CDKV Holdings’s iShares Select Dividend ETF DVY Stock Holding History

CDKV Holdings’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	$1.64M	Sell	10,485 -10	-0.1%	-$1.54K	1.28%	17
2026 Q1	$1.59M	Buy	10,495 +835	+9%	+$126K	1.4%	17
2025 Q4	$1.36M	Buy	+9,660	New	+$1.36M	1.14%	18

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

CDKV Holdings's DVY Position: Q2 2026 in Review

CDKV Holdings reduced its iShares Select Dividend ETF (DVY) stake by 0.1% in Q2 2026, selling an estimated $1.54K and leaving 10,485 shares worth $1.64M. The position accounts for 1.28% of the portfolio, ranked #17.

CDKV Holdings first reported a position in DVY in Q4 2025 and has held it in 3 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

CDKV Holdings held 10,485 shares of iShares Select Dividend ETF worth $1.64M as of Q2 2026.
CDKV Holdings sold 10 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.54K.
iShares Select Dividend ETF made up 1.28% of CDKV Holdings's portfolio in Q2 2026, its #17 holding.
CDKV Holdings first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on CDKV Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.