Golden State Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Golden State Wealth Management’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	$248K	Sell	1,588 -300	-16%	-$46.2K	0.02%	388
2026 Q1	$286K	Buy	1,888 +143	+8%	+$21.6K	0.03%	332
2025 Q4	$246K	Buy	1,745 +225	+15%	+$31.8K	0.03%	361
2025 Q3	$216K	Sell	1,520 -46	-3%	-$6.37K	0.02%	370
2025 Q2	$208K	Sell	1,566 -135	-8%	-$17.5K	0.03%	354
2025 Q1	$228K	Sell	1,701 -11	-0.6%	-$1.48K	0.03%	320
2024 Q4	$225K	Buy	+1,712	New	+$233K	0.03%	304
2022 Q1	$241K	Hold	1,878	–	–	0.05%	269
2021 Q4	$230K	Sell	1,878 -123	-6%	-$14.7K	0.04%	338
2021 Q3	$230K	Sell	2,001 -25	-1%	-$2.92K	0.05%	269
2021 Q2	$236K	Buy	2,026 +245	+14%	+$29.1K	0.05%	258
2021 Q1	$203K	Buy	+1,781	New	+$188K	0.07%	196
2020 Q4	–	Sell	-1,836	Closed	-$150K	–	280
2020 Q3	$150K	Buy	+1,836	New	+$153K	0.05%	218
2020 Q2	–	Sell	-2,470	Closed	-$182K	–	362
2020 Q1	$182K	Buy	+2,470	New	+$236K	0.08%	170
2019 Q4	–	Sell	-4,076	Closed	-$416K	–	265
2019 Q3	$416K	Sell	4,076 -453	-10%	-$45.2K	0.14%	121
2019 Q2	$450K	Sell	4,529 -133	-3%	-$13.1K	0.14%	128
2019 Q1	$458K	Buy	+4,662	New	+$447K	0.15%	125

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 Wealth Management's DVY Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 16% in Q2 2026, selling an estimated $46.2K and leaving 1,588 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #388.

Golden State Wealth Management first reported a position in DVY in Q1 2019 and has held it in 17 quarters since. The position peaked at $458K in Q1 2019. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Golden State Wealth Management held 1,588 shares of iShares Select Dividend ETF worth $248K as of Q2 2026.
Golden State Wealth Management sold 300 iShares Select Dividend ETF shares in Q2 2026, an estimated $46.2K.
iShares Select Dividend ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #388 holding.
Golden State Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2019 and has held it in 17 quarters since.
Golden State Wealth Management's iShares Select Dividend ETF position peaked at $458K in Q1 2019.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.