GI
DVY icon

GAMMA Investing’s iShares Select Dividend ETF DVY Stock Holding History

GAMMA Investing’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 Hold
2,299
– – 0.01% 919
2026
Q2 		$359K Buy
2,299
+275
+14% +$42.3K 0.01% 840
2026
Q1 		$306K Buy
2,024
+500
+33% +$75.5K 0.01% 833
2025
Q4 		$215K Hold
1,524
– – 0.01% 983
2025
Q3 		$217K Buy
1,524
+18
+1% +$2.49K 0.01% 926
2025
Q2 		$200K Hold
1,506
– – 0.01% 923
2025
Q1 		$202K Buy
1,506
+1,274
+549% +$171K 0.02% 761
2024
Q4 		$30.5K Hold
232
– – ﹤0.01% 2028
2024
Q3 		$31.3K Hold
232
– – ﹤0.01% 1821
2024
Q2 		$28.1K Hold
232
– – ﹤0.01% 1627
2024
Q1 		$28.6K Sell
232
-2
-0.9% -$234 0.01% 1409
2023
Q4 		$26.9K Buy
+234
New +$25.7K 0.01% 1297

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
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 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

GAMMA Investing's DVY Position: Q3 2026 in Review

GAMMA Investing held its iShares Select Dividend ETF (DVY) position steady in Q3 2026 at 2,299 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #919.

GAMMA Investing first reported a position in DVY in Q4 2023 and has held it in 12 quarters since. The position peaked at $359K in Q2 2026. 80 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • GAMMA Investing held 2,299 shares of iShares Select Dividend ETF worth $350K as of Q3 2026.
  • GAMMA Investing left its iShares Select Dividend ETF share count unchanged in Q3 2026.
  • iShares Select Dividend ETF made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #919 holding.
  • GAMMA Investing first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's iShares Select Dividend ETF position peaked at $359K in Q2 2026.
  • 80 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.