Interchange Capital Partners
DVY icon

Interchange Capital Partners’s iShares Select Dividend ETF DVY Stock Holding History

Interchange Capital Partners’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 		$519K Hold
3,416
– – 0.09% 200
2026
Q2 		$534K Sell
3,416
-132
-4% -$20.3K 0.1% 195
2026
Q1 		$476K Sell
3,548
-101
-3% -$15.3K 0.15% 145
2025
Q4 		$515K Buy
3,649
+17
+0.5% +$2.4K 0.1% 192
2025
Q3 		$516K Buy
3,632
+89
+3% +$12.3K 0.1% 176
2025
Q2 		$471K Sell
3,543
-5
-0.1% -$647 0.11% 158
2025
Q1 		$476K Sell
3,548
-45
-1% -$6.03K 0.13% 143
2024
Q4 		$472K Sell
3,593
-168
-4% -$22.9K 0.17% 135
2024
Q3 		$508K Sell
3,761
-162
-4% -$20.9K 0.18% 137
2024
Q2 		$475K Buy
3,923
+454
+13% +$55.1K 0.17% 142
2024
Q1 		$427K Buy
3,469
+216
+7% +$25.3K 0.29% 85
2023
Q4 		$381K Buy
3,253
+72
+2% +$7.92K 0.29% 86
2023
Q3 		$342K Buy
3,181
+54
+2% +$6.14K 0.27% 87
2023
Q2 		$354K Sell
3,127
-363
-10% -$41.4K 0.27% 94
2023
Q1 		$409K Sell
3,490
-26,010
-88% -$3.15M 0.22% 114
2022
Q4 		$3.56M Buy
29,500
+25,493
+636% +$3.02M 3.63% 5
2022
Q3 		$429K Buy
4,007
+1,024
+34% +$123K 0.47% 58
2022
Q2 		$351K Sell
2,983
-307
-9% -$38.4K 0.39% 79
2022
Q1 		$421K Buy
3,290
+2
+0.1% +$250 0.43% 80
2021
Q4 		$403K Buy
3,288
+1,097
+50% +$131K 0.4% 80
2021
Q3 		$251K Sell
2,191
-2,900
-57% -$339K 0.42% 81
2021
Q2 		$593K Buy
5,091
+2,535
+99% +$301K 0.92% 34
2021
Q1 		$291K Hold
2,556
– – 0.16% 172
2020
Q4 		$245K Buy
+2,556
New +$232K 0.13% 172

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
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
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 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

Interchange Capital Partners's DVY Position: Q3 2026 in Review

Interchange Capital Partners held its iShares Select Dividend ETF (DVY) position steady in Q3 2026 at 3,416 shares worth $519K. The position accounts for 0.09% of the portfolio, ranked #200.

Interchange Capital Partners first reported a position in DVY in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.56M in Q4 2022. 689 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • Interchange Capital Partners held 3,416 shares of iShares Select Dividend ETF worth $519K as of Q3 2026.
  • Interchange Capital Partners left its iShares Select Dividend ETF share count unchanged in Q3 2026.
  • iShares Select Dividend ETF made up 0.09% of Interchange Capital Partners's portfolio in Q3 2026, its #200 holding.
  • Interchange Capital Partners first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 24 quarters since.
  • Interchange Capital Partners's iShares Select Dividend ETF position peaked at $3.56M in Q4 2022.
  • 689 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.