Carson Wealth (CWM LLC)
DVY icon

Carson Wealth (CWM LLC)’s iShares Select Dividend ETF DVY Stock Holding History

Carson Wealth (CWM LLC)’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 		$7.92M Sell
52,313
-1,935
-4% -$292K 0.02% 638
2025
Q4 		$7.66M Sell
54,248
-265
-0.5% -$37.4K 0.02% 617
2025
Q3 		$7.75M Buy
54,513
+2,554
+5% +$354K 0.02% 553
2025
Q2 		$6.9M Buy
51,959
+4,279
+9% +$554K 0.02% 500
2025
Q1 		$6.4M Buy
47,680
+12,908
+37% +$1.73M 0.03% 453
2024
Q4 		$4.57M Buy
34,772
+3,249
+10% +$443K 0.02% 494
2024
Q3 		$4.26M Sell
31,523
-151
-0.5% -$19.5K 0.02% 479
2024
Q2 		$3.83M Sell
31,674
-2,028
-6% -$246K 0.02% 475
2024
Q1 		$4.15M Buy
33,702
+725
+2% +$84.9K 0.02% 454
2023
Q4 		$3.87M Buy
32,977
+12,764
+63% +$1.4M 0.02% 444
2023
Q3 		$2.18M Buy
20,213
+889
+5% +$101K 0.01% 526
2023
Q2 		$2.19M Sell
19,324
-655
-3% -$74.6K 0.01% 500
2023
Q1 		$2.34M Buy
19,979
+774
+4% +$93.6K 0.02% 454
2022
Q4 		$2.32M Buy
19,205
+788
+4% +$93.2K 0.02% 429
2022
Q3 		$1.98M Buy
18,417
+2,121
+13% +$254K 0.02% 422
2022
Q2 		$1.92M Buy
16,296
+2,721
+20% +$341K 0.01% 416
2022
Q1 		$1.74M Buy
13,575
+2,049
+18% +$256K 0.01% 430
2021
Q4 		$1.41M Buy
+11,526
New +$1.37M 0.01% 513
2021
Q2 		$756K Hold
6,483
– – 0.01% 610
2021
Q1 		$756K Hold
6,483
– – 0.01% 610
2020
Q4 		$756K Hold
6,483
– – 0.01% 610
2020
Q3 		$756K Hold
6,483
– – 0.01% 610
2020
Q2 		$756K Hold
6,483
– – 0.01% 610
2020
Q1 		$756K Hold
6,483
– – 0.01% 610
2019
Q4 		$756K Hold
6,483
– – 0.01% 610
2019
Q3 		$756K Hold
6,483
– – 0.01% 610
2019
Q2 		$756K Hold
6,483
– – 0.01% 610
2019
Q1 		$756K Buy
6,483
+3,319
+105% +$318K 0.01% 610
2018
Q4 		$283K Buy
3,164
+916
+41% +$87.7K 0.01% 532
2018
Q3 		$224K Sell
2,248
-840
-27% -$84.2K 0.01% 500
2018
Q2 		$302K Buy
3,088
+950
+44% +$92.2K 0.01% 372
2018
Q1 		$203K Buy
2,138
+1,481
+225% +$145K 0.01% 358
2017
Q4 		$65K Buy
657
+317
+93% +$30.5K ﹤0.01% 486
2017
Q3 		$32K Hold
340
– – ﹤0.01% 611
2017
Q2 		$31K Hold
340
– – ﹤0.01% 564
2017
Q1 		$31K Sell
340
-2,110
-86% -$191K ﹤0.01% 534
2016
Q4 		$217K Hold
2,450
– – 0.01% 263
2016
Q3 		$210K Hold
2,450
– – 0.01% 258
2016
Q2 		$209K Buy
2,450
+803
+49% +$66.2K 0.02% 239
2016
Q1 		$135K Buy
1,647
+567
+53% +$43.3K 0.01% 253
2015
Q4 		$81K Buy
1,080
+54
+5% +$4.11K 0.01% 277
2015
Q3 		$75K Buy
+1,026
New +$76.7K 0.01% 257

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DVY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its iShares Select Dividend ETF (DVY) stake by 3.6% in Q1 2026, selling an estimated $292K and leaving 52,313 shares worth $7.92M. The position accounts for 0.02% of the portfolio, ranked #638.

Carson Wealth (CWM LLC) first reported a position in DVY in Q3 2015 and has held it in 42 quarters since. 1,420 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 52,313 shares of iShares Select Dividend ETF worth $7.92M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,935 iShares Select Dividend ETF shares in Q1 2026, an estimated $292K.
  • iShares Select Dividend ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #638 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Select Dividend ETF in Q3 2015 and has held it in 42 quarters since.
  • 1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.