Thurston Springer Miller Herd & Titak’s iShares Select Dividend ETF DVY Stock Holding History

Thurston Springer Miller Herd & Titak’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	$1.41K	Buy	+9	New	+$1.39K	﹤0.01%	1135
2025 Q3	–	Sell	-416	Closed	-$55.4K	–	760
2025 Q2	$55.4K	Buy	416 +2	+0.5%	+$259	0.01%	649
2025 Q1	$55.7K	Buy	414 +220	+113%	+$29.5K	0.01%	600
2024 Q4	$25.5K	Buy	194 +150	+341%	+$20.4K	0.01%	675
2024 Q3	$5.94K	Sell	44 -31	-41%	-$4.01K	﹤0.01%	1154
2024 Q2	$9.07K	Buy	+75	New	+$9.1K	﹤0.01%	1055

Other funds holding DVY

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

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

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

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

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

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

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return