SWM
DVY icon

Stronghold Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Stronghold Wealth Management’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 		$1.01M Buy
6,612
+90
+1% +$14.5K 1.39% 13
2026
Q2 		$1.02M Sell
6,522
-247
-4% -$38K 1.36% 14
2026
Q1 		$1.02M Sell
6,769
-191
-3% -$28.8K 1.55% 12
2025
Q4 		$982K Buy
+6,960
New +$983K 1.45% 12

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
LF
Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Stronghold Wealth Management's DVY Position: Q3 2026 in Review

Stronghold Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 1.4% in Q3 2026, buying an estimated $14.5K and bringing the position to 6,612 shares worth $1.01M. The position accounts for 1.39% of the portfolio, ranked #13.

Stronghold Wealth Management first reported a position in DVY in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q1 2026. 261 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • Stronghold Wealth Management held 6,612 shares of iShares Select Dividend ETF worth $1.01M as of Q3 2026.
  • Stronghold Wealth Management bought 90 iShares Select Dividend ETF shares in Q3 2026, an estimated $14.5K.
  • iShares Select Dividend ETF made up 1.39% of Stronghold Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Stronghold Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 4 quarters since.
  • Stronghold Wealth Management's iShares Select Dividend ETF position peaked at $1.02M in Q1 2026.
  • 261 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Stronghold Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.