JIC
DIVZ icon

Joel Isaacson & Co’s Polen Dividend Income ETF DIVZ Stock Holding History

Joel Isaacson & Co’s Portfolio DIVZ Stock Details DIVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$589K Buy
15,768
+1,570
+11% +$58.8K 0.02% 282
2026
Q1 		$529K Buy
14,198
+5,053
+55% +$191K 0.02% 268
2025
Q4 		$333K Buy
9,145
+2,076
+29% +$74.7K 0.01% 343
2025
Q3 		$257K Buy
7,069
+1,010
+17% +$36.2K 0.01% 386
2025
Q2 		$212K Buy
+6,059
New +$204K 0.01% 394

Other funds holding DIVZ

WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MAG
M3 Advisory Group Needham Heights, Massachusetts $193M AUM 33.74% 1-Year Est. Return
FGC
Financial Gravity Companies Lakeway, Texas $616M AUM
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Joel Isaacson & Co's DIVZ Position: Q2 2026 in Review

Joel Isaacson & Co increased its Polen Dividend Income ETF (DIVZ) stake by 11% in Q2 2026, buying an estimated $58.8K and bringing the position to 15,768 shares worth $589K. The position accounts for 0.02% of the portfolio, ranked #282.

Joel Isaacson & Co first reported a position in DIVZ in Q2 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold DIVZ as of Q2 2026.

  • Joel Isaacson & Co held 15,768 shares of Polen Dividend Income ETF worth $589K as of Q2 2026.
  • Joel Isaacson & Co bought 1,570 Polen Dividend Income ETF shares in Q2 2026, an estimated $58.8K.
  • Polen Dividend Income ETF made up 0.02% of Joel Isaacson & Co's portfolio in Q2 2026, its #282 holding.
  • Joel Isaacson & Co first reported a position in Polen Dividend Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.