Golden State Equity Partners’s iShares Select Dividend ETF DVY Stock Holding History

Golden State Equity Partners’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	$15K	Sell	96 -19	-17%	-$2.92K	0.04%	200
2026 Q1	$17.4K	Buy	+115	New	+$17.4K	﹤0.01%	1130

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

Golden State Equity Partners's DVY Position: Q2 2026 in Review

Golden State Equity Partners reduced its iShares Select Dividend ETF (DVY) stake by 17% in Q2 2026, selling an estimated $2.92K and leaving 96 shares worth $15K. The position accounts for 0.04% of the portfolio, ranked #200.

Golden State Equity Partners first reported a position in DVY in Q1 2026 and has held it in 2 quarters since. The position peaked at $17.4K in Q1 2026. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Golden State Equity Partners held 96 shares of iShares Select Dividend ETF worth $15K as of Q2 2026.
Golden State Equity Partners sold 19 iShares Select Dividend ETF shares in Q2 2026, an estimated $2.92K.
iShares Select Dividend ETF made up 0.04% of Golden State Equity Partners's portfolio in Q2 2026, its #200 holding.
Golden State Equity Partners first reported a position in iShares Select Dividend ETF in Q1 2026 and has held it in 2 quarters since.
Golden State Equity Partners's iShares Select Dividend ETF position peaked at $17.4K in Q1 2026.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.