Sapient Capital’s iShares Select Dividend ETF DVY Stock Holding History

Sapient 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	$2.51M	Hold	16,474	–	–	0.03%	141
2026 Q2	$2.57M	Sell	16,474 -63	-0.4%	-$9.7K	0.03%	139
2026 Q1	$2.5M	Sell	16,537 -11,579	-41%	-$1.75M	0.04%	141
2025 Q4	$4M	Buy	+28,116	New	+$3.97M	0.06%	117

Other funds holding DVY

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Sapient Capital's DVY Position: Q3 2026 in Review

Sapient Capital held its iShares Select Dividend ETF (DVY) position steady in Q3 2026 at 16,474 shares worth $2.51M. The position accounts for 0.03% of the portfolio, ranked #141.

Sapient Capital first reported a position in DVY in Q4 2025 and has held it in 4 quarters since. The position peaked at $4M in Q4 2025. 60 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Sapient Capital held 16,474 shares of iShares Select Dividend ETF worth $2.51M as of Q3 2026.
Sapient Capital left its iShares Select Dividend ETF share count unchanged in Q3 2026.
iShares Select Dividend ETF made up 0.03% of Sapient Capital's portfolio in Q3 2026, its #141 holding.
Sapient Capital first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 4 quarters since.
Sapient Capital's iShares Select Dividend ETF position peaked at $4M in Q4 2025.
60 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.