EWP
DVY icon

Elevation Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

Elevation Wealth Partners’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 		$435K Buy
2,862
+2,382
+496% +$384K 0.12% 92
2026
Q2 		$75K Buy
480
+2
+0.4% +$308 0.02% 226
2026
Q1 		$72.3K Buy
478
+3
+0.6% +$453 0.03% 196
2025
Q4 		$67.1K Buy
475
+3
+0.6% +$424 0.02% 203
2025
Q3 		$67.1K Buy
472
+3
+0.6% +$415 0.02% 213
2025
Q2 		$62.3K Buy
469
+2
+0.4% +$259 0.02% 212
2025
Q1 		$62.1K Buy
467
+3
+0.6% +$402 0.03% 209
2024
Q4 		$61K Buy
464
+2
+0.4% +$273 0.03% 208
2024
Q3 		$62.3K Buy
462
+4
+0.9% +$517 0.03% 203
2024
Q2 		$55.5K Buy
458
+2
+0.4% +$243 0.03% 210
2024
Q1 		$55.1K Buy
456
+277
+155% +$32.4K 0.03% 211
2023
Q4 		$21K Hold
179
– – 0.01% 280
2023
Q3 		$19.3K Hold
179
– – 0.02% 209
2023
Q2 		$20.3K Hold
179
– – 0.02% 212
2023
Q1 		$21K Buy
+179
New +$21.7K 0.02% 215

Other funds holding DVY

KL
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
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
SC
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
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Elevation Wealth Partners's DVY Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares Select Dividend ETF (DVY) stake by 496% in Q3 2026, buying an estimated $384K and bringing the position to 2,862 shares worth $435K. The position accounts for 0.12% of the portfolio, ranked #92.

Elevation Wealth Partners first reported a position in DVY in Q1 2023 and has held it in 15 quarters since. 60 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • Elevation Wealth Partners held 2,862 shares of iShares Select Dividend ETF worth $435K as of Q3 2026.
  • Elevation Wealth Partners bought 2,382 iShares Select Dividend ETF shares in Q3 2026, an estimated $384K.
  • iShares Select Dividend ETF made up 0.12% of Elevation Wealth Partners's portfolio in Q3 2026, its #92 holding.
  • Elevation Wealth Partners first reported a position in iShares Select Dividend ETF in Q1 2023 and has held it in 15 quarters since.
  • 60 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.