Guardian Partners’s iShares Select Dividend ETF DVY Stock Holding History

Guardian Partners’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	$75K	Buy	+480	New	+$73.9K	0.01%	256

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

HWM

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Guardian Partners's DVY Position: Q2 2026 in Review

Guardian Partners opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 480 shares worth $75K. The stake represents 0.01% of the portfolio and ranks #256 among its holdings.

656 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Guardian Partners held 480 shares of iShares Select Dividend ETF worth $75K as of Q2 2026.
iShares Select Dividend ETF was a new Guardian Partners position in Q2 2026.
iShares Select Dividend ETF made up 0.01% of Guardian Partners's portfolio in Q2 2026, its #256 holding.
656 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.