Holos Integrated Wealth
DVY icon

Holos Integrated Wealth’s iShares Select Dividend ETF DVY Stock Holding History

Holos Integrated Wealth’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 		– Hold
0
– – – 386
2026
Q2 		– Sell
-163
Closed -$25.1K – 374
2026
Q1 		$24.8K Buy
+163
New +$24.6K 0.01% 196

Other funds holding DVY

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Holos Integrated Wealth's DVY Position: Q3 2026 in Review

Holos Integrated Wealth held its iShares Select Dividend ETF (DVY) position steady in Q3 2026 at 0 shares worth $78. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Holos Integrated Wealth first reported a position in DVY in Q1 2026 and has held it in 1 quarter since. The position peaked at $24.8K in Q1 2026. 482 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • Holos Integrated Wealth held 0 shares of iShares Select Dividend ETF worth $78 as of Q3 2026.
  • Holos Integrated Wealth left its iShares Select Dividend ETF share count unchanged in Q3 2026.
  • iShares Select Dividend ETF made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #386 holding.
  • Holos Integrated Wealth first reported a position in iShares Select Dividend ETF in Q1 2026 and has held it in 1 quarter since.
  • Holos Integrated Wealth's iShares Select Dividend ETF position peaked at $24.8K in Q1 2026.
  • 482 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.