Certuity’s iShares Select Dividend ETF DVY Stock Holding History

Certuity’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	$406K	Sell	2,679 -697	-21%	-$105K	0.03%	351
2025 Q4	$476K	Buy	3,376 +227	+7%	+$32.1K	0.03%	286
2025 Q3	$447K	Buy	3,149 +394	+14%	+$54.6K	0.03%	292
2025 Q2	$366K	Sell	2,755 -38	-1%	-$4.92K	0.03%	265
2025 Q1	$375K	Sell	2,793 -1,614	-37%	-$216K	0.04%	227
2024 Q4	$579K	Sell	4,407 -417	-9%	-$56.8K	0.06%	160
2024 Q3	$652K	Sell	4,824 -152	-3%	-$19.7K	0.07%	161
2024 Q2	$602K	Sell	4,976 -75	-1%	-$9.1K	0.05%	169
2024 Q1	$622K	Sell	5,051 -54	-1%	-$6.32K	0.05%	156
2023 Q4	$598K	Sell	5,105 -428	-8%	-$47.1K	0.06%	164
2023 Q3	$596K	Hold	5,533	–	–	0.07%	125
2023 Q2	$627K	Sell	5,533 -787	-12%	-$89.7K	0.07%	123
2023 Q1	$741K	Buy	6,320 +2,044	+48%	+$247K	0.11%	85
2022 Q4	$516K	Sell	4,276 -153	-3%	-$18.1K	0.08%	104
2022 Q3	$475K	Buy	4,429 +824	+23%	+$98.8K	0.11%	96
2022 Q2	$424K	Buy	3,605 +1,490	+70%	+$187K	0.11%	106
2022 Q1	$271K	Buy	+2,115	New	+$264K	0.06%	230
2021 Q4	–	Sell	-3,003	Closed	-$345K	–	329
2021 Q3	$345K	Buy	3,003 +954	+47%	+$112K	0.07%	238
2021 Q2	$239K	Buy	+2,049	New	+$244K	0.06%	280

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

Certuity's DVY Position: Q1 2026 in Review

Certuity reduced its iShares Select Dividend ETF (DVY) stake by 21% in Q1 2026, selling an estimated $105K and leaving 2,679 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #351.

Certuity first reported a position in DVY in Q2 2021 and has held it in 19 quarters since. The position peaked at $741K in Q1 2023. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Certuity held 2,679 shares of iShares Select Dividend ETF worth $406K as of Q1 2026.
Certuity sold 697 iShares Select Dividend ETF shares in Q1 2026, an estimated $105K.
iShares Select Dividend ETF made up 0.03% of Certuity's portfolio in Q1 2026, its #351 holding.
Certuity first reported a position in iShares Select Dividend ETF in Q2 2021 and has held it in 19 quarters since.
Certuity's iShares Select Dividend ETF position peaked at $741K in Q1 2023.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.