SBI Securities’s iShares Select Dividend ETF DVY Stock Holding History

SBI Securities’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	$3.27M	Buy	21,512 +39	+0.2%	+$6.28K	0.07%	137
2026 Q2	$3.36M	Sell	21,473 -288	-1%	-$44.3K	0.08%	145
2026 Q1	$3.29M	Buy	21,761 +253	+1%	+$38.2K	0.09%	125
2025 Q4	$3.04M	Sell	21,508 -89	-0.4%	-$12.6K	0.08%	149
2025 Q3	$3.07M	Sell	21,597 -322	-1%	-$44.6K	0.08%	142
2025 Q2	$2.91M	Buy	21,919 +51	+0.2%	+$6.6K	0.08%	139
2025 Q1	$2.94M	Sell	21,868 -34	-0.2%	-$4.56K	0.1%	121
2024 Q4	$2.88M	Buy	+21,902	New	+$2.98M	0.09%	133

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

SBI Securities's DVY Position: Q3 2026 in Review

SBI Securities increased its iShares Select Dividend ETF (DVY) stake by 0.18% in Q3 2026, buying an estimated $6.28K and bringing the position to 21,512 shares worth $3.27M. The position accounts for 0.07% of the portfolio, ranked #137.

SBI Securities first reported a position in DVY in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.36M in Q2 2026. 689 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

SBI Securities held 21,512 shares of iShares Select Dividend ETF worth $3.27M as of Q3 2026.
SBI Securities bought 39 iShares Select Dividend ETF shares in Q3 2026, an estimated $6.28K.
iShares Select Dividend ETF made up 0.07% of SBI Securities's portfolio in Q3 2026, its #137 holding.
SBI Securities first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 8 quarters since.
SBI Securities's iShares Select Dividend ETF position peaked at $3.36M in Q2 2026.
689 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.