Carbahal Olsen Financial Services Group’s iShares Select Dividend ETF DVY Stock Holding History

Carbahal Olsen Financial Services 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 Q2	$2.07M	Buy	13,271 +141	+1%	+$21.7K	1.44%	10
2026 Q1	$1.99M	Sell	13,130 -171	-1%	-$25.8K	1.59%	10
2025 Q4	$1.88M	Sell	13,301 -250	-2%	-$35.3K	1.44%	10
2025 Q3	$1.93M	Sell	13,551 -164	-1%	-$22.7K	1.55%	10
2025 Q2	$1.82M	Sell	13,715 -124	-0.9%	-$16.1K	1.55%	10
2025 Q1	$1.86M	Buy	13,839 +22	+0.2%	+$2.95K	1.76%	10
2024 Q4	$1.81M	Buy	+13,817	New	+$1.88M	1.67%	10

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

Carbahal Olsen Financial Services Group's DVY Position: Q2 2026 in Review

Carbahal Olsen Financial Services Group increased its iShares Select Dividend ETF (DVY) stake by 1.1% in Q2 2026, buying an estimated $21.7K and bringing the position to 13,271 shares worth $2.07M. The position accounts for 1.44% of the portfolio, ranked #10.

Carbahal Olsen Financial Services Group first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. 1,413 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Carbahal Olsen Financial Services Group held 13,271 shares of iShares Select Dividend ETF worth $2.07M as of Q2 2026.
Carbahal Olsen Financial Services Group bought 141 iShares Select Dividend ETF shares in Q2 2026, an estimated $21.7K.
iShares Select Dividend ETF made up 1.44% of Carbahal Olsen Financial Services Group's portfolio in Q2 2026, its #10 holding.
Carbahal Olsen Financial Services Group first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
1,413 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.