GoalVest Advisory’s iShares Select Dividend ETF DVY Stock Holding History

GoalVest 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 Q2	$1.03M	Buy	6,573 +1,422	+28%	+$219K	0.19%	67
2026 Q1	$780K	Sell	5,151 -6,369	-55%	-$962K	0.15%	85
2025 Q4	$1.63M	Buy	11,520 +5,664	+97%	+$800K	0.31%	47
2025 Q3	$832K	Sell	5,856 -39,652	-87%	-$5.49M	0.18%	80
2025 Q2	$6.04M	Buy	45,508 +4,266	+10%	+$552K	1.5%	10
2025 Q1	$5.54M	Buy	41,242 +5,780	+16%	+$775K	1.52%	7
2024 Q4	$4.66M	Buy	35,462 +8,124	+30%	+$1.11M	1.28%	9
2024 Q3	$3.69M	Buy	27,338 +1,364	+5%	+$176K	1.06%	11
2024 Q2	$3.14M	Sell	25,974 -4,414	-15%	-$536K	1%	11
2024 Q1	$3.74M	Buy	30,388 +3,373	+12%	+$395K	1.25%	9
2023 Q4	$3.17M	Buy	27,015 +721	+3%	+$79.3K	1.39%	9
2023 Q3	$2.83M	Buy	26,294 +10,969	+72%	+$1.25M	1.42%	9
2023 Q2	$1.74M	Sell	15,325 -2,755	-15%	-$314K	0.9%	12
2023 Q1	$2.12M	Sell	18,080 -1,072	-6%	-$130K	1.24%	10
2022 Q4	$2.31M	Buy	19,152 +5,139	+37%	+$608K	1.49%	14
2022 Q3	$1.5M	Buy	14,013 +2,335	+20%	+$280K	1.05%	22
2022 Q2	$1.37M	Buy	+11,678	New	+$1.46M	0.87%	32

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GoalVest Advisory's DVY Position: Q2 2026 in Review

GoalVest Advisory increased its iShares Select Dividend ETF (DVY) stake by 28% in Q2 2026, buying an estimated $219K and bringing the position to 6,573 shares worth $1.03M. The position accounts for 0.19% of the portfolio, ranked #67.

GoalVest Advisory first reported a position in DVY in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.04M in Q2 2025. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

GoalVest Advisory held 6,573 shares of iShares Select Dividend ETF worth $1.03M as of Q2 2026.
GoalVest Advisory bought 1,422 iShares Select Dividend ETF shares in Q2 2026, an estimated $219K.
iShares Select Dividend ETF made up 0.19% of GoalVest Advisory's portfolio in Q2 2026, its #67 holding.
GoalVest Advisory first reported a position in iShares Select Dividend ETF in Q2 2022 and has held it in 17 quarters since.
GoalVest Advisory's iShares Select Dividend ETF position peaked at $6.04M in Q2 2025.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.