PWM
DVY icon

Puff Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Puff Wealth Management’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 		$580K Buy
3,813
+613
+19% +$98.8K 0.55% 47
2026
Q2 		$500K Buy
+3,200
New +$493K 0.51% 49

Other funds holding DVY

NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
SCA
St. Clair Advisors Mayfield Hts, Ohio $402M AUM 15.89% 1-Year Est. Return

Puff Wealth Management's DVY Position: Q3 2026 in Review

Puff Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 19% in Q3 2026, buying an estimated $98.8K and bringing the position to 3,813 shares worth $580K. The position accounts for 0.55% of the portfolio, ranked #47.

Puff Wealth Management first reported a position in DVY in Q2 2026 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • Puff Wealth Management held 3,813 shares of iShares Select Dividend ETF worth $580K as of Q3 2026.
  • Puff Wealth Management bought 613 iShares Select Dividend ETF shares in Q3 2026, an estimated $98.8K.
  • iShares Select Dividend ETF made up 0.55% of Puff Wealth Management's portfolio in Q3 2026, its #47 holding.
  • Puff Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2026 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.