D.B. Root & Company, LLC DVYE β€” ISHARES INC

Ownership history in D.B. Root & Company, LLC  Β·  2 quarters on record

AI Ownership Summary

D.B. Root & Company, LLC reported ISHARES INC (DVYE) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.37% in 2026 Q1. The latest visible filing shows DVYE at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DVYE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was D.B. Root & Company, LLC's position in ISHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DVYE was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How D.B. Root & Company, LLC held DVYE β€” position size vs. price
% of Fund (quarterly)    DVYE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 45,337 +34,487 +317.9% 0.37% $1.6M 2026-05-13 $34.87
2025 Q4 INITIATED β€” β€” β€” 10,850 β€” β€” 0.08% $338K 2026-02-03 $34.28

FAQ About D.B. Root & Company, LLC and DVYE

These are the practical questions this page is built to answer before you even open the full history table.

How long has D.B. Root & Company, LLC reported owning DVYE?

D.B. Root & Company, LLC reported DVYE across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported DVYE position in D.B. Root & Company, LLC's portfolio?

The largest reported portfolio weight for DVYE was 0.37% in 2026 Q1.

What is the latest reported DVYE position on this page?

The most recent filing on this page is 2026 Q1, when D.B. Root & Company, LLC reported 45,337 shares, equal to 0.37% of portfolio, with an estimated market value of $1.6M.

What does the chart on this DVYE ownership page compare?

The chart compares D.B. Root & Company, LLC's quarterly DVYE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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