Guardian Wealth Advisors (North Carolina)’s iShares Select Dividend ETF DVY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$1.42M	Buy	9,070 +934	+11%	+$144K	0.08%	136
2026 Q1	$1.23M	Hold	8,136	–	–	0.08%	131
2025 Q4	$1.15M	Hold	8,136	–	–	0.07%	141
2025 Q3	$1.16M	Hold	8,136	–	–	0.08%	135
2025 Q2	$1.08M	Hold	8,136	–	–	0.08%	133
2025 Q1	$1.09M	Sell	8,136 -687	-8%	-$92.1K	0.09%	121
2024 Q4	$1.16M	Buy	8,823 +61	+0.7%	+$8.31K	0.09%	118
2024 Q3	$1.18M	Sell	8,762 -1,329	-13%	-$172K	0.13%	91
2024 Q2	$1.22M	Hold	10,091	–	–	0.14%	87
2024 Q1	$1.24M	Buy	10,091 +9,891	+4,946%	+$1.16M	0.15%	85
2023 Q4	$23.4K	Buy	+200	New	+$22K	﹤0.01%	344
2022 Q1	–	Sell	-9	Closed	-$1K	–	256
2021 Q4	$1K	Buy	+9	New	+$1.07K	﹤0.01%	235

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s DVY Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its iShares Select Dividend ETF (DVY) stake by 11% in Q2 2026, buying an estimated $144K and bringing the position to 9,070 shares worth $1.42M. The position accounts for 0.08% of the portfolio, ranked #136.

Guardian Wealth Advisors (North Carolina) first reported a position in DVY in Q4 2021 and has held it in 12 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 9,070 shares of iShares Select Dividend ETF worth $1.42M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 934 iShares Select Dividend ETF shares in Q2 2026, an estimated $144K.
iShares Select Dividend ETF made up 0.08% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #136 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 12 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.