Joel Isaacson & Co
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
Q3 		$578K Buy
15,818
+50
+0.3% +$1.91K 0.02% 282
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

Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Joel Isaacson & Co's DIVZ Position: Q3 2026 in Review

Joel Isaacson & Co increased its Polen Dividend Income ETF (DIVZ) stake by 0.32% in Q3 2026, buying an estimated $1.91K and bringing the position to 15,818 shares worth $578K. 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 6 quarters since. The position peaked at $589K in Q2 2026. 8 funds tracked by Wall St. Rank hold DIVZ as of Q3 2026.

  • Joel Isaacson & Co held 15,818 shares of Polen Dividend Income ETF worth $578K as of Q3 2026.
  • Joel Isaacson & Co bought 50 Polen Dividend Income ETF shares in Q3 2026, an estimated $1.91K.
  • Polen Dividend Income ETF made up 0.02% of Joel Isaacson & Co's portfolio in Q3 2026, its #282 holding.
  • Joel Isaacson & Co first reported a position in Polen Dividend Income ETF in Q2 2025 and has held it in 6 quarters since.
  • Joel Isaacson & Co's Polen Dividend Income ETF position peaked at $589K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q3 2026.

Based on Joel Isaacson & Co's 13F filing for Q3 2026, filed 5 Nov 2026.