McAdam LLC’s iShares Select Dividend ETF DVY Stock Holding History

McAdam LLC’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	$305K	Hold	2,007	–	–	0.01%	385
2026 Q2	$314K	Buy	+2,007	New	+$309K	0.01%	373
2018 Q4	–	Sell	-42	Closed	-$4K	–	192
2018 Q3	$4K	Hold	42	–	–	﹤0.01%	434
2018 Q2	$4K	Hold	42	–	–	﹤0.01%	417
2018 Q1	$4K	Buy	+42	New	+$4.1K	﹤0.01%	426

Other funds holding DVY

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

McAdam LLC's DVY Position: Q3 2026 in Review

McAdam LLC held its iShares Select Dividend ETF (DVY) position steady in Q3 2026 at 2,007 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #385.

McAdam LLC first reported a position in DVY in Q1 2018 and has held it in 5 quarters since. The position peaked at $314K in Q2 2026. 546 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

McAdam LLC held 2,007 shares of iShares Select Dividend ETF worth $305K as of Q3 2026.
McAdam LLC left its iShares Select Dividend ETF share count unchanged in Q3 2026.
iShares Select Dividend ETF made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #385 holding.
McAdam LLC first reported a position in iShares Select Dividend ETF in Q1 2018 and has held it in 5 quarters since.
McAdam LLC's iShares Select Dividend ETF position peaked at $314K in Q2 2026.
546 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.