GGA
DVY icon

Granite Group Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Granite Group Advisors’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 		– Sell
-1,358
Closed -$206K – 85
2026
Q1 		$206K Buy
+1,358
New +$205K 0.12% 84

Other funds holding DVY

Truist Financial
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MP
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Granite Group Advisors's DVY Position: Q2 2026 in Review

Granite Group Advisors sold out of iShares Select Dividend ETF (DVY) in Q2 2026, closing a stake of 1,358 shares — an estimated $206K sold.

Granite Group Advisors first reported a position in DVY in Q1 2026 and held it in 1 quarter. The position peaked at $206K in Q1 2026. 729 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Granite Group Advisors reported no remaining iShares Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Granite Group Advisors sold 1,358 iShares Select Dividend ETF shares in Q2 2026, an estimated $206K.
  • Granite Group Advisors first reported a position in iShares Select Dividend ETF in Q1 2026 and held it in 1 quarter.
  • Granite Group Advisors's iShares Select Dividend ETF position peaked at $206K in Q1 2026.
  • 729 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Granite Group Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.