Gladstone Institutional Advisory’s iShares Select Dividend ETF DVY Stock Holding History

Gladstone Institutional Advisory’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 Q3	$1.77M	Sell	11,649 -25	-0.2%	-$4.03K	0.05%	344
2026 Q2	$1.82M	Buy	11,674 +579	+5%	+$89.1K	0.06%	309
2026 Q1	$1.68M	Sell	11,095 -380	-3%	-$57.4K	0.06%	291
2025 Q4	$1.62M	Sell	11,475 -70	-0.6%	-$9.9K	0.06%	281
2025 Q3	$1.64M	Buy	11,545 +407	+4%	+$56.4K	0.06%	278
2025 Q2	$1.48M	Sell	11,138 -1,919	-15%	-$248K	0.06%	286
2025 Q1	$1.75M	Sell	13,057 -592	-4%	-$79.4K	0.08%	243
2024 Q4	$1.79M	Buy	13,649 +26	+0.2%	+$3.54K	0.08%	240
2024 Q3	$1.84M	Buy	13,623 +118	+0.9%	+$15.3K	0.09%	238
2024 Q2	$1.63M	Buy	13,505 +327	+2%	+$39.7K	0.09%	243
2024 Q1	$1.62M	Buy	13,178 +391	+3%	+$45.8K	0.09%	241
2023 Q4	$1.5M	Sell	12,787 -290	-2%	-$31.9K	0.08%	234
2023 Q3	$1.41M	Sell	13,077 -119	-0.9%	-$13.5K	0.09%	227
2023 Q2	$1.5M	Sell	13,196 -6,424	-33%	-$732K	0.09%	224
2023 Q1	$2.3M	Buy	19,620 +1,331	+7%	+$161K	0.15%	179
2022 Q4	$2.21M	Buy	18,289 +4,621	+34%	+$547K	0.16%	184
2022 Q3	$1.46M	Buy	13,668 +1,558	+13%	+$187K	0.11%	213
2022 Q2	$1.42M	Buy	12,110 +2,009	+20%	+$251K	0.11%	210
2022 Q1	$1.29M	Sell	10,101 -941	-9%	-$118K	0.09%	245
2021 Q4	$1.35M	Buy	11,042 +2,732	+33%	+$326K	0.1%	231
2021 Q3	$953K	Buy	8,310 +679	+9%	+$79.4K	0.09%	234
2021 Q2	$890K	Buy	7,631 +5,606	+277%	+$667K	0.11%	208
2021 Q1	$231K	Buy	+2,025	New	+$214K	0.04%	366
2020 Q3	–	Sell	-2,579	Closed	-$208K	–	277
2020 Q2	$208K	Buy	+2,579	New	+$206K	0.05%	214
2020 Q1	–	Sell	-2,121	Closed	-$224K	–	280
2019 Q4	$224K	Hold	2,121	–	–	0.05%	243
2019 Q3	$216K	Buy	+2,121	New	+$211K	0.05%	256

Other funds holding DVY

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Gladstone Institutional Advisory's DVY Position: Q3 2026 in Review

Gladstone Institutional Advisory reduced its iShares Select Dividend ETF (DVY) stake by 0.21% in Q3 2026, selling an estimated $4.03K and leaving 11,649 shares worth $1.77M. The position accounts for 0.05% of the portfolio, ranked #344.

Gladstone Institutional Advisory first reported a position in DVY in Q3 2019 and has held it in 26 quarters since. The position peaked at $2.3M in Q1 2023. 1,209 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Gladstone Institutional Advisory held 11,649 shares of iShares Select Dividend ETF worth $1.77M as of Q3 2026.
Gladstone Institutional Advisory sold 25 iShares Select Dividend ETF shares in Q3 2026, an estimated $4.03K.
iShares Select Dividend ETF made up 0.05% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #344 holding.
Gladstone Institutional Advisory first reported a position in iShares Select Dividend ETF in Q3 2019 and has held it in 26 quarters since.
Gladstone Institutional Advisory's iShares Select Dividend ETF position peaked at $2.3M in Q1 2023.
1,209 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.