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Garton & Associates Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-705
Closed -$99.6K – 281
2025
Q4 		$99.6K Buy
+705
New +$99.6K 0.06% 231

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Garton & Associates Financial Advisors's DVY Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares Select Dividend ETF (DVY) in Q1 2026, closing a stake of 705 shares — an estimated $99.6K sold.

Garton & Associates Financial Advisors first reported a position in DVY in Q4 2025 and held it in 1 quarter. The position peaked at $99.6K in Q4 2025. 1,422 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 705 iShares Select Dividend ETF shares in Q1 2026, an estimated $99.6K.
  • Garton & Associates Financial Advisors first reported a position in iShares Select Dividend ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares Select Dividend ETF position peaked at $99.6K in Q4 2025.
  • 1,422 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.