Cambridge Financial Group (Arizona)’s iShares Select Dividend ETF DVY Stock Holding History

Cambridge Financial Group (Arizona)’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	$449K	Sell	2,874 -826	-22%	-$127K	0.14%	105
2026 Q1	$560K	Hold	3,700	–	–	0.19%	92
2025 Q4	$525K	Buy	3,700 +1,341	+57%	+$189K	0.18%	93
2025 Q3	$335K	Buy	+2,359	New	+$327K	0.11%	133

Other funds holding DVY

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s DVY Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) reduced its iShares Select Dividend ETF (DVY) stake by 22% in Q2 2026, selling an estimated $127K and leaving 2,874 shares worth $449K. The position accounts for 0.14% of the portfolio, ranked #105.

Cambridge Financial Group (Arizona) first reported a position in DVY in Q3 2025 and has held it in 4 quarters since. The position peaked at $560K in Q1 2026. 497 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Cambridge Financial Group (Arizona) held 2,874 shares of iShares Select Dividend ETF worth $449K as of Q2 2026.
Cambridge Financial Group (Arizona) sold 826 iShares Select Dividend ETF shares in Q2 2026, an estimated $127K.
iShares Select Dividend ETF made up 0.14% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #105 holding.
Cambridge Financial Group (Arizona) first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 4 quarters since.
Cambridge Financial Group (Arizona)'s iShares Select Dividend ETF position peaked at $560K in Q1 2026.
497 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.