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Global Wealth Strategies & Associates’s iShares Select Dividend ETF DVY Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-20
Closed -$2.99K – 193
2026
Q1 		$2.99K Buy
20
+1
+5% +$151 ﹤0.01% 384
2025
Q4 		$2.68K Sell
19
-8
-30% -$1.13K ﹤0.01% 404
2025
Q3 		$3.84K Buy
+27
New +$3.74K ﹤0.01% 353

Other funds holding DVY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Global Wealth Strategies & Associates's DVY Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares Select Dividend ETF (DVY) in Q2 2026, closing a stake of 20 shares — an estimated $2.99K sold.

Global Wealth Strategies & Associates first reported a position in DVY in Q3 2025 and held it in 3 quarters. The position peaked at $3.84K in Q3 2025. 705 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining iShares Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 20 iShares Select Dividend ETF shares in Q2 2026, an estimated $2.99K.
  • Global Wealth Strategies & Associates first reported a position in iShares Select Dividend ETF in Q3 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's iShares Select Dividend ETF position peaked at $3.84K in Q3 2025.
  • 705 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.