Iron Gate Global Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Iron Gate Global 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	$236K	Hold	1,511	–	–	0.02%	100
2026 Q1	$229K	Hold	1,511	–	–	0.02%	95
2025 Q4	$213K	Hold	1,511	–	–	0.02%	94
2025 Q3	$215K	Hold	1,511	–	–	0.02%	98
2025 Q2	$201K	Hold	1,511	–	–	0.02%	83
2025 Q1	$203K	Buy	+1,511	New	+$203K	0.03%	86
2024 Q4	–	Sell	-1,511	Closed	-$204K	–	92
2024 Q3	$204K	Buy	+1,511	New	+$195K	0.03%	86
2022 Q2	–	Sell	-1,611	Closed	-$206K	–	96
2022 Q1	$206K	Buy	1,611 +1	+0.1%	+$125	0.05%	98
2021 Q4	$201K	Buy	+1,610	New	+$192K	0.05%	114
2018 Q4	–	Sell	-794	Closed	-$80K	–	121
2018 Q3	$80K	Buy	+794	New	+$79.6K	0.05%	102

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

Iron Gate Global Advisors's DVY Position: Q2 2026 in Review

Iron Gate Global Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,511 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #100.

Iron Gate Global Advisors first reported a position in DVY in Q3 2018 and has held it in 10 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Iron Gate Global Advisors held 1,511 shares of iShares Select Dividend ETF worth $236K as of Q2 2026.
Iron Gate Global Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.02% of Iron Gate Global Advisors's portfolio in Q2 2026, its #100 holding.
Iron Gate Global Advisors first reported a position in iShares Select Dividend ETF in Q3 2018 and has held it in 10 quarters since.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Iron Gate Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.