GWN Securities’s iShares Select Dividend ETF DVY Stock Holding History

GWN Securities’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	$294K	Sell	1,882 -36	-2%	-$5.54K	0.05%	411
2026 Q1	$290K	Sell	1,918 -40	-2%	-$6.04K	0.06%	374
2025 Q4	$276K	Buy	1,958 +252	+15%	+$35.6K	0.06%	355
2025 Q3	$242K	Sell	1,706 -610	-26%	-$84.5K	0.06%	324
2025 Q2	$308K	Sell	2,316 -2,759	-54%	-$357K	0.06%	299
2025 Q1	$681K	Buy	5,075 +2,836	+127%	+$380K	0.04%	373
2024 Q4	$294K	Buy	+2,239	New	+$305K	0.08%	246

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

GWN Securities's DVY Position: Q2 2026 in Review

GWN Securities reduced its iShares Select Dividend ETF (DVY) stake by 1.9% in Q2 2026, selling an estimated $5.54K and leaving 1,882 shares worth $294K. The position accounts for 0.05% of the portfolio, ranked #411.

GWN Securities first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $681K in Q1 2025. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

GWN Securities held 1,882 shares of iShares Select Dividend ETF worth $294K as of Q2 2026.
GWN Securities sold 36 iShares Select Dividend ETF shares in Q2 2026, an estimated $5.54K.
iShares Select Dividend ETF made up 0.05% of GWN Securities's portfolio in Q2 2026, its #411 holding.
GWN Securities first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
GWN Securities's iShares Select Dividend ETF position peaked at $681K in Q1 2025.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.