Decision Investments’s iShares Select Dividend ETF DVY Stock Holding History

Decision Investments’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	–	Sell	-1,300	Closed	-$203K	–	150
2026 Q2	$203K	Buy	+1,300	New	+$200K	0.19%	113

Other funds holding DVY

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

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

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

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

Decision Investments's DVY Position: Q3 2026 in Review

Decision Investments sold out of iShares Select Dividend ETF (DVY) in Q3 2026, closing a stake of 1,300 shares — an estimated $203K sold.

Decision Investments first reported a position in DVY in Q2 2026 and held it in 1 quarter. The position peaked at $203K in Q2 2026. 67 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Decision Investments reported no remaining iShares Select Dividend ETF position as of Q3 2026 after selling out during the quarter.
Decision Investments sold 1,300 iShares Select Dividend ETF shares in Q3 2026, an estimated $203K.
Decision Investments first reported a position in iShares Select Dividend ETF in Q2 2026 and held it in 1 quarter.
Decision Investments's iShares Select Dividend ETF position peaked at $203K in Q2 2026.
67 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.