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 Q2	$2.29M	Hold	14,670	–	–	0.2%	77
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 $1.55T 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

Cascade Financial Partners's DVY Position: Q2 2026 in Review

Cascade Financial Partners held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 14,670 shares worth $2.29M. The position accounts for 0.2% of the portfolio, ranked #77.

Cascade Financial Partners first reported a position in DVY in Q1 2024 and has held it in 10 quarters since. 1,425 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Cascade Financial Partners held 14,670 shares of iShares Select Dividend ETF worth $2.29M as of Q2 2026.
Cascade Financial Partners left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.2% of Cascade Financial Partners's portfolio in Q2 2026, its #77 holding.
Cascade Financial Partners first reported a position in iShares Select Dividend ETF in Q1 2024 and has held it in 10 quarters since.
1,425 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.