Cairn Investment Group’s iShares Select Dividend ETF DVY Stock Holding History

Cairn Investment Group’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	$264K	Hold	1,742	–	–	0.13%	58
2025 Q4	$246K	Hold	1,742	–	–	0.12%	62
2025 Q3	$248K	Hold	1,742	–	–	0.11%	66
2025 Q2	$231K	Hold	1,742	–	–	0.12%	64
2025 Q1	$234K	Hold	1,742	–	–	0.13%	62
2024 Q4	$229K	Hold	1,742	–	–	0.13%	63
2024 Q3	$235K	Hold	1,742	–	–	0.13%	61
2024 Q2	$211K	Hold	1,742	–	–	0.12%	63
2024 Q1	$215K	Hold	1,742	–	–	0.12%	64
2023 Q4	$204K	Buy	+1,742	New	+$192K	0.13%	63
2023 Q2	–	Sell	-1,742	Closed	-$204K	–	66
2023 Q1	$204K	Hold	1,742	–	–	0.14%	64
2022 Q4	$210K	Buy	+1,742	New	+$206K	0.16%	70
2022 Q3	–	Sell	-1,742	Closed	-$205K	–	74
2022 Q2	$205K	Hold	1,742	–	–	0.16%	75
2022 Q1	$223K	Buy	+1,742	New	+$218K	0.14%	71

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

Cairn Investment Group's DVY Position: Q1 2026 in Review

Cairn Investment Group held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 1,742 shares worth $264K. The position accounts for 0.13% of the portfolio, ranked #58.

Cairn Investment Group first reported a position in DVY in Q1 2022 and has held it in 14 quarters since. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Cairn Investment Group held 1,742 shares of iShares Select Dividend ETF worth $264K as of Q1 2026.
Cairn Investment Group left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.13% of Cairn Investment Group's portfolio in Q1 2026, its #58 holding.
Cairn Investment Group first reported a position in iShares Select Dividend ETF in Q1 2022 and has held it in 14 quarters since.
1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Cairn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.