Carderock Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

Carderock Capital Management’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	–	Sell	-1,600	Closed	-$242K	–	71
2026 Q1	$242K	Hold	1,600	–	–	0.06%	67
2025 Q4	$226K	Hold	1,600	–	–	0.05%	64
2025 Q3	$227K	Hold	1,600	–	–	0.06%	69
2025 Q2	$212K	Hold	1,600	–	–	0.05%	71
2025 Q1	$215K	Sell	1,600 -166	-9%	-$22.3K	0.06%	69
2024 Q4	$232K	Hold	1,766	–	–	0.06%	68
2024 Q3	$239K	Hold	1,766	–	–	0.06%	67
2024 Q2	$214K	Hold	1,766	–	–	0.06%	67
2024 Q1	$218K	Hold	1,766	–	–	0.06%	63
2023 Q4	$207K	Buy	+1,766	New	+$194K	0.06%	61

Other funds holding DVY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

NCM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Carderock Capital Management's DVY Position: Q2 2026 in Review

Carderock Capital Management sold out of iShares Select Dividend ETF (DVY) in Q2 2026, closing a stake of 1,600 shares — an estimated $242K sold.

Carderock Capital Management first reported a position in DVY in Q4 2023 and held it in 10 quarters. The position peaked at $242K in Q1 2026. 729 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Carderock Capital Management reported no remaining iShares Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
Carderock Capital Management sold 1,600 iShares Select Dividend ETF shares in Q2 2026, an estimated $242K.
Carderock Capital Management first reported a position in iShares Select Dividend ETF in Q4 2023 and held it in 10 quarters.
Carderock Capital Management's iShares Select Dividend ETF position peaked at $242K in Q1 2026.
729 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Carderock Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.