Powers Advisory Group’s iShares Select Dividend ETF DVY Stock Holding History

Powers Advisory 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	$843K	Sell	5,542 -6	-0.1%	-$967	0.26%	51
2026 Q2	$867K	Buy	5,548 +1,004	+22%	+$155K	0.27%	55
2026 Q1	$688K	Buy	4,544 +1,643	+57%	+$248K	0.24%	60
2025 Q4	$409K	Buy	+2,901	New	+$410K	0.15%	78

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

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

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

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Powers Advisory Group's DVY Position: Q3 2026 in Review

Powers Advisory Group reduced its iShares Select Dividend ETF (DVY) stake by 0.11% in Q3 2026, selling an estimated $967 and leaving 5,542 shares worth $843K. The position accounts for 0.26% of the portfolio, ranked #51.

Powers Advisory Group first reported a position in DVY in Q4 2025 and has held it in 4 quarters since. The position peaked at $867K in Q2 2026. 395 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Powers Advisory Group held 5,542 shares of iShares Select Dividend ETF worth $843K as of Q3 2026.
Powers Advisory Group sold 6 iShares Select Dividend ETF shares in Q3 2026, an estimated $967.
iShares Select Dividend ETF made up 0.26% of Powers Advisory Group's portfolio in Q3 2026, its #51 holding.
Powers Advisory Group first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 4 quarters since.
Powers Advisory Group's iShares Select Dividend ETF position peaked at $867K in Q2 2026.
395 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

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