Grandview Asset Management’s iShares Select Dividend ETF DVY Stock Holding History

Grandview Asset 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	$283K	Sell	1,866 -39	-2%	-$5.89K	0.08%	117
2025 Q4	$269K	Sell	1,905 -299	-14%	-$42.2K	0.07%	123
2025 Q3	$313K	Sell	2,204 -153	-6%	-$21.2K	0.09%	115
2025 Q2	$313K	Buy	2,357 +9	+0.4%	+$1.17K	0.1%	106
2025 Q1	$315K	Sell	2,348 -252	-10%	-$33.8K	0.12%	98
2024 Q4	$341K	Buy	+2,600	New	+$354K	0.13%	90
2024 Q2	–	Sell	-3,095	Closed	-$381K	–	68
2024 Q1	$381K	Sell	3,095 -100	-3%	-$11.7K	0.17%	79
2023 Q4	$375K	Buy	3,195 +29	+0.9%	+$3.19K	0.2%	75
2023 Q3	$341K	Buy	+3,166	New	+$360K	0.2%	78
2023 Q2	–	Sell	-3,158	Closed	-$370K	–	76
2023 Q1	$370K	Buy	3,158 +9	+0.3%	+$1.09K	0.22%	80
2022 Q4	$380K	Buy	3,149 +21	+0.7%	+$2.48K	0.24%	81
2022 Q3	$335K	Sell	3,128 -332	-10%	-$39.8K	0.21%	84
2022 Q2	$407K	Buy	3,460 +124	+4%	+$15.5K	0.23%	80
2022 Q1	$428K	Buy	3,336 +8	+0.2%	+$1K	0.18%	90
2021 Q4	$408K	Buy	+3,328	New	+$397K	0.16%	101
2021 Q3	–	Sell	-3,122	Closed	-$364K	–	81
2021 Q2	$364K	Buy	3,122 +38	+1%	+$4.52K	0.2%	83
2021 Q1	$352K	Buy	3,084 +460	+18%	+$48.6K	0.19%	100
2020 Q4	$252K	Buy	2,624 +147	+6%	+$13.3K	0.16%	101
2020 Q3	$202K	Sell	2,477 -23	-0.9%	-$1.92K	0.16%	91
2020 Q2	$202K	Buy	+2,500	New	+$200K	0.18%	90

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Grandview Asset Management's DVY Position: Q1 2026 in Review

Grandview Asset Management reduced its iShares Select Dividend ETF (DVY) stake by 2% in Q1 2026, selling an estimated $5.89K and leaving 1,866 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #117.

Grandview Asset Management first reported a position in DVY in Q2 2020 and has held it in 20 quarters since. The position peaked at $428K in Q1 2022. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Grandview Asset Management held 1,866 shares of iShares Select Dividend ETF worth $283K as of Q1 2026.
Grandview Asset Management sold 39 iShares Select Dividend ETF shares in Q1 2026, an estimated $5.89K.
iShares Select Dividend ETF made up 0.08% of Grandview Asset Management's portfolio in Q1 2026, its #117 holding.
Grandview Asset Management first reported a position in iShares Select Dividend ETF in Q2 2020 and has held it in 20 quarters since.
Grandview Asset Management's iShares Select Dividend ETF position peaked at $428K in Q1 2022.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Grandview Asset Management's 13F filing for Q1 2026, filed 7 May 2026.