Precedent Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

Precedent Wealth Partners’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	$1.86M	Buy	12,262 +1,941	+19%	+$313K	0.29%	97
2026 Q2	$1.61M	Hold	10,321	–	–	0.27%	103
2026 Q1	$1.56M	Sell	10,321 -1,003	-9%	-$151K	0.31%	93
2025 Q4	$1.6M	Buy	11,324 +140	+1%	+$19.8K	0.34%	89
2025 Q3	$1.59M	Sell	11,184 -1	-0%	-$138	0.35%	82
2025 Q2	$1.49M	Buy	11,185 +77	+0.7%	+$10K	0.36%	79
2025 Q1	$1.49M	Hold	11,108	–	–	0.41%	74
2024 Q4	$1.46M	Sell	11,108 -1,198	-10%	-$163K	0.48%	60
2024 Q3	$1.66M	Hold	12,306	–	–	0.55%	41
2024 Q2	$1.49M	Sell	12,306 -32	-0.3%	-$3.88K	0.6%	38
2024 Q1	$1.52M	Sell	12,338 -1,780	-13%	-$208K	0.65%	35
2023 Q4	$1.65M	Buy	+14,118	New	+$1.55M	0.84%	26

Other funds holding DVY

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Precedent Wealth Partners's DVY Position: Q3 2026 in Review

Precedent Wealth Partners increased its iShares Select Dividend ETF (DVY) stake by 19% in Q3 2026, buying an estimated $313K and bringing the position to 12,262 shares worth $1.86M. The position accounts for 0.29% of the portfolio, ranked #97.

Precedent Wealth Partners first reported a position in DVY in Q4 2023 and has held it in 12 quarters since. 912 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Precedent Wealth Partners held 12,262 shares of iShares Select Dividend ETF worth $1.86M as of Q3 2026.
Precedent Wealth Partners bought 1,941 iShares Select Dividend ETF shares in Q3 2026, an estimated $313K.
iShares Select Dividend ETF made up 0.29% of Precedent Wealth Partners's portfolio in Q3 2026, its #97 holding.
Precedent Wealth Partners first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 12 quarters since.
912 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.