William Frels - Mairs & Power
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    245
Portfolio value:    $9,786,094,433
Holdings Activity Buys Sells    History
Holding/activity history for  iShares Select Dividend ETF (DVY)
← All DVY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% <0.01 $132.75–142.83 · VW $138.21i SEC
2025   Q2 2,105 <0.01 Reduce 50.82% <0.01 $115.94–135.05 · VW $129.24i $279,570 SEC
2025   Q1 4,280 0.01 $134.29 $574,766 SEC
2024   Q4 4,280 0.01 $131.29 $561,926 SEC
2024   Q3 4,280 0.01 Reduce 35.59% <0.01 $119.68–136.36 · VW $130.08i $578,105 SEC
2024   Q2 6,645 0.01 $120.98 $803,917 SEC
2024   Q1 6,645 <0.01 Reduce 20.42% <0.01 $112.42–123.43 · VW $117.46i $818,536 SEC
2023   Q4 8,350 0.01 Add 12.08% <0.01 $102.66–120.06 · VW $110.28i $978,792 SEC
2023   Q3 7,450 0.01 Buy 0.01 $106.81–118.92 · VW $113.45i $801,922 SEC
2019   Q3 0 0.00 Sell 100.00% 0.01 $94.62–103.78 · VW $99.63i SEC
2019   Q2 6,005 0.01 Add 0.77% <0.01 $93.50–101.28 · VW $98.06i $598,000 SEC
2019   Q1 5,959 0.01 $98.17 $585,000 SEC
2018   Q4 5,959 0.01 Reduce 19.84% <0.01 $84.62–100.79 · VW $93.46i $532,000 SEC
2018   Q3 7,434 0.01 Reduce 0.60% <0.01 $97.02–102.54 · VW $99.85i $742,000 SEC
2018   Q2 7,479 0.01 $97.74 $731,000 SEC
2018   Q1 7,479 0.01 Reduce 14.12% <0.01 $91.67–102.32 · VW $97.26i $711,000 SEC
2017   Q4 8,709 0.01 Reduce 29.96% <0.01 $93.40–99.99 · VW $96.78i $858,000 SEC
2017   Q3 12,434 0.01 Add 67.26% <0.01 $90.47–94.34 · VW $92.44i $1,164,000 SEC
2017   Q2 7,434 0.01 $92.14 $685,000 SEC
2017   Q1 7,434 0.01 $91.07 $677,000 SEC
2016   Q4 7,434 0.01 $88.51 $658,000 SEC
2016   Q3 7,434 0.01 $85.69 $637,000 SEC
2016   Q2 7,434 0.01 Reduce 9.65% <0.01 $79.95–85.29 · VW $82.57i $634,000 SEC
2016   Q1 8,228 0.01 Add 6.39% <0.01 $69.31–82.16 · VW $76.30i $672,000 SEC
2015   Q4 7,734 0.01 Buy 0.01 $71.70–77.98 · VW $75.75i $581,000 SEC
2011   Q3 0 0.00 Sell 100.00% <0.01 $44.80–54.09 · VW $49.59i SEC
2011   Q2 10,230 <0.01 Buy <0.01 $51.27–54.46 · VW $53.09i $541,000 SEC
Price snapshot:
Current price$160.49
52-week low$128.18
52-week high$161.46