Carson Advisory’s iShares Select Dividend ETF DVY Stock Holding History

Carson Advisory’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	$290K	Hold	1,853	–	–	0.13%	154
2026 Q1	$281K	Sell	1,853 -17	-0.9%	-$2.57K	0.15%	144
2025 Q4	$264K	Sell	1,870 -139	-7%	-$19.6K	0.14%	147
2025 Q3	$285K	Hold	2,009	–	–	0.15%	131
2025 Q2	$267K	Sell	2,009 -150	-7%	-$19.4K	0.17%	131
2025 Q1	$290K	Buy	2,159 +460	+27%	+$61.7K	0.2%	119
2024 Q4	$223K	Sell	1,699 -32	-2%	-$4.36K	0.16%	144
2024 Q3	$234K	Buy	1,731 +52	+3%	+$6.72K	0.15%	156
2024 Q2	$203K	Hold	1,679	–	–	0.14%	155
2024 Q1	$207K	Buy	+1,679	New	+$197K	0.15%	159
2023 Q4	–	Sell	-2,001	Closed	-$215K	–	161
2023 Q3	$215K	Hold	2,001	–	–	0.19%	138
2023 Q2	$227K	Sell	2,001 -20	-1%	-$2.28K	0.19%	134
2023 Q1	$237K	Sell	2,021 -25	-1%	-$3.02K	0.21%	121
2022 Q4	$247K	Hold	2,046	–	–	0.24%	106
2022 Q3	$219K	Hold	2,046	–	–	0.24%	104
2022 Q2	$241K	Buy	2,046 +322	+19%	+$40.3K	0.27%	98
2022 Q1	$221K	Hold	1,724	–	–	0.22%	119
2021 Q4	$211K	Buy	+1,724	New	+$205K	0.21%	125

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

Carson Advisory's DVY Position: Q2 2026 in Review

Carson Advisory held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,853 shares worth $290K. The position accounts for 0.13% of the portfolio, ranked #154.

Carson Advisory first reported a position in DVY in Q4 2021 and has held it in 18 quarters since. The position peaked at $290K in Q1 2025. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Carson Advisory held 1,853 shares of iShares Select Dividend ETF worth $290K as of Q2 2026.
Carson Advisory left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.13% of Carson Advisory's portfolio in Q2 2026, its #154 holding.
Carson Advisory first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 18 quarters since.
Carson Advisory's iShares Select Dividend ETF position peaked at $290K in Q1 2025.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.