Cascade Financial Partners’s iShares Select Dividend ETF DVY Stock Holding History

Cascade Financial Partners’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	$2.22M	Sell	14,670 -513	-3%	-$77.5K	0.23%	75
2025 Q4	$2.14M	Sell	15,183 -700	-4%	-$98.9K	0.22%	77
2025 Q3	$2.26M	Hold	15,883	–	–	0.26%	75
2025 Q2	$2.11M	Hold	15,883	–	–	0.25%	75
2025 Q1	$2.13M	Buy	15,883 +233	+1%	+$31.2K	0.27%	69
2024 Q4	$2.05M	Hold	15,650	–	–	0.27%	65
2024 Q3	$2.12M	Buy	15,650 +400	+3%	+$51.7K	0.27%	61
2024 Q2	$1.84M	Sell	15,250 -1,549	-9%	-$188K	0.24%	66
2024 Q1	$1.97M	Buy	+16,799	New	+$1.97M	0.28%	58

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

Cascade Financial Partners's DVY Position: Q1 2026 in Review

Cascade Financial Partners reduced its iShares Select Dividend ETF (DVY) stake by 3.4% in Q1 2026, selling an estimated $77.5K and leaving 14,670 shares worth $2.22M. The position accounts for 0.23% of the portfolio, ranked #75.

Cascade Financial Partners first reported a position in DVY in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.26M in Q3 2025. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Cascade Financial Partners held 14,670 shares of iShares Select Dividend ETF worth $2.22M as of Q1 2026.
Cascade Financial Partners sold 513 iShares Select Dividend ETF shares in Q1 2026, an estimated $77.5K.
iShares Select Dividend ETF made up 0.23% of Cascade Financial Partners's portfolio in Q1 2026, its #75 holding.
Cascade Financial Partners first reported a position in iShares Select Dividend ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's iShares Select Dividend ETF position peaked at $2.26M in Q3 2025.
1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.