CFM Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

CFM Wealth Partners’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	$512K	Buy	3,382 +689	+26%	+$104K	0.08%	100
2025 Q4	$380K	Hold	2,693	–	–	0.05%	113
2025 Q3	$383K	Hold	2,693	–	–	0.06%	116
2025 Q2	$358K	Hold	2,693	–	–	0.06%	109
2025 Q1	$362K	Hold	2,693	–	–	0.06%	110
2024 Q4	$354K	Hold	2,693	–	–	0.06%	109
2024 Q3	$364K	Sell	2,693 -91	-3%	-$11.8K	0.06%	113
2024 Q2	$337K	Hold	2,784	–	–	0.06%	121
2024 Q1	$343K	Buy	2,784 +534	+24%	+$62.5K	0.07%	123
2023 Q4	$264K	Hold	2,250	–	–	0.06%	142
2023 Q3	$242K	Hold	2,250	–	–	0.06%	129
2023 Q2	$255K	Buy	+2,250	New	+$256K	0.06%	147
2023 Q1	–	Sell	-2,258	Closed	-$272K	–	158
2022 Q4	$272K	Hold	2,258	–	–	0.08%	137
2022 Q3	$242K	Buy	+2,258	New	+$271K	0.08%	139
2020 Q3	–	Sell	-1,517	Closed	-$122K	–	245
2020 Q2	$122K	Hold	1,517	–	–	0.05%	181
2020 Q1	$112K	Hold	1,517	–	–	0.05%	183
2019 Q4	$162K	Buy	+1,517	New	+$156K	0.06%	165

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

CFM Wealth Partners's DVY Position: Q1 2026 in Review

CFM Wealth Partners increased its iShares Select Dividend ETF (DVY) stake by 26% in Q1 2026, buying an estimated $104K and bringing the position to 3,382 shares worth $512K. The position accounts for 0.08% of the portfolio, ranked #100.

CFM Wealth Partners first reported a position in DVY in Q4 2019 and has held it in 17 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

CFM Wealth Partners held 3,382 shares of iShares Select Dividend ETF worth $512K as of Q1 2026.
CFM Wealth Partners bought 689 iShares Select Dividend ETF shares in Q1 2026, an estimated $104K.
iShares Select Dividend ETF made up 0.08% of CFM Wealth Partners's portfolio in Q1 2026, its #100 holding.
CFM Wealth Partners first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 17 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on CFM Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.