Farther Finance Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Farther Finance Advisors’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	$5.09M	Buy	33,461 +2,998	+10%	+$483K	0.04%	424
2026 Q2	$4.76M	Buy	30,463 +1,207	+4%	+$186K	0.04%	421
2026 Q1	$4.42M	Buy	29,256 +1,185	+4%	+$179K	0.04%	378
2025 Q4	$3.96M	Buy	28,071 +14,034	+100%	+$1.98M	0.04%	370
2025 Q3	$1.99M	Buy	14,037 +1,789	+15%	+$248K	0.03%	456
2025 Q2	$1.63M	Buy	12,248 +2,049	+20%	+$265K	0.03%	426
2025 Q1	$1.37M	Buy	10,199 +8,895	+682%	+$1.19M	0.03%	400
2024 Q4	$171K	Buy	1,304 +48	+4%	+$6.54K	0.01%	1058
2024 Q3	$170K	Buy	1,256 +1	+0.1%	+$129	0.01%	1061
2024 Q2	$151K	Buy	1,255 +508	+68%	+$61.7K	0.01%	960
2024 Q1	$91.3K	Buy	747 +2	+0.3%	+$234	0.01%	970
2023 Q4	$87.3K	Buy	745 +240	+48%	+$26.4K	0.01%	842
2023 Q3	$54.4K	Buy	505 +54	+12%	+$6.14K	0.01%	745
2023 Q2	$51.1K	Buy	451 +130	+40%	+$14.8K	0.01%	666
2023 Q1	$37.6K	Buy	321 +264	+463%	+$31.9K	0.01%	692
2022 Q4	$6.87K	Buy	+57	New	+$6.74K	﹤0.01%	1068

Other funds holding DVY

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 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

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Farther Finance Advisors's DVY Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Select Dividend ETF (DVY) stake by 9.8% in Q3 2026, buying an estimated $483K and bringing the position to 33,461 shares worth $5.09M. The position accounts for 0.04% of the portfolio, ranked #424.

Farther Finance Advisors first reported a position in DVY in Q4 2022 and has held it in 16 quarters since. 60 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Farther Finance Advisors held 33,461 shares of iShares Select Dividend ETF worth $5.09M as of Q3 2026.
Farther Finance Advisors bought 2,998 iShares Select Dividend ETF shares in Q3 2026, an estimated $483K.
iShares Select Dividend ETF made up 0.04% of Farther Finance Advisors's portfolio in Q3 2026, its #424 holding.
Farther Finance Advisors first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 16 quarters since.
60 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.