Wealth Quarterback
DVY icon

Wealth Quarterback’s iShares Select Dividend ETF DVY Stock Holding History

Wealth Quarterback’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 		$8M Buy
52,610
+2,560
+5% +$413K 2.44% 10
2026
Q2 		$7.82M Buy
50,050
+6,584
+15% +$1.01M 2.42% 9
2026
Q1 		$6.58M Sell
43,466
-3,727
-8% -$563K 2.59% 6
2025
Q4 		$6.66M Buy
47,193
+10,208
+28% +$1.44M 2.4% 7
2025
Q3 		$5.26M Buy
36,985
+2,047
+6% +$284K 2.03% 10
2025
Q2 		$4.64M Buy
34,938
+1,493
+4% +$193K 2.2% 9
2025
Q1 		$4.49M Buy
33,445
+7,019
+27% +$941K 2.53% 5
2024
Q4 		$3.47M Sell
26,426
-2,578
-9% -$351K 1.63% 12
2024
Q3 		$3.92M Buy
29,004
+732
+3% +$94.6K 2.04% 12
2024
Q2 		$3.42M Sell
28,272
-1,401
-5% -$170K 1.94% 9
2024
Q1 		$3.66M Buy
29,673
+3,654
+14% +$428K 2.04% 10
2023
Q4 		$3.05M Sell
26,019
-27,507
-51% -$3.03M 1.86% 12
2023
Q3 		$5.76M Buy
53,526
+8,203
+18% +$933K 4.98% 3
2023
Q2 		$5.14M Buy
45,323
+10,550
+30% +$1.2M 3.56% 10
2023
Q1 		$4.07M Buy
+34,773
New +$4.21M 3.46% 11
2021
Q3 		$111K Buy
967
+4
+0.4% +$468 0.07% 151
2021
Q2 		$113K Buy
+963
New +$115K 0.07% 161
2020
Q2 		– Sell
-2,796
Closed -$206K – 280
2020
Q1 		$206K Sell
2,796
-1,296
-32% -$124K 0.19% 98
2019
Q4 		$348K Buy
+4,092
New +$421K 0.3% 76

Other funds holding DVY

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Quarterback's DVY Position: Q3 2026 in Review

Wealth Quarterback increased its iShares Select Dividend ETF (DVY) stake by 5.1% in Q3 2026, buying an estimated $413K and bringing the position to 52,610 shares worth $8M. The position accounts for 2.44% of the portfolio, ranked #10.

Wealth Quarterback first reported a position in DVY in Q4 2019 and has held it in 19 quarters since. 483 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • Wealth Quarterback held 52,610 shares of iShares Select Dividend ETF worth $8M as of Q3 2026.
  • Wealth Quarterback bought 2,560 iShares Select Dividend ETF shares in Q3 2026, an estimated $413K.
  • iShares Select Dividend ETF made up 2.44% of Wealth Quarterback's portfolio in Q3 2026, its #10 holding.
  • Wealth Quarterback first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 19 quarters since.
  • 483 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

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