StackStone Wealth’s iShares Select Dividend ETF DVY Stock Holding History

StackStone Wealth’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	$3.88M	Buy	+25,524	New	+$4.11M	0.38%	63

Other funds holding DVY

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

StackStone Wealth's DVY Position: Q3 2026 in Review

StackStone Wealth opened a new position in iShares Select Dividend ETF (DVY) in Q3 2026: 25,524 shares worth $3.88M. The stake represents 0.38% of the portfolio and ranks #63 among its holdings.

657 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

StackStone Wealth held 25,524 shares of iShares Select Dividend ETF worth $3.88M as of Q3 2026.
iShares Select Dividend ETF was a new StackStone Wealth position in Q3 2026.
iShares Select Dividend ETF made up 0.38% of StackStone Wealth's portfolio in Q3 2026, its #63 holding.
657 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.