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 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%	+$1.29K	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%	+$9.58K	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

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Thrive Wealth Management's DVY Position: Q2 2026 in Review

Thrive Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 0.13% in Q2 2026, buying an estimated $616 and bringing the position to 3,065 shares worth $479K. The position accounts for 0.06% of the portfolio, ranked #140.

Thrive Wealth Management first reported a position in DVY in Q4 2021 and has held it in 19 quarters since. 263 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Thrive Wealth Management held 3,065 shares of iShares Select Dividend ETF worth $479K as of Q2 2026.
Thrive Wealth Management bought 4 iShares Select Dividend ETF shares in Q2 2026, an estimated $616.
iShares Select Dividend ETF made up 0.06% of Thrive Wealth Management's portfolio in Q2 2026, its #140 holding.
Thrive Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 19 quarters since.
263 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.