Ring Mountain Capital’s iShares Select Dividend ETF DVY Stock Holding History

Ring Mountain Capital’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	$232K	Buy	1,524 +19	+1%	+$3.06K	0.09%	98
2026 Q2	$235K	Sell	1,505 -14	-0.9%	-$2.16K	0.1%	98
2026 Q1	$230K	Sell	1,519 -14	-0.9%	-$2.11K	0.13%	86
2025 Q4	$226K	Sell	1,533 -116	-7%	-$16.4K	0.12%	90
2025 Q3	$234K	Sell	1,649 -59	-3%	-$8.17K	0.13%	92
2025 Q2	$232K	Sell	1,708 -2	-0.1%	-$259	0.14%	87
2025 Q1	$230K	Sell	1,710 -13	-0.8%	-$1.74K	0.17%	82
2024 Q4	$226K	Buy	+1,723	New	+$235K	0.15%	83

Other funds holding DVY

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

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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

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

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Ring Mountain Capital's DVY Position: Q3 2026 in Review

Ring Mountain Capital increased its iShares Select Dividend ETF (DVY) stake by 1.3% in Q3 2026, buying an estimated $3.06K and bringing the position to 1,524 shares worth $232K. The position accounts for 0.09% of the portfolio, ranked #98.

Ring Mountain Capital first reported a position in DVY in Q4 2024 and has held it in 8 quarters since. The position peaked at $235K in Q2 2026. 689 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Ring Mountain Capital held 1,524 shares of iShares Select Dividend ETF worth $232K as of Q3 2026.
Ring Mountain Capital bought 19 iShares Select Dividend ETF shares in Q3 2026, an estimated $3.06K.
iShares Select Dividend ETF made up 0.09% of Ring Mountain Capital's portfolio in Q3 2026, its #98 holding.
Ring Mountain Capital first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 8 quarters since.
Ring Mountain Capital's iShares Select Dividend ETF position peaked at $235K in Q2 2026.
689 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Ring Mountain Capital's 13F filing for Q3 2026, filed 13 Oct 2026.