Glassman Wealth Services’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $409K | Buy |
2,619
+50
| +2% | +$7.7K | 0.05% | 60 |
|
|
2026
Q1 | $389K | Hold |
2,569
| – | – | 0.05% | 57 |
|
|
2025
Q4 | $363K | Hold |
2,569
| – | – | 0.05% | 59 |
|
|
2025
Q3 | $365K | Hold |
2,569
| – | – | 0.05% | 54 |
|
|
2025
Q2 | $341K | Hold |
2,569
| – | – | 0.05% | 56 |
|
|
2025
Q1 | $345K | Hold |
2,569
| – | – | 0.06% | 49 |
|
|
2024
Q4 | $337K | Hold |
2,569
| – | – | 0.06% | 47 |
|
|
2024
Q3 | $347K | Hold |
2,569
| – | – | 0.06% | 48 |
|
|
2024
Q2 | $311K | Hold |
2,569
| – | – | 0.06% | 54 |
|
|
2024
Q1 | $316K | Buy |
2,569
+2
| +0.1% | +$234 | 0.06% | 53 |
|
|
2023
Q4 | $301K | Buy |
2,567
+154
| +6% | +$16.9K | 0.04% | 137 |
|
|
2023
Q3 | $260K | Hold |
2,413
| – | – | 0.04% | 137 |
|
|
2023
Q2 | $273K | Hold |
2,413
| – | – | 0.04% | 131 |
|
|
2023
Q1 | $283K | Hold |
2,413
| – | – | 0.05% | 127 |
|
|
2022
Q4 | $291K | Hold |
2,413
| – | – | 0.05% | 128 |
|
|
2022
Q3 | $259K | Hold |
2,413
| – | – | 0.06% | 116 |
|
|
2022
Q2 | $284K | Hold |
2,413
| – | – | 0.06% | 119 |
|
|
2022
Q1 | $309K | Hold |
2,413
| – | – | 0.06% | 118 |
|
|
2021
Q4 | $296K | Hold |
2,413
| – | – | 0.05% | 115 |
|
|
2021
Q3 | $277K | Hold |
2,413
| – | – | 0.06% | 115 |
|
|
2021
Q2 | $281K | Hold |
2,413
| – | – | 0.06% | 110 |
|
|
2021
Q1 | $275K | Hold |
2,413
| – | – | 0.06% | 111 |
|
|
2020
Q4 | $232K | Hold |
2,413
| – | – | 0.05% | 127 |
|
|
2020
Q3 | $197K | Hold |
2,413
| – | – | 0.05% | 119 |
|
|
2020
Q2 | $195K | Sell |
2,413
-100
| -4% | -$7.99K | 0.06% | 110 |
|
|
2020
Q1 | $185K | Buy |
2,513
+100
| +4% | +$9.56K | 0.07% | 105 |
|
|
2019
Q4 | $255K | Hold |
2,413
| – | – | 0.1% | 102 |
|
|
2019
Q3 | $246K | Hold |
2,413
| – | – | 0.1% | 97 |
|
|
2019
Q2 | $240K | Hold |
2,413
| – | – | 0.1% | 98 |
|
|
2019
Q1 | $237K | Hold |
2,413
| – | – | 0.1% | 100 |
|
|
2018
Q4 | $216K | Hold |
2,413
| – | – | 0.12% | 94 |
|
|
2018
Q3 | $241K | Hold |
2,413
| – | – | 0.11% | 93 |
|
|
2018
Q2 | $236K | Hold |
2,413
| – | – | 0.12% | 81 |
|
|
2018
Q1 | $230K | Hold |
2,413
| – | – | 0.14% | 71 |
|
|
2017
Q4 | $238K | Hold |
2,413
| – | – | 0.14% | 67 |
|
|
2017
Q3 | $226K | Hold |
2,413
| – | – | 0.15% | 69 |
|
|
2017
Q2 | $223K | Hold |
2,413
| – | – | 0.15% | 68 |
|
|
2017
Q1 | $220K | Hold |
2,413
| – | – | 0.15% | 67 |
|
|
2016
Q4 | $214K | Buy |
+2,413
| New | +$208K | 0.15% | 74 |
|
Other funds holding DVY
Glassman Wealth Services's DVY Position: Q2 2026 in Review
Glassman Wealth Services increased its iShares Select Dividend ETF (DVY) stake by 1.9% in Q2 2026, buying an estimated $7.7K and bringing the position to 2,619 shares worth $409K. The position accounts for 0.05% of the portfolio, ranked #60.
Glassman Wealth Services first reported a position in DVY in Q4 2016 and has held it in 39 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Glassman Wealth Services held 2,619 shares of iShares Select Dividend ETF worth $409K as of Q2 2026.
- Glassman Wealth Services bought 50 iShares Select Dividend ETF shares in Q2 2026, an estimated $7.7K.
- iShares Select Dividend ETF made up 0.05% of Glassman Wealth Services's portfolio in Q2 2026, its #60 holding.
- Glassman Wealth Services first reported a position in iShares Select Dividend ETF in Q4 2016 and has held it in 39 quarters since.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.