Cetera Investment Advisers’s iShares Select Dividend ETF DVY Stock Holding History

Cetera Investment Advisers’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
2024 Q3	–	Sell	-300	Closed	-$240	–	3781
2024 Q2	$240	Hold	300	–	–	﹤0.01%	3715
2024 Q1	$495	Sell	300 -200	-40%	-$23.4K	﹤0.01%	3686
2023 Q4	$850	Hold	500	–	–	﹤0.01%	2224
2023 Q3	$1.7K	Hold	500	–	–	﹤0.01%	2188
2023 Q2	$480	Buy	+500	New	+$57K	﹤0.01%	2182
2021 Q3	–	Sell	-300	Closed	-$1K	–	1811
2021 Q2	$1K	Sell	300 -700	-70%	-$83.2K	﹤0.01%	1767
2021 Q1	$1K	Buy	+1,000	New	+$106K	﹤0.01%	1598

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

Cetera Investment Advisers's DVY Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares Select Dividend ETF (DVY) stake by 5.9% in Q1 2026, buying an estimated $4.52M and bringing the position to 539,922 shares worth $81.7M. The position accounts for 0.09% of the portfolio, ranked #227.

Cetera Investment Advisers first reported a position in DVY in Q4 2015 and has held it in 42 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Cetera Investment Advisers held 539,922 shares of iShares Select Dividend ETF worth $81.7M as of Q1 2026.
Cetera Investment Advisers bought 29,898 iShares Select Dividend ETF shares in Q1 2026, an estimated $4.52M.
iShares Select Dividend ETF made up 0.09% of Cetera Investment Advisers's portfolio in Q1 2026, its #227 holding.
Cetera Investment Advisers first reported a position in iShares Select Dividend ETF in Q4 2015 and has held it in 42 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.