Gould Asset Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.2M | Buy |
7,908
+450
| +6% | +$68K | 0.21% | 58 |
|
|
2025
Q4 | $1.05M | Buy |
7,458
+330
| +5% | +$46.6K | 0.19% | 62 |
|
|
2025
Q3 | $1.01M | Sell |
7,128
-130
| -2% | -$18K | 0.19% | 64 |
|
|
2025
Q2 | $964K | Sell |
7,258
-303
| -4% | -$39.2K | 0.19% | 63 |
|
|
2025
Q1 | $1.02M | Sell |
7,561
-297
| -4% | -$39.8K | 0.21% | 57 |
|
|
2024
Q4 | $1.03M | Buy |
7,858
+425
| +6% | +$57.9K | 0.22% | 58 |
|
|
2024
Q3 | $1M | Buy |
7,433
+185
| +3% | +$23.9K | 0.22% | 57 |
|
|
2024
Q2 | $877K | Sell |
7,248
-245
| -3% | -$29.7K | 0.2% | 65 |
|
|
2024
Q1 | $923K | Sell |
7,493
-335
| -4% | -$39.2K | 0.22% | 54 |
|
|
2023
Q4 | $918K | Buy |
7,828
+80
| +1% | +$8.8K | 0.24% | 45 |
|
|
2023
Q3 | $834K | Buy |
7,748
+11
| +0.1% | +$1.25K | 0.24% | 48 |
|
|
2023
Q2 | $877K | Sell |
7,737
-66
| -0.8% | -$7.52K | 0.24% | 43 |
|
|
2023
Q1 | $914K | Sell |
7,803
-4,562
| -37% | -$552K | 0.26% | 40 |
|
|
2022
Q4 | $1.49M | Buy |
12,365
+785
| +7% | +$92.9K | 0.45% | 33 |
|
|
2022
Q3 | $1.24M | Sell |
11,580
-228
| -2% | -$27.3K | 0.42% | 29 |
|
|
2022
Q2 | $1.39M | Sell |
11,808
-875
| -7% | -$110K | 0.45% | 30 |
|
|
2022
Q1 | $1.63M | Sell |
12,683
-940
| -7% | -$117K | 0.47% | 26 |
|
|
2021
Q4 | $1.67M | Buy |
13,623
+555
| +4% | +$66.2K | 0.47% | 26 |
|
|
2021
Q3 | $1.5M | Buy |
13,068
+40
| +0.3% | +$4.68K | 0.46% | 27 |
|
|
2021
Q2 | $1.52M | Sell |
13,028
-1,865
| -13% | -$222K | 0.43% | 32 |
|
|
2021
Q1 | $1.7M | Sell |
14,893
-1,510
| -9% | -$160K | 0.52% | 30 |
|
|
2020
Q4 | $1.58M | Sell |
16,403
-935
| -5% | -$84.9K | 0.48% | 32 |
|
|
2020
Q3 | $1.41M | Buy |
17,338
+530
| +3% | +$44.2K | 0.48% | 31 |
|
|
2020
Q2 | $1.36M | Buy |
16,808
+1,880
| +13% | +$150K | 0.48% | 34 |
|
|
2020
Q1 | $1.1M | Buy |
14,928
+1,290
| +9% | +$123K | 0.42% | 32 |
|
|
2019
Q4 | $1.44M | Sell |
13,638
-245
| -2% | -$25.2K | 0.48% | 33 |
|
|
2019
Q3 | $1.42M | Sell |
13,883
-100
| -0.7% | -$9.97K | 0.5% | 33 |
|
|
2019
Q2 | $1.39M | Buy |
13,983
+30
| +0.2% | +$2.96K | 0.5% | 30 |
|
|
2019
Q1 | $1.37M | Sell |
13,953
-7
| -0.1% | -$670 | 0.51% | 30 |
|
|
2018
Q4 | $1.25M | Sell |
13,960
-130
| -0.9% | -$12.5K | 0.52% | 30 |
|
|
2018
Q3 | $1.41M | Buy |
14,090
+370
| +3% | +$37.1K | 0.56% | 28 |
|
|
2018
Q2 | $1.34M | Sell |
13,720
-685
| -5% | -$66.5K | 0.58% | 27 |
|
|
2018
Q1 | $1.37M | Sell |
14,405
-2,005
| -12% | -$196K | 0.6% | 25 |
|
|
2017
Q4 | $1.62M | Sell |
16,410
