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

Thrive 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	$467K	Buy	3,070 +5	+0.2%	+$806	0.06%	136
2026 Q2	$479K	Buy	3,065 +4	+0.1%	+$616	0.06%	140
2026 Q1	$463K	Buy	3,061 +4	+0.1%	+$604	0.07%	127
2025 Q4	$431K	Buy	3,057 +6	+0.2%	+$848	0.06%	143
2025 Q3	$434K	Buy	3,051 +4	+0.1%	+$554	0.07%	138
2025 Q2	$405K	Buy	3,047 +10	+0.3%	+$1.3K	0.07%	144
2025 Q1	$408K	Buy	3,037 +9	+0.3%	+$1.21K	0.08%	130
2024 Q4	$398K	Buy	3,028 +30	+1%	+$4.09K	0.07%	133
2024 Q3	$405K	Buy	2,998 +34	+1%	+$4.4K	0.07%	137
2024 Q2	$359K	Buy	2,964 +42	+1%	+$5.1K	0.07%	149
2024 Q1	$360K	Buy	2,922 +5	+0.2%	+$586	0.07%	142
2023 Q4	$342K	Buy	2,917 +69	+2%	+$7.59K	0.08%	131
2023 Q3	$307K	Hold	2,848	–	–	0.08%	130
2023 Q2	$323K	Sell	2,848 -1,102	-28%	-$126K	0.08%	126
2023 Q1	$463K	Buy	3,950 +34	+0.9%	+$4.11K	0.12%	104
2022 Q4	$472K	Buy	3,916 +81	+2%	+$9.6K	0.14%	94
2022 Q3	$411K	Buy	3,835 +479	+14%	+$57.4K	0.14%	92
2022 Q2	$395K	Buy	3,356 +542	+19%	+$67.8K	0.14%	94
2022 Q1	$361K	Buy	2,814 +19	+0.7%	+$2.37K	0.11%	109
2021 Q4	$343K	Buy	+2,795	New	+$333K	0.12%	115

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

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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

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

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

Thrive Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 0.16% in Q3 2026, buying an estimated $806 and bringing the position to 3,070 shares worth $467K. The position accounts for 0.06% of the portfolio, ranked #136.

Thrive Wealth Management first reported a position in DVY in Q4 2021 and has held it in 20 quarters since. The position peaked at $479K in Q2 2026. 482 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Thrive Wealth Management held 3,070 shares of iShares Select Dividend ETF worth $467K as of Q3 2026.
Thrive Wealth Management bought 5 iShares Select Dividend ETF shares in Q3 2026, an estimated $806.
iShares Select Dividend ETF made up 0.06% of Thrive Wealth Management's portfolio in Q3 2026, its #136 holding.
Thrive Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 20 quarters since.
Thrive Wealth Management's iShares Select Dividend ETF position peaked at $479K in Q2 2026.
482 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

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