Mather Group
DVY icon

Mather Group’s iShares Select Dividend ETF DVY Stock Holding History

Mather Group’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 		$524K Buy
3,445
+168
+5% +$27.1K ﹤0.01% 535
2026
Q2 		$512K Sell
3,277
-66
-2% -$10.2K ﹤0.01% 529
2026
Q1 		$506K Hold
3,343
– – 0.01% 480
2025
Q4 		$472K Sell
3,343
-20
-0.6% -$2.82K ﹤0.01% 416
2025
Q3 		$478K Buy
3,363
+136
+4% +$18.8K ﹤0.01% 416
2025
Q2 		$429K Buy
3,227
+380
+13% +$49.2K ﹤0.01% 418
2025
Q1 		$382K Buy
2,847
+50
+2% +$6.7K ﹤0.01% 433
2024
Q4 		$367K Buy
2,797
+30
+1% +$4.09K ﹤0.01% 422
2024
Q3 		$374K Sell
2,767
-511
-16% -$66.1K ﹤0.01% 421
2024
Q2 		$404K Buy
3,278
+550
+20% +$66.8K 0.01% 462
2024
Q1 		$320K Sell
2,728
-205
-7% -$24K 0.01% 427
2023
Q4 		$344K Sell
2,933
-48
-2% -$5.28K 0.01% 422
2023
Q3 		$321K Sell
2,981
-638
-18% -$72.6K 0.01% 426
2023
Q2 		$410K Buy
3,619
+1,555
+75% +$177K 0.01% 391
2023
Q1 		$242K Buy
+2,064
New +$250K ﹤0.01% 444
2022
Q1 		– Sell
-1,939
Closed -$238K – 452
2021
Q4 		$238K Buy
+1,939
New +$231K ﹤0.01% 342
2021
Q1 		– Sell
-2,239
Closed -$215K – 272
2020
Q4 		$215K Sell
2,239
-743
-25% -$67.4K 0.01% 230
2020
Q3 		$243K Sell
2,982
-4,477
-60% -$373K 0.01% 204
2020
Q2 		$602K Buy
+7,459
New +$596K 0.03% 120
2019
Q3 		– Sell
-2,704
Closed -$269K – 73
2019
Q2 		$269K Buy
+2,704
New +$267K 0.02% 58

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
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
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Mather Group's DVY Position: Q3 2026 in Review

Mather Group increased its iShares Select Dividend ETF (DVY) stake by 5.1% in Q3 2026, buying an estimated $27.1K and bringing the position to 3,445 shares worth $524K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Mather Group first reported a position in DVY in Q2 2019 and has held it in 20 quarters since. The position peaked at $602K in Q2 2020. 448 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • Mather Group held 3,445 shares of iShares Select Dividend ETF worth $524K as of Q3 2026.
  • Mather Group bought 168 iShares Select Dividend ETF shares in Q3 2026, an estimated $27.1K.
  • iShares Select Dividend ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #535 holding.
  • Mather Group first reported a position in iShares Select Dividend ETF in Q2 2019 and has held it in 20 quarters since.
  • Mather Group's iShares Select Dividend ETF position peaked at $602K in Q2 2020.
  • 448 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.