Granite FO LLC’s iShares Select Dividend ETF DVY Stock Holding History

Granite FO LLC’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	$2.44M	Sell	15,587 -7,650	-33%	-$1.18M	1.29%	12
2026 Q1	$3.52M	Sell	23,237 -5,350	-19%	-$808K	2.08%	10
2025 Q4	$4.03M	Hold	28,587	–	–	2.15%	10
2025 Q3	$4.06M	Hold	28,587	–	–	2.21%	10
2025 Q2	$3.8M	Sell	28,587 -750	-3%	-$97.1K	2.15%	10
2025 Q1	$3.94M	Hold	29,337	–	–	2.24%	10
2024 Q4	$3.85M	Hold	29,337	–	–	2.2%	11
2024 Q3	$3.96M	Sell	29,337 -1,855	-6%	-$240K	2.24%	10
2024 Q2	$3.77M	Buy	31,192 +1,855	+6%	+$225K	2.41%	10
2024 Q1	$3.88M	Sell	29,337 -1,855	-6%	-$217K	2.28%	9
2023 Q4	$3.66M	Hold	31,192	–	–	2.45%	9
2023 Q3	$3.36M	Sell	31,192 -2,150	-6%	-$245K	2.36%	10
2023 Q2	$3.78M	Hold	33,342	–	–	2.58%	9
2023 Q1	$3.92M	Buy	33,342 +2,300	+7%	+$278K	2.42%	8
2022 Q4	$3.9M	Buy	+31,042	New	+$3.67M	3%	9

Other funds holding DVY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Granite FO LLC's DVY Position: Q2 2026 in Review

Granite FO LLC reduced its iShares Select Dividend ETF (DVY) stake by 33% in Q2 2026, selling an estimated $1.18M and leaving 15,587 shares worth $2.44M. The position accounts for 1.29% of the portfolio, ranked #12.

Granite FO LLC first reported a position in DVY in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.06M in Q3 2025. 729 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Granite FO LLC held 15,587 shares of iShares Select Dividend ETF worth $2.44M as of Q2 2026.
Granite FO LLC sold 7,650 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.18M.
iShares Select Dividend ETF made up 1.29% of Granite FO LLC's portfolio in Q2 2026, its #12 holding.
Granite FO LLC first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 15 quarters since.
Granite FO LLC's iShares Select Dividend ETF position peaked at $4.06M in Q3 2025.
729 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Granite FO LLC's 13F filing for Q2 2026, filed 15 Jul 2026.