Cardiff Park Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Cardiff Park Advisors’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 Q1	$404K	Hold	2,671	–	–	0.03%	204
2025 Q4	$377K	Hold	2,671	–	–	0.03%	197
2025 Q3	$379K	Hold	2,671	–	–	0.03%	211
2025 Q2	$355K	Hold	2,671	–	–	0.03%	207
2025 Q1	$359K	Hold	2,671	–	–	0.03%	193
2024 Q4	$351K	Hold	2,671	–	–	0.03%	196
2024 Q3	$361K	Hold	2,671	–	–	0.03%	185
2024 Q2	$323K	Buy	2,671 +20	+0.8%	+$2.43K	0.03%	189
2024 Q1	$327K	Sell	2,651 -311	-10%	-$36.4K	0.03%	195
2023 Q4	$347K	Buy	2,962 +58	+2%	+$6.38K	0.04%	174
2023 Q3	$313K	Hold	2,904	–	–	0.04%	175
2023 Q2	$329K	Buy	2,904 +17	+0.6%	+$1.94K	0.04%	179
2023 Q1	$338K	Buy	2,887 +21	+0.7%	+$2.54K	0.04%	173
2022 Q4	$346K	Buy	2,866 +49	+2%	+$5.8K	0.05%	180
2022 Q3	$302K	Hold	2,817	–	–	0.05%	186
2022 Q2	$331K	Buy	2,817 +17	+0.6%	+$2.13K	0.05%	182
2022 Q1	$359K	Buy	2,800 +2,302	+462%	+$288K	0.05%	176
2021 Q4	$61K	Buy	+498	New	+$59.4K	0.01%	274

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cardiff Park Advisors's DVY Position: Q1 2026 in Review

Cardiff Park Advisors held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 2,671 shares worth $404K. The position accounts for 0.03% of the portfolio, ranked #204.

Cardiff Park Advisors first reported a position in DVY in Q4 2021 and has held it in 18 quarters since. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Cardiff Park Advisors held 2,671 shares of iShares Select Dividend ETF worth $404K as of Q1 2026.
Cardiff Park Advisors left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.03% of Cardiff Park Advisors's portfolio in Q1 2026, its #204 holding.
Cardiff Park Advisors first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 18 quarters since.
1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.