Wealth Advisory Solutions’s iShares Select Dividend ETF DVY Stock Holding History

Wealth Advisory Solutions’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	$289K	Hold	1,903	–	–	0.06%	119
2026 Q2	$297K	Buy	1,903 +110	+6%	+$16.9K	0.06%	117
2026 Q1	$271K	Buy	1,793 +145	+9%	+$21.9K	0.06%	113
2025 Q4	$233K	Hold	1,648	–	–	0.05%	127
2025 Q3	$234K	Hold	1,648	–	–	0.06%	129
2025 Q2	$219K	Buy	1,648 +44	+3%	+$5.7K	0.06%	134
2025 Q1	$215K	Sell	1,604 -25	-2%	-$3.35K	0.06%	132
2024 Q4	$214K	Buy	1,629 +35	+2%	+$4.77K	0.06%	120
2024 Q3	$215K	Sell	1,594 -350	-18%	-$45.2K	0.06%	119
2024 Q2	$235K	Buy	1,944 +250	+15%	+$30.3K	0.06%	111
2024 Q1	$209K	Buy	+1,694	New	+$198K	0.05%	120

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

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

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Wealth Advisory Solutions's DVY Position: Q3 2026 in Review

Wealth Advisory Solutions held its iShares Select Dividend ETF (DVY) position steady in Q3 2026 at 1,903 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #119.

Wealth Advisory Solutions first reported a position in DVY in Q1 2024 and has held it in 11 quarters since. The position peaked at $297K in Q2 2026. 439 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Wealth Advisory Solutions held 1,903 shares of iShares Select Dividend ETF worth $289K as of Q3 2026.
Wealth Advisory Solutions left its iShares Select Dividend ETF share count unchanged in Q3 2026.
iShares Select Dividend ETF made up 0.06% of Wealth Advisory Solutions's portfolio in Q3 2026, its #119 holding.
Wealth Advisory Solutions first reported a position in iShares Select Dividend ETF in Q1 2024 and has held it in 11 quarters since.
Wealth Advisory Solutions's iShares Select Dividend ETF position peaked at $297K in Q2 2026.
439 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.