Capital Advisory Group Advisory Services’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Capital Advisory Group Advisory Services's DVY Position: Q1 2026 in Review
Capital Advisory Group Advisory Services reduced its iShares Select Dividend ETF (DVY) stake by 94% in Q1 2026, selling an estimated $3.09M and leaving 1,375 shares worth $208K. The position accounts for 9.25% of the portfolio, ranked #6.
Capital Advisory Group Advisory Services first reported a position in DVY in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.16M in Q4 2022. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.
- Capital Advisory Group Advisory Services held 1,375 shares of iShares Select Dividend ETF worth $208K as of Q1 2026.
- Capital Advisory Group Advisory Services sold 20,462 iShares Select Dividend ETF shares in Q1 2026, an estimated $3.09M.
- iShares Select Dividend ETF made up 9.25% of Capital Advisory Group Advisory Services's portfolio in Q1 2026, its #6 holding.
- Capital Advisory Group Advisory Services first reported a position in iShares Select Dividend ETF in Q1 2018 and has held it in 33 quarters since.
- Capital Advisory Group Advisory Services's iShares Select Dividend ETF position peaked at $3.16M in Q4 2022.
- 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.
Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.