GM Advisory Group’s iShares Select Dividend ETF DVY Stock Holding History

GM Advisory Group’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	$375K	Sell	2,476 -20	-0.8%	-$3.02K	0.01%	273
2025 Q4	$352K	Buy	2,496 +16	+0.6%	+$2.26K	0.01%	259
2025 Q3	$352K	Buy	2,480 +235	+10%	+$32.5K	0.02%	234
2025 Q2	$298K	Buy	2,245 +13	+0.6%	+$1.68K	0.01%	241
2025 Q1	$300K	Buy	+2,232	New	+$299K	0.02%	214
2024 Q3	–	Sell	-1,680	Closed	-$203K	–	255
2024 Q2	$203K	Buy	+1,680	New	+$204K	0.01%	230
2019 Q4	–	Sell	-75,574	Closed	-$7.71M	–	107
2019 Q3	$7.71M	Buy	75,574 +1,634	+2%	+$163K	2.4%	11
2019 Q2	$7.36M	Sell	73,940 -2,560	-3%	-$253K	2.31%	13
2019 Q1	$7.51M	Sell	76,500 -49,348	-39%	-$4.73M	2.47%	13
2018 Q4	$11.2M	Buy	125,848 +2,017	+2%	+$193K	4.18%	7
2018 Q3	$12.4M	Buy	+123,831	New	+$12.4M	3.87%	7
2018 Q1	–	Sell	-2,376	Closed	-$234K	–	129
2017 Q4	$234K	Hold	2,376	–	–	0.06%	112
2017 Q3	$223K	Hold	2,376	–	–	0.07%	106
2017 Q2	$219K	Buy	+2,376	New	+$218K	0.07%	104

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GM Advisory Group's DVY Position: Q1 2026 in Review

GM Advisory Group reduced its iShares Select Dividend ETF (DVY) stake by 0.8% in Q1 2026, selling an estimated $3.02K and leaving 2,476 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #273.

GM Advisory Group first reported a position in DVY in Q2 2017 and has held it in 14 quarters since. The position peaked at $12.4M in Q3 2018. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

GM Advisory Group held 2,476 shares of iShares Select Dividend ETF worth $375K as of Q1 2026.
GM Advisory Group sold 20 iShares Select Dividend ETF shares in Q1 2026, an estimated $3.02K.
iShares Select Dividend ETF made up 0.01% of GM Advisory Group's portfolio in Q1 2026, its #273 holding.
GM Advisory Group first reported a position in iShares Select Dividend ETF in Q2 2017 and has held it in 14 quarters since.
GM Advisory Group's iShares Select Dividend ETF position peaked at $12.4M in Q3 2018.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.