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

Grand 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 Q1	–	Sell	-1,256	Closed	-$177K	–	88
2025 Q4	$177K	Buy	1,256 +357	+40%	+$50.4K	0.08%	41
2025 Q3	$128K	Hold	899	–	–	0.06%	45
2025 Q2	$119K	Hold	899	–	–	0.06%	47
2025 Q1	$121K	Hold	899	–	–	0.07%	41
2024 Q4	$118K	Hold	899	–	–	0.07%	42
2024 Q3	$121K	Hold	899	–	–	0.07%	42
2024 Q2	$109K	Hold	899	–	–	0.06%	42
2024 Q1	$111K	Hold	899	–	–	0.05%	49
2023 Q4	$105K	Hold	899	–	–	0.06%	50
2023 Q3	$96.8K	Hold	899	–	–	0.06%	47
2023 Q2	$102K	Hold	899	–	–	0.06%	44
2023 Q1	$105K	Hold	899	–	–	0.06%	43
2022 Q4	$108K	Hold	899	–	–	0.07%	43
2022 Q3	$96K	Hold	899	–	–	0.05%	40
2022 Q2	$106K	Hold	899	–	–	0.05%	42
2022 Q1	$115K	Hold	899	–	–	0.05%	36
2021 Q4	$110K	Buy	+899	New	+$107K	0.05%	38

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Grand Wealth Management's DVY Position: Q1 2026 in Review

Grand Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q1 2026, closing a stake of 1,256 shares — an estimated $177K sold.

Grand Wealth Management first reported a position in DVY in Q4 2021 and held it in 17 quarters. The position peaked at $177K in Q4 2025. 1,427 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Grand Wealth Management reported no remaining iShares Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
Grand Wealth Management sold 1,256 iShares Select Dividend ETF shares in Q1 2026, an estimated $177K.
Grand Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2021 and held it in 17 quarters.
Grand Wealth Management's iShares Select Dividend ETF position peaked at $177K in Q4 2025.
1,427 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.