Welch Group’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $997K | Buy |
6,558
+1,226
| +23% | +$198K | 0.03% | 131 |
|
|
2026
Q2 | $833K | Buy |
5,332
+665
| +14% | +$102K | 0.03% | 142 |
|
|
2026
Q1 | $707K | Sell |
4,667
-9,291
| -67% | -$1.4M | 0.03% | 146 |
|
|
2025
Q4 | $1.97M | Buy |
13,958
+9,296
| +199% | +$1.31M | 0.08% | 83 |
|
|
2025
Q3 | $662K | Buy |
4,662
+203
| +5% | +$28.1K | 0.03% | 139 |
|
|
2025
Q2 | $592K | Buy |
4,459
+1,200
| +37% | +$155K | 0.02% | 138 |
|
|
2025
Q1 | $433K | Sell |
3,259
-2,255
| -41% | -$302K | 0.02% | 159 |
|
|
2024
Q4 | $722K | Buy |
5,514
+2,260
| +69% | +$308K | 0.03% | 120 |
|
|
2024
Q3 | $440K | Buy |
3,254
+3
| +0.1% | +$388 | 0.02% | 159 |
|
|
2024
Q2 | $393K | Buy |
3,251
+2
| +0.1% | +$243 | 0.02% | 162 |
|
|
2024
Q1 | $400K | Sell |
3,249
-416
| -11% | -$48.7K | 0.02% | 143 |
|
|
2023
Q4 | $430K | Sell |
3,665
-1,341
| -27% | -$148K | 0.02% | 135 |
|
|
2023
Q3 | $539K | Buy |
5,006
+1,762
| +54% | +$200K | 0.03% | 103 |
|
|
2023
Q2 | $367K | Sell |
3,244
-3,098
| -49% | -$353K | 0.02% | 141 |
|
|
2023
Q1 | $743K | Sell |
6,342
-26,946
| -81% | -$3.26M | 0.04% | 91 |
|
|
2022
Q4 | $4.01M | Buy |
+33,288
| New | +$3.94M | 0.23% | 50 |
|
|
2022
Q3 | – | Sell |
-3,553
| Closed | -$418K | – | 185 |
|
|
2022
Q2 | $418K | Buy |
3,553
+316
| +10% | +$39.6K | 0.03% | 114 |
|
|
2022
Q1 | $415K | Buy |
3,237
+2
| +0.1% | +$250 | 0.02% | 132 |
|
|
2021
Q4 | $397K | Buy |
3,235
+4
| +0.1% | +$477 | 0.02% | 142 |
|
|
2021
Q3 | $371K | Hold |
3,231
| – | – | 0.03% | 127 |
|
|
2021
Q2 | $377K | Buy |
3,231
+4
| +0.1% | +$476 | 0.03% | 124 |
|
|
2021
Q1 | $368K | Hold |
3,227
| – | – | 0.03% | 123 |
|
|
2020
Q4 | $310K | Sell |
3,227
-36
| -1% | -$3.27K | 0.02% | 118 |
|
|
2020
Q3 | $266K | Buy |
3,263
+2
| +0.1% | +$167 | 0.02% | 120 |
|
|
2020
Q2 | $263K | Buy |
3,261
+5
| +0.2% | +$399 | 0.02% | 113 |
|
|
2020
Q1 | $239K | Buy |
3,256
+218
| +7% | +$20.8K | 0.03% | 108 |
|
|
2019
Q4 | $321K | Sell |
3,038
-226
| -7% | -$23.3K | 0.03% | 95 |
|
|
2019
Q3 | $333K | Buy |
3,264
+214
| +7% | +$21.3K | 0.03% | 91 |
|
|
2019
Q2 | $304K | Hold |
3,050
| – | – | 0.03% | 95 |
|
|
2019
Q1 | $299K | Hold |
3,050
| – | – | 0.03% | 95 |
|
|
2018
Q4 | $272K | Hold |
3,050
| – | – | 0.03% | 95 |
|
|
2018
Q3 | $304K | Buy |
+3,050
| New | +$306K | 0.03% | 98 |
|
Other funds holding DVY
Welch Group's DVY Position: Q3 2026 in Review
Welch Group increased its iShares Select Dividend ETF (DVY) stake by 23% in Q3 2026, buying an estimated $198K and bringing the position to 6,558 shares worth $997K. The position accounts for 0.03% of the portfolio, ranked #131.
Welch Group first reported a position in DVY in Q3 2018 and has held it in 32 quarters since. The position peaked at $4.01M in Q4 2022. 657 funds tracked by Wall St. Rank hold DVY as of Q3 2026.
- Welch Group held 6,558 shares of iShares Select Dividend ETF worth $997K as of Q3 2026.
- Welch Group bought 1,226 iShares Select Dividend ETF shares in Q3 2026, an estimated $198K.
- iShares Select Dividend ETF made up 0.03% of Welch Group's portfolio in Q3 2026, its #131 holding.
- Welch Group first reported a position in iShares Select Dividend ETF in Q3 2018 and has held it in 32 quarters since.
- Welch Group's iShares Select Dividend ETF position peaked at $4.01M in Q4 2022.
- 657 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.
Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.