Insight Advisors
DVY icon

Insight Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Insight Advisors’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 		$290K Sell
1,909
-8
-0.4% -$1.29K 0.05% 192
2026
Q2 		$300K Sell
1,917
-218
-10% -$33.6K 0.05% 191
2026
Q1 		$323K Buy
2,135
+25
+1% +$3.78K 0.06% 176
2025
Q4 		$298K Buy
2,110
+7
+0.3% +$989 0.05% 216
2025
Q3 		$299K Buy
2,103
+6
+0.3% +$831 0.05% 212
2025
Q2 		$279K Buy
2,097
+7
+0.3% +$906 0.04% 230
2025
Q1 		$280K Buy
2,090
+9
+0.4% +$1.21K 0.05% 227
2024
Q4 		$272K Buy
2,081
+9
+0.4% +$1.23K 0.05% 243
2024
Q3 		$280K Buy
2,072
+9
+0.4% +$1.16K 0.05% 240
2024
Q2 		$249K Buy
2,063
+7
+0.3% +$850 0.05% 253
2024
Q1 		$253K Sell
2,056
-87
-4% -$10.2K 0.05% 254
2023
Q4 		$251K Buy
2,143
+16
+0.8% +$1.76K 0.05% 238
2023
Q3 		$229K Hold
2,127
– – 0.05% 245
2023
Q2 		$241K Buy
2,127
+4
+0.2% +$456 0.05% 246
2023
Q1 		$249K Sell
2,123
-46
-2% -$5.56K 0.06% 254
2022
Q4 		$261K Buy
2,169
+18
+0.8% +$2.13K 0.09% 265
2022
Q3 		$231K Sell
2,151
-10
-0.5% -$1.2K 0.09% 245
2022
Q2 		$261K Buy
2,161
+199
+10% +$24.9K 0.09% 249
2022
Q1 		$251K Buy
+1,962
New +$245K 0.08% 275
2021
Q2 		– Sell
-1,691
Closed -$200K – 315
2021
Q1 		$200K Buy
+1,691
New +$179K 0.06% 316

Other funds holding DVY

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

Insight Advisors's DVY Position: Q3 2026 in Review

Insight Advisors reduced its iShares Select Dividend ETF (DVY) stake by 0.42% in Q3 2026, selling an estimated $1.29K and leaving 1,909 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #192.

Insight Advisors first reported a position in DVY in Q1 2021 and has held it in 20 quarters since. The position peaked at $323K in Q1 2026. 748 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • Insight Advisors held 1,909 shares of iShares Select Dividend ETF worth $290K as of Q3 2026.
  • Insight Advisors sold 8 iShares Select Dividend ETF shares in Q3 2026, an estimated $1.29K.
  • iShares Select Dividend ETF made up 0.05% of Insight Advisors's portfolio in Q3 2026, its #192 holding.
  • Insight Advisors first reported a position in iShares Select Dividend ETF in Q1 2021 and has held it in 20 quarters since.
  • Insight Advisors's iShares Select Dividend ETF position peaked at $323K in Q1 2026.
  • 748 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.