GRWP
DVY icon

Green Ridge Wealth Planning’s iShares Select Dividend ETF DVY Stock Holding History

Green Ridge Wealth Planning’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 		$241K Hold
1,587
– – 0.1% 79
2026
Q2 		$248K Hold
1,587
– – 0.1% 76
2026
Q1 		$240K Hold
1,587
– – 0.13% 71
2025
Q4 		$224K Buy
+1,587
New +$224K 0.11% 79

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
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
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
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

Green Ridge Wealth Planning's DVY Position: Q3 2026 in Review

Green Ridge Wealth Planning held its iShares Select Dividend ETF (DVY) position steady in Q3 2026 at 1,587 shares worth $241K. The position accounts for 0.1% of the portfolio, ranked #79.

Green Ridge Wealth Planning first reported a position in DVY in Q4 2025 and has held it in 4 quarters since. The position peaked at $248K in Q2 2026. 60 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • Green Ridge Wealth Planning held 1,587 shares of iShares Select Dividend ETF worth $241K as of Q3 2026.
  • Green Ridge Wealth Planning left its iShares Select Dividend ETF share count unchanged in Q3 2026.
  • iShares Select Dividend ETF made up 0.1% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #79 holding.
  • Green Ridge Wealth Planning first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's iShares Select Dividend ETF position peaked at $248K in Q2 2026.
  • 60 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.