Cedar Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Cedar Wealth Management’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	$250K	Sell	1,600 -240	-13%	-$36.9K	0.06%	79
2026 Q1	$279K	Hold	1,840	–	–	0.08%	72
2025 Q4	$260K	Hold	1,840	–	–	0.08%	73
2025 Q3	$261K	Sell	1,840 -104	-5%	-$14.4K	0.08%	74
2025 Q2	$258K	Hold	1,944	–	–	0.09%	68
2025 Q1	$261K	Hold	1,944	–	–	0.09%	71
2024 Q4	$255K	Hold	1,944	–	–	0.09%	68
2024 Q3	$263K	Hold	1,944	–	–	0.08%	91
2024 Q2	$235K	Hold	1,944	–	–	0.08%	97
2024 Q1	$239K	Hold	1,944	–	–	0.08%	102
2023 Q4	$228K	Hold	1,944	–	–	0.08%	102
2023 Q3	$209K	Hold	1,944	–	–	0.08%	103
2023 Q2	$220K	Hold	1,944	–	–	0.09%	99
2023 Q1	$228K	Sell	1,944 -257	-12%	-$31.1K	0.09%	92
2022 Q4	$265K	Hold	2,201	–	–	0.13%	80
2022 Q3	$236K	Hold	2,201	–	–	0.12%	93
2022 Q2	$259K	Hold	2,201	–	–	0.12%	93
2022 Q1	$282K	Hold	2,201	–	–	0.11%	103
2021 Q4	$270K	Buy	2,201 +104	+5%	+$12.4K	0.11%	107
2021 Q3	$241K	Buy	2,097 +25	+1%	+$2.92K	0.11%	99
2021 Q2	$242K	Hold	2,072	–	–	0.11%	99
2021 Q1	$236K	Hold	2,072	–	–	0.12%	94
2020 Q4	$199K	Buy	2,072 +14	+0.7%	+$1.27K	0.11%	91
2020 Q3	$168K	Hold	2,058	–	–	0.1%	92
2020 Q2	$166K	Hold	2,058	–	–	0.11%	87
2020 Q1	$151K	Buy	2,058 +92	+5%	+$8.79K	0.1%	92
2019 Q4	$208K	Hold	1,966	–	–	0.12%	62
2019 Q3	$200K	Buy	1,966 +126	+7%	+$12.6K	0.13%	65
2019 Q2	$183K	Hold	1,840	–	–	0.12%	69
2019 Q1	$181K	Hold	1,840	–	–	0.11%	59
2018 Q4	$164K	Hold	1,840	–	–	0.12%	57
2018 Q3	$184K	Hold	1,840	–	–	0.1%	59
2018 Q2	$180K	Buy	+1,840	New	+$179K	0.1%	54

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

Cedar Wealth Management's DVY Position: Q2 2026 in Review

Cedar Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 13% in Q2 2026, selling an estimated $36.9K and leaving 1,600 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #79.

Cedar Wealth Management first reported a position in DVY in Q2 2018 and has held it in 33 quarters since. The position peaked at $282K in Q1 2022. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Cedar Wealth Management held 1,600 shares of iShares Select Dividend ETF worth $250K as of Q2 2026.
Cedar Wealth Management sold 240 iShares Select Dividend ETF shares in Q2 2026, an estimated $36.9K.
iShares Select Dividend ETF made up 0.06% of Cedar Wealth Management's portfolio in Q2 2026, its #79 holding.
Cedar Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2018 and has held it in 33 quarters since.
Cedar Wealth Management's iShares Select Dividend ETF position peaked at $282K in Q1 2022.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Cedar Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.