Gladstone Institutional Advisory’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Gladstone Institutional Advisory's DVY Position: Q2 2026 in Review
Gladstone Institutional Advisory increased its iShares Select Dividend ETF (DVY) stake by 5.2% in Q2 2026, buying an estimated $89.1K and bringing the position to 11,674 shares worth $1.82M. The position accounts for 0.06% of the portfolio, ranked #309.
Gladstone Institutional Advisory first reported a position in DVY in Q3 2019 and has held it in 25 quarters since. The position peaked at $2.3M in Q1 2023. 1,422 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Gladstone Institutional Advisory held 11,674 shares of iShares Select Dividend ETF worth $1.82M as of Q2 2026.
- Gladstone Institutional Advisory bought 579 iShares Select Dividend ETF shares in Q2 2026, an estimated $89.1K.
- iShares Select Dividend ETF made up 0.06% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #309 holding.
- Gladstone Institutional Advisory first reported a position in iShares Select Dividend ETF in Q3 2019 and has held it in 25 quarters since.
- Gladstone Institutional Advisory's iShares Select Dividend ETF position peaked at $2.3M in Q1 2023.
- 1,422 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.