GHP Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

GHP Investment 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	$87K	Buy	557 +104	+23%	+$16K	﹤0.01%	487
2026 Q1	$68.6K	Buy	453 +4	+0.9%	+$604	﹤0.01%	505
2025 Q4	$63.4K	Buy	449 +5	+1%	+$706	﹤0.01%	498
2025 Q3	$63.1K	Sell	444 -39	-8%	-$5.4K	﹤0.01%	497
2025 Q2	$64.2K	Buy	483 +4	+0.8%	+$518	﹤0.01%	488
2025 Q1	$64.4K	Sell	479 -169	-26%	-$22.7K	﹤0.01%	475
2024 Q4	$85.1K	Buy	648 +3	+0.5%	+$409	﹤0.01%	444
2024 Q3	$87.1K	Buy	645 +5	+0.8%	+$646	﹤0.01%	453
2024 Q2	$77.4K	Sell	640 -122	-16%	-$14.8K	﹤0.01%	456
2024 Q1	$93.9K	Sell	762 -41	-5%	-$4.8K	﹤0.01%	436
2023 Q4	$94.1K	Buy	803 +5	+0.6%	+$550	0.01%	435
2023 Q3	$85.2K	Buy	798 +2	+0.3%	+$227	0.01%	438
2023 Q2	$91.9K	Buy	796 +129	+19%	+$14.7K	0.01%	435
2023 Q1	$78.1K	Buy	667 +4	+0.6%	+$484	0.01%	452
2022 Q4	$80K	Sell	663 -170	-20%	-$20.1K	0.01%	453
2022 Q3	$89K	Hold	833	–	–	0.01%	433
2022 Q2	$98K	Buy	833 +3	+0.4%	+$376	0.01%	429
2022 Q1	$106K	Buy	+830	New	+$104K	0.01%	419

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GHP Investment Advisors's DVY Position: Q2 2026 in Review

GHP Investment Advisors increased its iShares Select Dividend ETF (DVY) stake by 23% in Q2 2026, buying an estimated $16K and bringing the position to 557 shares worth $87K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

GHP Investment Advisors first reported a position in DVY in Q1 2022 and has held it in 18 quarters since. The position peaked at $106K in Q1 2022. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

GHP Investment Advisors held 557 shares of iShares Select Dividend ETF worth $87K as of Q2 2026.
GHP Investment Advisors bought 104 iShares Select Dividend ETF shares in Q2 2026, an estimated $16K.
iShares Select Dividend ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #487 holding.
GHP Investment Advisors first reported a position in iShares Select Dividend ETF in Q1 2022 and has held it in 18 quarters since.
GHP Investment Advisors's iShares Select Dividend ETF position peaked at $106K in Q1 2022.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.