Cherry Tree Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Cherry Tree Wealth 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 Q2	$169K	Sell	1,080 -65	-6%	-$10K	0.03%	183
2026 Q1	$173K	Hold	1,145	–	–	0.04%	169
2025 Q4	$162K	Hold	1,145	–	–	0.03%	182
2025 Q3	$163K	Hold	1,145	–	–	0.04%	178
2025 Q2	$152K	Hold	1,145	–	–	0.04%	180
2025 Q1	$154K	Hold	1,145	–	–	0.04%	175
2024 Q4	$150K	Hold	1,145	–	–	0.04%	171
2024 Q3	$155K	Hold	1,145	–	–	0.04%	176
2024 Q2	$139K	Sell	1,145 -1,518	-57%	-$184K	0.03%	179
2024 Q1	$328K	Hold	2,663	–	–	0.08%	122
2023 Q4	$312K	Hold	2,663	–	–	0.08%	120
2023 Q3	$287K	Sell	2,663 -1,096	-29%	-$125K	0.08%	120
2023 Q2	$426K	Buy	+3,759	New	+$428K	0.12%	91

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $672B AUM 33.48% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cherry Tree Wealth Management's DVY Position: Q2 2026 in Review

Cherry Tree Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 5.7% in Q2 2026, selling an estimated $10K and leaving 1,080 shares worth $169K. The position accounts for 0.03% of the portfolio, ranked #183.

Cherry Tree Wealth Management first reported a position in DVY in Q2 2023 and has held it in 13 quarters since. The position peaked at $426K in Q2 2023. 1,428 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Cherry Tree Wealth Management held 1,080 shares of iShares Select Dividend ETF worth $169K as of Q2 2026.
Cherry Tree Wealth Management sold 65 iShares Select Dividend ETF shares in Q2 2026, an estimated $10K.
iShares Select Dividend ETF made up 0.03% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #183 holding.
Cherry Tree Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's iShares Select Dividend ETF position peaked at $426K in Q2 2023.
1,428 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.