-475
| -3% | -$45.7K | 0.7% | 22 |
|
|
2017
Q3 | $1.58M | Sell |
16,885
-2,545
| -13% | -$235K | 0.71% | 19 |
|
|
2017
Q2 | $1.79M | Sell |
19,430
-110
| -0.6% | -$10.1K | 0.86% | 17 |
|
|
2017
Q1 | $1.78M | Sell |
19,540
-300
| -2% | -$27.2K | 0.89% | 15 |
|
|
2016
Q4 | $1.76M | Buy |
19,840
+360
| +2% | +$31K | 0.9% | 14 |
|
|
2016
Q3 | $1.67M | Buy |
19,480
+720
| +4% | +$62.1K | 0.9% | 15 |
|
|
2016
Q2 | $1.6M | Sell |
18,760
-385
| -2% | -$31.7K | 0.86% | 15 |
|
|
2016
Q1 | $1.56M | Buy |
19,145
+455
| +2% | +$34.7K | 0.84% | 15 |
|
|
2015
Q4 | $1.41M | Buy |
18,690
+1,825
| +11% | +$139K | 0.75% | 17 |
|
|
2015
Q3 | $1.23M | Buy |
16,865
+95
| +0.6% | +$7.1K | 0.68% | 19 |
|
|
2015
Q2 | $1.26M | Buy |
16,770
+485
| +3% | +$37.9K | 0.64% | 21 |
|
|
2015
Q1 | $1.27M | Sell |
16,285
-210
| -1% | -$16.6K | 0.62% | 21 |
|
|
2014
Q4 | $1.31M | Buy |
16,495
+425
| +3% | +$32.8K | 0.64% | 21 |
|
|
2014
Q3 | $1.19M | Buy |
16,070
+20
| +0.1% | +$1.51K | 0.57% | 25 |
|
|
2014
Q2 | $1.24M | Sell |
16,050
-200
| -1% | -$14.9K | 0.59% | 24 |
|
|
2014
Q1 | $1.19M | Sell |
16,250
-840
| -5% | -$59.6K | 0.63% | 25 |
|
|
2013
Q4 | $1.22M | Buy |
17,090
+715
| +4% | +$49.7K | 0.71% | 22 |
|
|
2013
Q3 | $1.09M | Sell |
16,375
-430
| -3% | -$28.6K | 0.68% | 20 |
|
|
2013
Q2 | $1.08M | Buy |
+16,805
| New | +$1.09M | 0.67% | 20 |
|
Other funds holding DVY
Gould Asset Management's DVY Position: Q1 2026 in Review
Gould Asset Management increased its iShares Select Dividend ETF (DVY) stake by 6% in Q1 2026, buying an estimated $68K and bringing the position to 7,908 shares worth $1.2M. The position accounts for 0.21% of the portfolio, ranked #58.
Gould Asset Management first reported a position in DVY in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.79M in Q2 2017. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.
- Gould Asset Management held 7,908 shares of iShares Select Dividend ETF worth $1.2M as of Q1 2026.
- Gould Asset Management bought 450 iShares Select Dividend ETF shares in Q1 2026, an estimated $68K.
- iShares Select Dividend ETF made up 0.21% of Gould Asset Management's portfolio in Q1 2026, its #58 holding.
- Gould Asset Management first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 52 quarters since.
- Gould Asset Management's iShares Select Dividend ETF position peaked at $1.79M in Q2 2017.
- 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.
Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.