CFO Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

CFO Capital 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 Q1	$288K	Hold	2,043	–	–	0.24%	89
2025 Q4	$288K	Buy	+2,043	New	+$289K	0.22%	92

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CFO Capital Management's DVY Position: Q1 2026 in Review

CFO Capital Management held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 2,043 shares worth $288K. The position accounts for 0.24% of the portfolio, ranked #89.

CFO Capital Management first reported a position in DVY in Q4 2025 and has held it in 2 quarters since. 1,420 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

CFO Capital Management held 2,043 shares of iShares Select Dividend ETF worth $288K as of Q1 2026.
CFO Capital Management left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.24% of CFO Capital Management's portfolio in Q1 2026, its #89 holding.
CFO Capital Management first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 2 quarters since.
1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.