The position peaked at $67.1K in Q1 2025. 67 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Byrne Asset Management held 315 shares of iShares Select Dividend ETF worth $48.1K as of Q3 2026.
Byrne Asset Management left its iShares Select Dividend ETF share count unchanged in Q3 2026.
iShares Select Dividend ETF made up 0.03% of Byrne Asset Management's portfolio in Q3 2026, its #286 holding.
Byrne Asset Management first reported a position in iShares Select Dividend ETF in Q1 2025 and has held it in 6 quarters since.
Byrne Asset Management's iShares Select Dividend ETF position peaked at $67.1K in Q1 2025.
67 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.