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Realta Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Realta Investment 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 		$735K Sell
4,832
-465
-9% -$74.9K 0.21% 107
2026
Q2 		$828K Buy
5,297
+989
+23% +$152K 0.26% 95
2026
Q1 		$652K Buy
4,308
+90
+2% +$13.6K 0.23% 103
2025
Q4 		$595K Buy
4,218
+176
+4% +$24.9K 0.19% 109
2025
Q3 		$574K Sell
4,042
-12
-0.3% -$1.66K 0.19% 104
2025
Q2 		$538K Buy
4,054
+31
+0.8% +$4.01K 0.21% 100
2025
Q1 		$540K Sell
4,023
-72
-2% -$9.65K 0.25% 99
2024
Q4 		$540K Buy
4,095
+284
+7% +$38.7K 0.22% 99
2024
Q3 		$515K Sell
3,811
-1,122
-23% -$145K 0.24% 105
2024
Q2 		$597K Sell
4,933
-517
-9% -$62.8K 0.12% 196
2024
Q1 		$671K Sell
5,450
-854
-14% -$100K 0.14% 173
2023
Q4 		$739K Sell
6,304
-323
-5% -$35.5K 0.17% 149
2023
Q3 		$751K Hold
6,627
– – 0.17% 136
2023
Q2 		$751K Buy
6,627
+1,606
+32% +$183K 0.16% 145
2023
Q1 		$588K Buy
5,021
+448
+10% +$54.2K 0.14% 183
2022
Q4 		$552K Buy
4,573
+616
+16% +$72.9K 0.13% 187
2022
Q3 		$424K Buy
3,957
+37
+0.9% +$4.43K 0.11% 215
2022
Q2 		$467K Sell
3,920
-42
-1% -$5.26K 0.11% 197
2022
Q1 		$508K Sell
3,962
-109
-3% -$13.6K 0.1% 213
2021
Q4 		$499K Buy
4,071
+421
+12% +$50.2K 0.11% 212
2021
Q3 		$419K Buy
3,650
+33
+0.9% +$3.86K 0.1% 231
2021
Q2 		$422K Sell
3,617
-57
-2% -$6.78K 0.1% 234
2021
Q1 		$419K Buy
3,674
+173
+5% +$18.3K 0.11% 225
2020
Q4 		$337K Buy
3,501
+256
+8% +$23.2K 0.1% 232
2020
Q3 		$265K Buy
3,245
+450
+16% +$37.5K 0.09% 243
2020
Q2 		$226K Buy
+2,795
New +$223K 0.07% 291
2020
Q1 		– Sell
-2,221
Closed -$229K – 571
2019
Q4 		$229K Buy
2,221
+280
+14% +$28.8K 0.06% 308
2019
Q3 		$198K Buy
1,941
+830
+75% +$82.8K 0.05% 326
2019
Q2 		$110K Sell
1,111
-102
-8% -$10.1K 0.03% 476
2019
Q1 		$118K Buy
+1,213
New +$116K 0.05% 360

Other funds holding DVY

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
IA
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return
MMHP
Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 16.47% 1-Year Est. Return

Realta Investment Advisors's DVY Position: Q3 2026 in Review

Realta Investment Advisors reduced its iShares Select Dividend ETF (DVY) stake by 8.8% in Q3 2026, selling an estimated $74.9K and leaving 4,832 shares worth $735K. The position accounts for 0.21% of the portfolio, ranked #107.

Realta Investment Advisors first reported a position in DVY in Q1 2019 and has held it in 30 quarters since. The position peaked at $828K in Q2 2026. 231 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • Realta Investment Advisors held 4,832 shares of iShares Select Dividend ETF worth $735K as of Q3 2026.
  • Realta Investment Advisors sold 465 iShares Select Dividend ETF shares in Q3 2026, an estimated $74.9K.
  • iShares Select Dividend ETF made up 0.21% of Realta Investment Advisors's portfolio in Q3 2026, its #107 holding.
  • Realta Investment Advisors first reported a position in iShares Select Dividend ETF in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's iShares Select Dividend ETF position peaked at $828K in Q2 2026.
  • 231 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.