CFO4Life Group’s iShares Select Dividend ETF DVY Stock Holding History

CFO4Life Group’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	–	Sell	-1,900	Closed	-$268K	–	220
2025 Q4	$268K	Hold	1,900	–	–	0.04%	192
2025 Q3	$270K	Hold	1,900	–	–	0.04%	183
2025 Q2	$252K	Hold	1,900	–	–	0.04%	188
2025 Q1	$255K	Sell	1,900 -104	-5%	-$13.9K	0.04%	171
2024 Q4	$263K	Sell	2,004 -280	-12%	-$38.1K	0.05%	169
2024 Q3	$309K	Buy	2,284 +84	+4%	+$10.9K	0.05%	160
2024 Q2	$266K	Hold	2,200	–	–	0.05%	160
2024 Q1	$271K	Hold	2,200	–	–	0.05%	155
2023 Q4	$258K	Hold	2,200	–	–	0.05%	149
2023 Q3	$237K	Hold	2,200	–	–	0.05%	136
2023 Q2	$249K	Sell	2,200 -100	-4%	-$11.4K	0.05%	141
2023 Q1	$270K	Hold	2,300	–	–	0.06%	132
2022 Q4	$277K	Sell	2,300 -410	-15%	-$48.5K	0.06%	139
2022 Q3	$291K	Hold	2,710	–	–	0.08%	110
2022 Q2	$316K	Hold	2,710	–	–	0.08%	109
2022 Q1	$347K	Hold	2,710	–	–	0.07%	111
2021 Q4	$332K	Buy	+2,710	New	+$323K	0.07%	115

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

CFO4Life Group's DVY Position: Q1 2026 in Review

CFO4Life Group sold out of iShares Select Dividend ETF (DVY) in Q1 2026, closing a stake of 1,900 shares — an estimated $268K sold.

CFO4Life Group first reported a position in DVY in Q4 2021 and held it in 17 quarters. The position peaked at $347K in Q1 2022. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

CFO4Life Group reported no remaining iShares Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
CFO4Life Group sold 1,900 iShares Select Dividend ETF shares in Q1 2026, an estimated $268K.
CFO4Life Group first reported a position in iShares Select Dividend ETF in Q4 2021 and held it in 17 quarters.
CFO4Life Group's iShares Select Dividend ETF position peaked at $347K in Q1 2022.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.