C.M. Bidwell & Associates’s iShares Select Dividend ETF DVY Stock Holding History

C.M. Bidwell & Associates’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	$21.9K	Hold	140	–	–	0.01%	264
2026 Q1	$21.2K	Hold	140	–	–	0.01%	257
2025 Q4	$19.8K	Hold	140	–	–	0.01%	258
2025 Q3	$19.9K	Hold	140	–	–	0.01%	253
2025 Q2	$18.6K	Hold	140	–	–	0.01%	254
2025 Q1	$18.8K	Hold	140	–	–	0.01%	250
2024 Q4	$18.4K	Hold	140	–	–	0.01%	260
2024 Q3	$18.9K	Hold	140	–	–	0.01%	257
2024 Q2	$16.9K	Hold	140	–	–	0.01%	265
2024 Q1	$17.2K	Hold	140	–	–	0.01%	266
2023 Q4	$16.4K	Hold	140	–	–	0.01%	273
2023 Q3	$15.1K	Hold	140	–	–	0.01%	343
2023 Q2	$15.9K	Hold	140	–	–	0.01%	353
2023 Q1	$16.4K	Hold	140	–	–	0.01%	351
2022 Q4	$16.9K	Hold	140	–	–	0.01%	342
2022 Q3	$15K	Hold	140	–	–	0.01%	333
2022 Q2	$16K	Hold	140	–	–	0.01%	332
2022 Q1	$18K	Hold	140	–	–	0.01%	338
2021 Q4	$17K	Hold	140	–	–	0.01%	356
2021 Q3	$16K	Buy	+140	New	+$16.4K	0.01%	363

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

C.M. Bidwell & Associates's DVY Position: Q2 2026 in Review

C.M. Bidwell & Associates held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 140 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #264.

C.M. Bidwell & Associates first reported a position in DVY in Q3 2021 and has held it in 20 quarters since. 1,420 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

C.M. Bidwell & Associates held 140 shares of iShares Select Dividend ETF worth $21.9K as of Q2 2026.
C.M. Bidwell & Associates left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.01% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #264 holding.
C.M. Bidwell & Associates first reported a position in iShares Select Dividend ETF in Q3 2021 and has held it in 20 quarters since.
1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.