Diversified Enterprises’s iShares Select Dividend ETF DVY Stock Holding History

Diversified 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	$350K	Buy	2,305 +926	+67%	+$149K	0.02%	324
2026 Q2	$216K	Buy	1,379 +1	+0.1%	+$154	0.01%	401
2026 Q1	$209K	Sell	1,378 -499	-27%	-$75.4K	0.01%	394
2025 Q4	$265K	Buy	1,877 +149	+9%	+$21K	0.02%	322
2025 Q3	$245K	Sell	1,728 -26	-1%	-$3.6K	0.02%	277
2025 Q2	$233K	Buy	+1,754	New	+$227K	0.02%	276

Other funds holding DVY

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Diversified Enterprises's DVY Position: Q3 2026 in Review

Diversified Enterprises increased its iShares Select Dividend ETF (DVY) stake by 67% in Q3 2026, buying an estimated $149K and bringing the position to 2,305 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #324.

Diversified Enterprises first reported a position in DVY in Q2 2025 and has held it in 6 quarters since. 689 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Diversified Enterprises held 2,305 shares of iShares Select Dividend ETF worth $350K as of Q3 2026.
Diversified Enterprises bought 926 iShares Select Dividend ETF shares in Q3 2026, an estimated $149K.
iShares Select Dividend ETF made up 0.02% of Diversified Enterprises's portfolio in Q3 2026, its #324 holding.
Diversified Enterprises first reported a position in iShares Select Dividend ETF in Q2 2025 and has held it in 6 quarters since.
689 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.