Cerity 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 | $21.5M | Buy |
137,299
+5,111
| +4% | +$787K | 0.03% | 460 |
|
|
2026
Q1 | $20M | Buy |
132,188
+3,742
| +3% | +$565K | 0.03% | 447 |
|
|
2025
Q4 | $18.1M | Sell |
128,446
-2,682
| -2% | -$379K | 0.03% | 440 |
|
|
2025
Q3 | $18.6M | Sell |
131,128
-1,312
| -1% | -$182K | 0.03% | 398 |
|
|
2025
Q2 | $17.6M | Sell |
132,440
-4,999
| -4% | -$647K | 0.03% | 386 |
|
|
2025
Q1 | $18.5M | Sell |
137,439
-11,242
| -8% | -$1.51M | 0.04% | 357 |
|
|
2024
Q4 | $19.5M | Buy |
148,681
+1,309
| +0.9% | +$178K | 0.04% | 317 |
|
|
2024
Q3 | $19.9M | Buy |
147,372
+10,827
| +8% | +$1.4M | 0.04% | 318 |
|
|
2024
Q2 | $16.5M | Sell |
136,545
-1,778
| -1% | -$216K | 0.04% | 306 |
|
|
2024
Q1 | $17M | Sell |
138,323
-13,693
| -9% | -$1.6M | 0.05% | 328 |
|
|
2023
Q4 | $17.8M | Buy |
152,016
+28,974
| +24% | +$3.19M | 0.06% | 267 |
|
|
2023
Q3 | $13.3M | Sell |
123,042
-2,082
| -2% | -$237K | 0.06% | 250 |
|
|
2023
Q2 | $14.2M | Buy |
125,124
+60,929
| +95% | +$6.94M | 0.06% | 294 |
|
|
2023
Q1 | $7.49M | Buy |
64,195
+9,451
| +17% | +$1.14M | 0.02% | 410 |
|
|
2022
Q4 | $7.63M | Buy |
54,744
+18,068
| +49% | +$2.14M | 0.05% | 294 |
|
|
2022
Q3 | $3.93M | Sell |
36,676
-9,795
| -21% | -$1.17M | 0.05% | 273 |
|
|
2022
Q2 | $5.47M | Buy |
46,471
+18,520
| +66% | +$2.32M | 0.06% | 238 |
|
|
2022
Q1 | $2.49M | Buy |
27,951
+1,726
| +7% | +$216K | 0.04% | 294 |
|
|
2021
Q4 | $2.5M | Buy |
26,225
+15,229
| +138% | +$1.82M | 0.04% | 284 |
|
|
2021
Q3 | $1.26M | Buy |
10,996
+229
| +2% | +$26.8K | 0.03% | 330 |
|
|
2021
Q2 | $1.26M | Buy |
10,767
+596
| +6% | +$70.9K | 0.03% | 335 |
|
|
2021
Q1 | $1.16M | Sell |
10,171
-799
| -7% | -$84.4K | 0.03% | 327 |
|
|
2020
Q4 | $1.06M | Buy |
10,970
+4,073
| +59% | +$370K | 0.03% | 298 |
|
|
2020
Q3 | $562K | Hold |
6,897
| – | – | 0.02% | 307 |
|
|
2020
Q2 | $557K | Hold |
6,897
| – | – | 0.03% | 269 |
|
|
2020
Q1 | $507K | Sell |
6,897
-2,091
| -23% | -$200K | 0.03% | 279 |
|
|
2019
Q4 | $950K | Sell |
8,988
-2,015
| -18% | -$208K | 0.05% | 248 |
|
|
2019
Q3 | $1.12M | Buy |
11,003
+1,500
| +16% | +$150K | 0.07% | 235 |
|
|
2019
Q2 | $946K | Buy |
9,503
+755
| +9% | +$74.5K | 0.06% | 238 |
|
|
2019
Q1 | $859K | Sell |
8,748
-1,391
| -14% | -$133K | 0.06% | 259 |
|
|
2018
Q4 | $906K | Hold |
10,139
| – | – | 0.06% | 240 |
|
|
2018
Q3 | $1.01M | Buy |
10,139
+1,557
| +18% | +$156K | 0.07% | 242 |
|
|
2018
Q2 | $839K | Buy |
8,582
+52
| +0.6% | +$5.05K | 0.06% | 255 |
|
|
2018
Q1 | $811K | Sell |
8,530
-16,566
| -66% | -$1.62M | 0.06% | 261 |
|
|
2017
Q4 | $2.47M | Hold |
25,096
| – | – | 0.17% | 132 |
|
|
2017
Q3 | $2.35M | Buy |
+25,096
| New | +$2.32M | 0.17% | 140 |
|
|
2017
Q2 | – | Sell |
-24,536
| Closed | -$2.23M | – | 365 |
|
|
2017
Q1 | $2.23M | Buy |
+24,536
| New | +$2.22M | 0.19% | 110 |
|
Other funds holding DVY
Cerity Partners's DVY Position: Q2 2026 in Review
Cerity Partners increased its iShares Select Dividend ETF (DVY) stake by 3.9% in Q2 2026, buying an estimated $787K and bringing the position to 137,299 shares worth $21.5M. The position accounts for 0.03% of the portfolio, ranked #460.
Cerity Partners first reported a position in DVY in Q1 2017 and has held it in 37 quarters since. 1,368 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Cerity Partners held 137,299 shares of iShares Select Dividend ETF worth $21.5M as of Q2 2026.
- Cerity Partners bought 5,111 iShares Select Dividend ETF shares in Q2 2026, an estimated $787K.
- iShares Select Dividend ETF made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #460 holding.
- Cerity Partners first reported a position in iShares Select Dividend ETF in Q1 2017 and has held it in 37 quarters since.
- 1,368 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.