First Heartland Consultants’s iShares Select Dividend ETF DVY Stock Holding History

First Heartland Consultants’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	$361K	Hold	2,374	–	–	0.02%	412
2026 Q2	$371K	Buy	2,374 +103	+5%	+$15.9K	0.02%	397
2026 Q1	$344K	Sell	2,271 -31	-1%	-$4.68K	0.03%	367
2025 Q4	$325K	Sell	2,302 -37	-2%	-$5.23K	0.02%	400
2025 Q3	$332K	Sell	2,339 -116	-5%	-$16.1K	0.03%	381
2025 Q2	$326K	Sell	2,455 -31	-1%	-$4.01K	0.03%	365
2025 Q1	$334K	Sell	2,486 -16,343	-87%	-$2.19M	0.03%	325
2024 Q4	$2.47M	Buy	18,829 +16,303	+645%	+$2.22M	0.25%	87
2024 Q3	$341K	Buy	2,526 +61	+2%	+$7.89K	0.04%	310
2024 Q2	$298K	Sell	2,465 -83	-3%	-$10.1K	0.02%	344
2024 Q1	$314K	Buy	2,548 +322	+14%	+$37.7K	0.03%	329
2023 Q4	$261K	Sell	2,226 -15,412	-87%	-$1.7M	0.03%	307
2023 Q3	$1.9M	Buy	17,638 +15,219	+629%	+$1.73M	0.24%	96
2023 Q2	$274K	Sell	2,419 -1,893	-44%	-$216K	0.04%	313
2023 Q1	$505K	Buy	4,312 +1,844	+75%	+$223K	0.08%	196
2022 Q4	$298K	Sell	2,468 -2,925	-54%	-$346K	0.05%	281
2022 Q3	$256K	Buy	+5,393	New	+$646K	0.02%	286
2022 Q2	–	Sell	-8,575	Closed	-$1.1M	–	359
2022 Q1	$1.1M	Buy	+8,575	New	+$1.07M	0.17%	107
2013 Q3	–	Sell	-798	Closed	-$51K	–	241
2013 Q2	$51K	Buy	+798	New	+$51.6K	0.03%	265

Other funds holding DVY

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

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

First Heartland Consultants's DVY Position: Q3 2026 in Review

First Heartland Consultants held its iShares Select Dividend ETF (DVY) position steady in Q3 2026 at 2,374 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #412.

First Heartland Consultants first reported a position in DVY in Q2 2013 and has held it in 19 quarters since. The position peaked at $2.47M in Q4 2024. 60 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

First Heartland Consultants held 2,374 shares of iShares Select Dividend ETF worth $361K as of Q3 2026.
First Heartland Consultants left its iShares Select Dividend ETF share count unchanged in Q3 2026.
iShares Select Dividend ETF made up 0.02% of First Heartland Consultants's portfolio in Q3 2026, its #412 holding.
First Heartland Consultants first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 19 quarters since.
First Heartland Consultants's iShares Select Dividend ETF position peaked at $2.47M in Q4 2024.
60 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.