MKT Advisors’s iShares Select Dividend ETF DVY Stock Holding History

MKT Advisors’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	$1.07M	Hold	6,898	–	–	0.34%	39
2026 Q2	$1.1M	Sell	6,898 -284	-4%	-$43.7K	0.34%	41
2026 Q1	$1.09M	Sell	7,182 -272	-4%	-$41.1K	0.37%	40
2025 Q4	$1.07M	Hold	7,454	–	–	0.37%	41
2025 Q3	$1.06M	Sell	7,454 -210	-3%	-$29.1K	0.4%	38
2025 Q2	$1.04M	Sell	7,664 -24	-0.3%	-$3.11K	0.41%	38
2025 Q1	$927K	Buy	7,688 +3	+0%	+$402	0.43%	36
2024 Q4	$1.04M	Sell	7,685 -1,326	-15%	-$181K	0.45%	34
2024 Q3	$1.21M	Sell	9,011 -30	-0.3%	-$3.88K	0.57%	27
2024 Q2	$1.09M	Sell	9,041 -498	-5%	-$60.5K	0.54%	29
2024 Q1	$1.14M	Sell	9,539 -231	-2%	-$27.1K	0.62%	26
2023 Q4	$1.15M	Sell	9,770 -425	-4%	-$46.8K	0.76%	24
2023 Q3	$1.07M	Sell	10,195 -585	-5%	-$66.5K	0.81%	18
2023 Q2	$1.27M	Sell	10,780 -734	-6%	-$83.6K	0.9%	17
2023 Q1	$1.35M	Sell	11,514 -196	-2%	-$23.7K	1.01%	13
2022 Q4	$1.46M	Sell	11,710 -357	-3%	-$42.2K	1.1%	11
2022 Q3	$1.29M	Sell	12,067 -1,387	-10%	-$166K	1.12%	11
2022 Q2	$1.58M	Sell	13,454 -47	-0.3%	-$5.88K	1.24%	10
2022 Q1	$1.69M	Buy	13,501 +262	+2%	+$32.7K	1.27%	9
2021 Q4	$1.61M	Buy	+13,239	New	+$1.58M	1.26%	8

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

MKT Advisors's DVY Position: Q3 2026 in Review

MKT Advisors held its iShares Select Dividend ETF (DVY) position steady in Q3 2026 at 6,898 shares worth $1.07M. The position accounts for 0.34% of the portfolio, ranked #39.

MKT Advisors first reported a position in DVY in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.69M in Q1 2022. 583 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

MKT Advisors held 6,898 shares of iShares Select Dividend ETF worth $1.07M as of Q3 2026.
MKT Advisors left its iShares Select Dividend ETF share count unchanged in Q3 2026.
iShares Select Dividend ETF made up 0.34% of MKT Advisors's portfolio in Q3 2026, its #39 holding.
MKT Advisors first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 20 quarters since.
MKT Advisors's iShares Select Dividend ETF position peaked at $1.69M in Q1 2022.
583 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.