High Point Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$25.2K Buy
166
+70
+73% +$11.3K 0.02% 187
2026
Q2
$15K Hold
96
– – 0.01% 202
2026
Q1
$14.5K Buy
+96
New +$14.5K 0.01% 200

Other funds holding DVY

High Point Wealth Management's DVY Position: Q3 2026 in Review

High Point Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 73% in Q3 2026, buying an estimated $11.3K and bringing the position to 166 shares worth $25.2K. The position accounts for 0.02% of the portfolio, ranked #187.

High Point Wealth Management first reported a position in DVY in Q1 2026 and has held it in 3 quarters since. 912 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • High Point Wealth Management held 166 shares of iShares Select Dividend ETF worth $25.2K as of Q3 2026.
  • High Point Wealth Management bought 70 iShares Select Dividend ETF shares in Q3 2026, an estimated $11.3K.
  • iShares Select Dividend ETF made up 0.02% of High Point Wealth Management's portfolio in Q3 2026, its #187 holding.
  • High Point Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2026 and has held it in 3 quarters since.
  • 912 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.