Olistico Wealth’s iShares Select Dividend ETF DVY Stock Holding History

Olistico Wealth’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	$282K	Sell	1,853 -186,360	-99%	-$30M	0.12%	90
2026 Q2	$290K	Buy	188,213 +186,335	+9,922%	+$28.7M	0.12%	90
2026 Q1	$284K	Hold	1,878	–	–	0.14%	84
2025 Q4	$265K	Buy	1,878 +15	+0.8%	+$2.12K	0.13%	82
2025 Q3	$265K	Sell	1,863 -45	-2%	-$6.23K	0.14%	85
2025 Q2	$253K	Buy	1,908 +1,200	+169%	+$155K	0.14%	79
2025 Q1	$256K	Sell	708 -1,205	-63%	-$162K	0.16%	86
2024 Q4	$251K	Buy	1,913 +1,200	+168%	+$164K	0.15%	91
2024 Q3	$96.3K	Hold	713	–	–	0.06%	131
2024 Q2	$86.3K	Buy	+713	New	+$86.6K	0.06%	135

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

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

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

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Olistico Wealth's DVY Position: Q3 2026 in Review

Olistico Wealth reduced its iShares Select Dividend ETF (DVY) stake by 99% in Q3 2026, selling an estimated $30M and leaving 1,853 shares worth $282K. The position accounts for 0.12% of the portfolio, ranked #90.

Olistico Wealth first reported a position in DVY in Q2 2024 and has held it in 10 quarters since. The position peaked at $290K in Q2 2026. 303 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Olistico Wealth held 1,853 shares of iShares Select Dividend ETF worth $282K as of Q3 2026.
Olistico Wealth sold 186,360 iShares Select Dividend ETF shares in Q3 2026, an estimated $30M.
iShares Select Dividend ETF made up 0.12% of Olistico Wealth's portfolio in Q3 2026, its #90 holding.
Olistico Wealth first reported a position in iShares Select Dividend ETF in Q2 2024 and has held it in 10 quarters since.
Olistico Wealth's iShares Select Dividend ETF position peaked at $290K in Q2 2026.
303 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.