Guidance Point Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Guidance Point 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 Q1	$3.67M	Buy	24,199 +234	+1%	+$35.3K	0.87%	24
2025 Q4	$3.39M	Buy	23,965 +222	+0.9%	+$31.4K	0.79%	25
2025 Q3	$3.38M	Sell	23,743 -1,299	-5%	-$180K	0.81%	24
2025 Q2	$3.33M	Buy	25,042 +171	+0.7%	+$22.1K	0.85%	24
2025 Q1	$3.34M	Sell	24,871 -570	-2%	-$76.4K	0.95%	23
2024 Q4	$3.34M	Buy	25,441 +111	+0.4%	+$15.1K	0.94%	23
2024 Q3	$3.42M	Buy	25,330 +259	+1%	+$33.5K	1%	22
2024 Q2	$3.04M	Buy	25,071 +46	+0.2%	+$5.58K	0.95%	23
2024 Q1	$3.09M	Sell	25,025 -326	-1%	-$38.2K	1.01%	22
2023 Q4	$2.98M	Buy	25,351 +39	+0.2%	+$4.29K	1.1%	22
2023 Q3	$2.72M	Sell	25,312 -301	-1%	-$34.2K	1.11%	25
2023 Q2	$2.9M	Buy	25,613 +268	+1%	+$30.5K	1.11%	21
2023 Q1	$2.97M	Buy	25,345 +327	+1%	+$39.6K	1.2%	23
2022 Q4	$3.02M	Sell	25,018 -873	-3%	-$103K	1.28%	23
2022 Q3	$2.77M	Sell	25,891 -11	-0%	-$1.32K	1.27%	24
2022 Q2	$3.05M	Buy	25,902 +241	+0.9%	+$30.2K	1.31%	17
2022 Q1	$3.29M	Buy	25,661 +377	+1%	+$47.1K	1.25%	19
2021 Q4	$3.1M	Sell	25,284 -697	-3%	-$83.1K	1.12%	19
2021 Q3	$2.98M	Sell	25,981 -154	-0.6%	-$18K	1.09%	18
2021 Q2	$3.05M	Sell	26,135 -241	-0.9%	-$28.7K	1.18%	17
2021 Q1	$3.01M	Sell	26,376 -83	-0.3%	-$8.77K	1.25%	17
2020 Q4	$2.54M	Sell	26,459 -513	-2%	-$46.6K	1.17%	19
2020 Q3	$2.2M	Sell	26,972 -2,847	-10%	-$237K	1.21%	21
2020 Q2	$2.41M	Sell	29,819 -7,121	-19%	-$569K	1.34%	19
2020 Q1	$2.72M	Sell	36,940 -6,276	-15%	-$600K	1.77%	16
2019 Q4	$4.57M	Sell	43,216 -594	-1%	-$61.2K	2.23%	11
2019 Q3	$4.47M	Sell	43,810 -207	-0.5%	-$20.6K	2.45%	11
2019 Q2	$4.38M	Buy	44,017 +322	+0.7%	+$31.8K	2.48%	10
2019 Q1	$4.29M	Sell	43,695 -1,289	-3%	-$123K	2.53%	11
2018 Q4	$4.02M	Buy	+44,984	New	+$4.31M	2.61%	10

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

Guidance Point Advisors's DVY Position: Q1 2026 in Review

Guidance Point Advisors increased its iShares Select Dividend ETF (DVY) stake by 0.98% in Q1 2026, buying an estimated $35.3K and bringing the position to 24,199 shares worth $3.67M. The position accounts for 0.87% of the portfolio, ranked #24.

Guidance Point Advisors first reported a position in DVY in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.57M in Q4 2019. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Guidance Point Advisors held 24,199 shares of iShares Select Dividend ETF worth $3.67M as of Q1 2026.
Guidance Point Advisors bought 234 iShares Select Dividend ETF shares in Q1 2026, an estimated $35.3K.
iShares Select Dividend ETF made up 0.87% of Guidance Point Advisors's portfolio in Q1 2026, its #24 holding.
Guidance Point Advisors first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 30 quarters since.
Guidance Point Advisors's iShares Select Dividend ETF position peaked at $4.57M in Q4 2019.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Guidance Point Advisors's 13F filing for Q1 2026, filed 12 May 2026.