Wavvest Wealth LLC’s iShares Select Dividend ETF DVY Stock Holding History

Wavvest Wealth LLC’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	$2.15M	Buy	+14,111	New	+$2.27M	1.73%	16

Other funds holding DVY

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

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

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Wavvest Wealth LLC's DVY Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in iShares Select Dividend ETF (DVY) in Q3 2026: 14,111 shares worth $2.15M. The stake represents 1.73% of the portfolio and ranks #16 among its holdings.

395 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Wavvest Wealth LLC held 14,111 shares of iShares Select Dividend ETF worth $2.15M as of Q3 2026.
iShares Select Dividend ETF was a new Wavvest Wealth LLC position in Q3 2026.
iShares Select Dividend ETF made up 1.73% of Wavvest Wealth LLC's portfolio in Q3 2026, its #16 holding.
395 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.