Gallagher Capital Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Gallagher Capital Advisors’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 Q2	$4.95M	Buy	+31,658	New	+$4.87M	2.83%	9
2026 Q1	–	Sell	-31,743	Closed	-$4.48M	–	68
2025 Q4	$4.48M	Sell	31,743 -1,239	-4%	-$175K	2.9%	9
2025 Q3	$4.54M	Buy	32,982 +19,769	+150%	+$2.74M	2.61%	10
2025 Q2	$1.81M	Sell	13,213 -19,760	-60%	-$2.56M	1.46%	24
2025 Q1	$4.43M	Sell	32,973 -15	-0%	-$2.01K	3.37%	7
2024 Q4	$4.33M	Buy	+32,988	New	+$4.49M	3.16%	9

Other funds holding DVY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Gallagher Capital Advisors's DVY Position: Q2 2026 in Review

Gallagher Capital Advisors opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 31,658 shares worth $4.95M. The stake represents 2.83% of the portfolio and ranks #9 among its holdings. This is a return to the name: Gallagher Capital Advisors previously reported a position in DVY as recently as Q4 2025.

Gallagher Capital Advisors first reported a position in DVY in Q4 2024 and has held it in 6 quarters since. 833 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Gallagher Capital Advisors held 31,658 shares of iShares Select Dividend ETF worth $4.95M as of Q2 2026.
iShares Select Dividend ETF was a new Gallagher Capital Advisors position in Q2 2026.
iShares Select Dividend ETF made up 2.83% of Gallagher Capital Advisors's portfolio in Q2 2026, its #9 holding.
Gallagher Capital Advisors first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 6 quarters since.
833 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.