Cary Street Partners’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.02M Sell
12,929
-1,433
-10% -$221K 0.04% 361
2026
Q1
$2.17M Buy
14,362
+674
+5% +$102K 0.05% 314
2025
Q4
$1.93M Buy
13,688
+834
+6% +$118K 0.05% 333
2025
Q3
$1.83M Buy
12,854
+1,150
+10% +$159K 0.05% 333
2025
Q2
$1.55M Buy
11,704
+589
+5% +$76.3K 0.04% 348
2025
Q1
$1.49M Buy
11,115
+108
+1% +$14.5K 0.05% 324
2024
Q4
$1.45M Buy
+11,007
New +$1.5M 0.05% 328

Other funds holding DVY

Cary Street Partners's DVY Position: Q2 2026 in Review

Cary Street Partners reduced its iShares Select Dividend ETF (DVY) stake by 10% in Q2 2026, selling an estimated $221K and leaving 12,929 shares worth $2.02M. The position accounts for 0.04% of the portfolio, ranked #361.

Cary Street Partners first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.17M in Q1 2026. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Cary Street Partners held 12,929 shares of iShares Select Dividend ETF worth $2.02M as of Q2 2026.
  • Cary Street Partners sold 1,433 iShares Select Dividend ETF shares in Q2 2026, an estimated $221K.
  • iShares Select Dividend ETF made up 0.04% of Cary Street Partners's portfolio in Q2 2026, its #361 holding.
  • Cary Street Partners first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's iShares Select Dividend ETF position peaked at $2.17M in Q1 2026.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.