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Global Wealth Management Investment Advisory’s iShares Select Dividend ETF DVY Stock Holding History

Global Wealth Management Investment 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
Q1 		– Sell
-1,950
Closed -$275K – 159
2025
Q4 		$275K Sell
1,950
-25
-1% -$3.53K 0.04% 131
2025
Q3 		$281K Buy
+1,975
New +$274K 0.05% 131
2024
Q4 		– Sell
-1,623
Closed -$219K – 146
2024
Q3 		$219K Buy
+1,623
New +$210K 0.05% 131
2024
Q2 		– Sell
-2,101
Closed -$259K – 134
2024
Q1 		$259K Buy
2,101
+478
+29% +$56K 0.06% 126
2023
Q4 		$190K Buy
1,623
+200
+14% +$22K 0.05% 130
2023
Q3 		$153K Hold
1,423
– – 0.04% 139
2023
Q2 		$161K Buy
+1,423
New +$162K 0.04% 138
2022
Q3 		– Sell
-1,443
Closed -$170K – 237
2022
Q2 		$170K Sell
1,443
-47
-3% -$5.88K 0.06% 138
2022
Q1 		$191K Hold
1,490
– – 0.06% 142
2021
Q4 		$183K Sell
1,490
-10
-0.7% -$1.19K 0.06% 141
2021
Q3 		$172K Hold
1,500
– – 0.05% 145
2021
Q2 		$175K Sell
1,500
-158
-10% -$18.8K 0.06% 136
2021
Q1 		$189K Sell
1,658
-40
-2% -$4.23K 0.07% 120
2020
Q4 		$163K Sell
1,698
-290
-15% -$26.3K 0.06% 115
2020
Q3 		$162K Sell
1,988
-532
-21% -$44.4K 0.07% 111
2020
Q2 		$203K Sell
2,520
-71,184
-97% -$5.69M 0.09% 113
2020
Q1 		$5.42M Buy
73,704
+15,535
+27% +$1.48M 2.73% 5
2019
Q4 		$6.15M Buy
58,169
+2,747
+5% +$283K 2.6% 6
2019
Q3 		$5.65M Buy
55,422
+5,876
+12% +$586K 2.58% 6
2019
Q2 		$4.93M Buy
49,546
+10,082
+26% +$995K 2.39% 6
2019
Q1 		$3.88M Buy
39,464
+16,541
+72% +$1.58M 2.01% 8
2018
Q4 		$2.05M Buy
+22,923
New +$2.2M 1.19% 24

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

Global Wealth Management Investment Advisory's DVY Position: Q1 2026 in Review

Global Wealth Management Investment Advisory sold out of iShares Select Dividend ETF (DVY) in Q1 2026, closing a stake of 1,950 shares — an estimated $275K sold.

Global Wealth Management Investment Advisory first reported a position in DVY in Q4 2018 and held it in 22 quarters. The position peaked at $6.15M in Q4 2019. 1,422 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Global Wealth Management Investment Advisory reported no remaining iShares Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 1,950 iShares Select Dividend ETF shares in Q1 2026, an estimated $275K.
  • Global Wealth Management Investment Advisory first reported a position in iShares Select Dividend ETF in Q4 2018 and held it in 22 quarters.
  • Global Wealth Management Investment Advisory's iShares Select Dividend ETF position peaked at $6.15M in Q4 2019.
  • 1,422 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2026, filed 1 May 2026.