DVY — ISHARES DJ SELECT DIVIDEND

Ownership history in SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC  ·  26 quarters on record

This page tracks every 13F SEC filing in which SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC reported a position in ISHARES DJ SELECT DIVIDEND (DVY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.01% (2022 Q4)
Avg. % of fund
3.29%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 118,285 +1,055 +0.9% 3.45% $16.7M $141.14
2025 Q3 ADDED 117,230 +5,910 +5.3% 3.53% $16.7M $140.51
2025 Q2 ADDED 111,320 +3,036 +2.8% 3.37% $14.8M $130.17
2025 Q1 ADDED 108,284 +4,674 +4.5% 3.45% $14.5M $130.38
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DVY price (monthly, adj. close)

Other funds also holding DVY

As of 2025 Q4 — sorted by position size

Northside Capital Management, LLC 3Y 7Y 8.02% CABANA LLC 3Y 7Y 7.21% Powell Investment Advisors, LLC 3Y 4.76% Ellis Investment Partners, LLC 3Y 7Y 4.69% Florin Court Capital LLP 3Y 7Y 4.11% Eagle Bay Advisors LLC 3Y 3.99% Sankala Group LLC 3.81% REDMONT WEALTH ADVISORS LLC 3Y 3.02% Gallagher Capital Advisors, LLC 2.9% IFG Advisors, LLC 3Y 2.71%
← Back to SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC Holdings