David J. Yvars Group
DVY icon

David J. Yvars Group’s iShares Select Dividend ETF DVY Stock Holding History

David J. Yvars 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 		$2.3M Buy
15,100
+585
+4% +$94.3K 1.06% 17
2026
Q2 		$2.27M Buy
14,515
+823
+6% +$127K 1.07% 18
2026
Q1 		$2.07M Buy
13,692
+374
+3% +$56.5K 1.16% 15
2025
Q4 		$1.88M Buy
13,318
+197
+2% +$27.8K 1% 18
2025
Q3 		$1.86M Buy
13,121
+32
+0.2% +$4.43K 1% 20
2025
Q2 		$1.74M Buy
13,089
+1,859
+17% +$241K 1.02% 19
2025
Q1 		$1.5M Buy
11,230
+1,715
+18% +$230K 1.18% 16
2024
Q4 		$1.25M Buy
9,515
+74
+0.8% +$10.1K 0.76% 21
2024
Q3 		$1.27M Sell
9,441
-523
-5% -$67.6K 0.79% 22
2024
Q2 		$1.2M Buy
9,964
+23
+0.2% +$2.79K 0.75% 25
2024
Q1 		$1.22M Buy
9,941
+1,153
+13% +$135K 0.82% 23
2023
Q4 		$1.03M Buy
8,788
+1,721
+24% +$189K 0.83% 20
2023
Q3 		$761K Sell
7,067
-2,638
-27% -$300K 0.63% 26
2023
Q2 		$1.1M Sell
9,705
-372
-4% -$42.4K 0.91% 21
2023
Q1 		$1.18M Sell
10,077
-941
-9% -$114K 1.07% 22
2022
Q4 		$1.33M Sell
11,018
-688
-6% -$81.4K 1.67% 14
2022
Q3 		$1.26M Sell
11,706
-1,440
-11% -$173K 1.39% 18
2022
Q2 		$1.57M Buy
13,146
+11,505
+701% +$1.44M 2.13% 11
2022
Q1 		$210K Buy
+1,641
New +$205K 0.15% 73

Other funds holding DVY

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

David J. Yvars Group's DVY Position: Q3 2026 in Review

David J. Yvars Group increased its iShares Select Dividend ETF (DVY) stake by 4% in Q3 2026, buying an estimated $94.3K and bringing the position to 15,100 shares worth $2.3M. The position accounts for 1.06% of the portfolio, ranked #17.

David J. Yvars Group first reported a position in DVY in Q1 2022 and has held it in 19 quarters since. 439 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • David J. Yvars Group held 15,100 shares of iShares Select Dividend ETF worth $2.3M as of Q3 2026.
  • David J. Yvars Group bought 585 iShares Select Dividend ETF shares in Q3 2026, an estimated $94.3K.
  • iShares Select Dividend ETF made up 1.06% of David J. Yvars Group's portfolio in Q3 2026, its #17 holding.
  • David J. Yvars Group first reported a position in iShares Select Dividend ETF in Q1 2022 and has held it in 19 quarters since.
  • 439 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.