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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$227K Buy
1,500
+8
+0.5% +$1.21K 0.11% 60
2025
Q4
$211K Buy
+1,492
New +$211K 0.1% 66

Other funds holding DVY

Curry Webb Wealth Management's DVY Position: Q1 2026 in Review

Curry Webb Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 0.54% in Q1 2026, buying an estimated $1.21K and bringing the position to 1,500 shares worth $227K. The position accounts for 0.11% of the portfolio, ranked #60.

Curry Webb Wealth Management first reported a position in DVY in Q4 2025 and has held it in 2 quarters since. 1,420 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Curry Webb Wealth Management held 1,500 shares of iShares Select Dividend ETF worth $227K as of Q1 2026.
  • Curry Webb Wealth Management bought 8 iShares Select Dividend ETF shares in Q1 2026, an estimated $1.21K.
  • iShares Select Dividend ETF made up 0.11% of Curry Webb Wealth Management's portfolio in Q1 2026, its #60 holding.
  • Curry Webb Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.