GoalVest Advisory’s iShares Select Dividend ETF DVY Stock Holding History

GoalVest Advisory’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	$1.25M	Buy	8,222 +1,649	+25%	+$266K	0.22%	59
2026 Q2	$1.03M	Buy	6,573 +1,422	+28%	+$219K	0.19%	67
2026 Q1	$780K	Sell	5,151 -6,369	-55%	-$962K	0.15%	85
2025 Q4	$1.63M	Buy	11,520 +5,664	+97%	+$800K	0.31%	47
2025 Q3	$832K	Sell	5,856 -39,652	-87%	-$5.49M	0.18%	80
2025 Q2	$6.04M	Buy	45,508 +4,266	+10%	+$552K	1.5%	10
2025 Q1	$5.54M	Buy	41,242 +5,780	+16%	+$775K	1.52%	7
2024 Q4	$4.66M	Buy	35,462 +8,124	+30%	+$1.11M	1.28%	9
2024 Q3	$3.69M	Buy	27,338 +1,364	+5%	+$176K	1.06%	11
2024 Q2	$3.14M	Sell	25,974 -4,414	-15%	-$536K	1%	11
2024 Q1	$3.74M	Buy	30,388 +3,373	+12%	+$395K	1.25%	9
2023 Q4	$3.17M	Buy	27,015 +721	+3%	+$79.3K	1.39%	9
2023 Q3	$2.83M	Buy	26,294 +10,969	+72%	+$1.25M	1.42%	9
2023 Q2	$1.74M	Sell	15,325 -2,755	-15%	-$314K	0.9%	12
2023 Q1	$2.12M	Sell	18,080 -1,072	-6%	-$130K	1.24%	10
2022 Q4	$2.31M	Buy	19,152 +5,139	+37%	+$608K	1.49%	14
2022 Q3	$1.5M	Buy	14,013 +2,335	+20%	+$280K	1.05%	22
2022 Q2	$1.37M	Buy	+11,678	New	+$1.46M	0.87%	32

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

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

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

GoalVest Advisory's DVY Position: Q3 2026 in Review

GoalVest Advisory increased its iShares Select Dividend ETF (DVY) stake by 25% in Q3 2026, buying an estimated $266K and bringing the position to 8,222 shares worth $1.25M. The position accounts for 0.22% of the portfolio, ranked #59.

GoalVest Advisory first reported a position in DVY in Q2 2022 and has held it in 18 quarters since. The position peaked at $6.04M in Q2 2025. 67 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

GoalVest Advisory held 8,222 shares of iShares Select Dividend ETF worth $1.25M as of Q3 2026.
GoalVest Advisory bought 1,649 iShares Select Dividend ETF shares in Q3 2026, an estimated $266K.
iShares Select Dividend ETF made up 0.22% of GoalVest Advisory's portfolio in Q3 2026, its #59 holding.
GoalVest Advisory first reported a position in iShares Select Dividend ETF in Q2 2022 and has held it in 18 quarters since.
GoalVest Advisory's iShares Select Dividend ETF position peaked at $6.04M in Q2 2025.
67 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.