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 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 $1.37T 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

Carson Advisory's DVY Position: Q1 2026 in Review

Carson Advisory reduced its iShares Select Dividend ETF (DVY) stake by 0.91% in Q1 2026, selling an estimated $2.57K and leaving 1,853 shares worth $281K. The position accounts for 0.15% of the portfolio, ranked #144.

Carson Advisory first reported a position in DVY in Q4 2021 and has held it in 17 quarters since. The position peaked at $290K in Q1 2025. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Carson Advisory held 1,853 shares of iShares Select Dividend ETF worth $281K as of Q1 2026.
Carson Advisory sold 17 iShares Select Dividend ETF shares in Q1 2026, an estimated $2.57K.
iShares Select Dividend ETF made up 0.15% of Carson Advisory's portfolio in Q1 2026, its #144 holding.
Carson Advisory first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 17 quarters since.
Carson Advisory's iShares Select Dividend ETF position peaked at $290K in Q1 2025.
1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.