Caldwell Sutter Capital’s iShares Select Dividend ETF DVY Stock Holding History

Caldwell Sutter Capital’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	$115K	Buy	736 +7	+1%	+$1.08K	0.04%	286
2026 Q1	$110K	Sell	729 -47	-6%	-$7.1K	0.04%	277
2025 Q4	$110K	Buy	776 +20	+3%	+$2.83K	0.05%	276
2025 Q3	$107K	Hold	756	–	–	0.05%	278
2025 Q2	$100K	Hold	756	–	–	0.05%	278
2025 Q1	$102K	Hold	756	–	–	0.05%	272
2024 Q4	$99.3K	Hold	756	–	–	0.05%	277
2024 Q3	$102K	Hold	756	–	–	0.05%	279
2024 Q2	$91.5K	Buy	756 +20	+3%	+$2.43K	0.05%	279
2024 Q1	$90.7K	Buy	736 +50	+7%	+$5.86K	0.04%	285
2023 Q4	$80.4K	Buy	686 +386	+129%	+$42.5K	0.04%	294
2023 Q3	$32.3K	Hold	300	–	–	0.02%	376
2023 Q2	$34K	Buy	+300	New	+$34.2K	0.02%	371

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

Caldwell Sutter Capital's DVY Position: Q2 2026 in Review

Caldwell Sutter Capital increased its iShares Select Dividend ETF (DVY) stake by 0.96% in Q2 2026, buying an estimated $1.08K and bringing the position to 736 shares worth $115K. The position accounts for 0.04% of the portfolio, ranked #286.

Caldwell Sutter Capital first reported a position in DVY in Q2 2023 and has held it in 13 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Caldwell Sutter Capital held 736 shares of iShares Select Dividend ETF worth $115K as of Q2 2026.
Caldwell Sutter Capital bought 7 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.08K.
iShares Select Dividend ETF made up 0.04% of Caldwell Sutter Capital's portfolio in Q2 2026, its #286 holding.
Caldwell Sutter Capital first reported a position in iShares Select Dividend ETF in Q2 2023 and has held it in 13 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.