CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares Select Dividend ETF DVY Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$8.32M Buy
58,960
+20
+0% +$2.83K 0.01% 366
2025
Q3 		$8.38M Buy
58,940
+768
+1% +$106K 0.01% 361
2025
Q2 		$7.73M Sell
58,172
-2,265
-4% -$293K 0.01% 371
2025
Q1 		$7.15M Buy
60,437
+362
+0.6% +$48.5K 0.02% 360
2024
Q4 		$7.86M Sell
60,075
-1,954
-3% -$266K 0.01% 358
2024
Q3 		$8.38M Sell
62,029
-323
-0.5% -$41.8K 0.02% 360
2024
Q2 		$7.5M Buy
62,352
+8,309
+15% +$1.01M 0.01% 354
2024
Q1 		$6.61M Buy
54,043
+12,359
+30% +$1.45M 0.01% 372
2023
Q4 		$4.89M Sell
41,684
-3,260
-7% -$359K 0.01% 392
2023
Q3 		$4.84M Buy
44,944
+889
+2% +$101K 0.01% 382
2023
Q2 		$4.99M Sell
44,055
-1,224
-3% -$139K 0.01% 400
2023
Q1 		$3.95M Sell
45,279
-432
-0.9% -$52.3K 0.01% 420
2022
Q4 		$3.14M Sell
45,711
-4,158
-8% -$492K 0.01% 372
2022
Q3 		$5.35M Sell
49,869
-2,473
-5% -$296K 0.01% 361
2022
Q2 		$6.16M Sell
52,342
-1,099
-2% -$138K 0.02% 352
2022
Q1 		$6.85M Buy
53,441
+5,977
+13% +$747K 0.01% 369
2021
Q4 		$5.82M Buy
47,464
+2,996
+7% +$357K 0.01% 387
2021
Q3 		$5.1M Buy
44,468
+5,901
+15% +$690K 0.01% 390
2021
Q2 		$4.5M Buy
38,567
+913
+2% +$109K 0.01% 413
2021
Q1 		$4.3M Sell
37,654
-1,039
-3% -$110K 0.01% 418
2020
Q4 		$3.72M Buy
38,693
+10,116
+35% +$918K 0.01% 417
2020
Q3 		$2.33M Buy
28,577
+8,069
+39% +$673K 0.01% 437
2020
Q2 		$1.66M Sell
20,508
-10,247
-33% -$819K 0.01% 403
2020
Q1 		$2.26M Sell
30,755
-1,951
-6% -$186K 0.01% 391
2019
Q4 		$3.46M Buy
32,706
+392
+1% +$40.4K 0.01% 392
2019
Q3 		$3.29M Buy
32,314
+2,909
+10% +$290K 0.01% 392
2019
Q2 		$2.93M Sell
29,405
-478
-2% -$47.2K 0.01% 421
2019
Q1 		$2.93M Sell
29,883
-5,910
-17% -$566K 0.01% 404
2018
Q4 		$3.2M Buy
35,793
+774
+2% +$74.1K 0.01% 385
2018
Q3 		$3.49M Sell
35,019
-1,625
-4% -$163K 0.01% 412
2018
Q2 		$3.58M Sell
36,644
-4,442
-11% -$431K 0.01% 405
2018
Q1 		$3.91M Buy
41,086
+6,054
+17% +$591K 0.02% 386
2017
Q4 		$3.45M Sell
35,032
-1,677
-5% -$161K 0.01% 403
2017
Q3 		$3.44M Buy
36,709
+15,537
+73% +$1.44M 0.02% 389
2017
Q2 		$1.95M Sell
21,172
-1,250
-6% -$115K 0.01% 389
2017
Q1 		$2.04M Sell
22,422
-1,200
-5% -$109K 0.01% 369
2016
Q4 		$2.09M Buy
23,622
+496
+2% +$42.7K 0.01% 361
2016
Q3 		$1.98M Buy
23,126
+63
+0.3% +$5.44K 0.01% 365
2016
Q2 		$1.97M Buy
23,063
+1,344
+6% +$111K 0.01% 367
2016
Q1 		$1.77M Sell
21,719
-1,289
-6% -$98.4K 0.01% 367
2015
Q4 		$1.73M Buy
23,008
+2,758
+14% +$210K 0.01% 373
2015
Q3 		$1.47M Sell
20,250
-1,897
-9% -$142K 0.01% 390
2015
Q2 		$1.66M Sell
22,147
-30,129
-58% -$2.35M 0.01% 394
2015
Q1 		$4.08M Sell
52,276
-2,000
-4% -$158K 0.03% 307
2014
Q4 		$4.31M Hold
54,276
– – 0.03% 299
2014
Q3 		$4.01M Buy
54,276
+100
+0.2% +$7.54K 0.03% 301
2014
Q2 		$4.17M Sell
54,176
-65
-0.1% -$4.86K 0.03% 292
2014
Q1 		$3.99M Buy
+54,241
New +$3.85M 0.03% 300

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIBC Private Wealth Group's DVY Position: Q4 2025 in Review

CIBC Private Wealth Group increased its iShares Select Dividend ETF (DVY) stake by 0.03% in Q4 2025, buying an estimated $2.83K and bringing the position to 58,960 shares worth $8.32M. The position accounts for 0.01% of the portfolio, ranked #366.

CIBC Private Wealth Group first reported a position in DVY in Q1 2014 and has held it in 48 quarters since. The position peaked at $8.38M in Q3 2024. 1,381 funds tracked by Wall St. Rank hold DVY as of Q4 2025.

  • CIBC Private Wealth Group held 58,960 shares of iShares Select Dividend ETF worth $8.32M as of Q4 2025.
  • CIBC Private Wealth Group bought 20 iShares Select Dividend ETF shares in Q4 2025, an estimated $2.83K.
  • iShares Select Dividend ETF made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #366 holding.
  • CIBC Private Wealth Group first reported a position in iShares Select Dividend ETF in Q1 2014 and has held it in 48 quarters since.
  • CIBC Private Wealth Group's iShares Select Dividend ETF position peaked at $8.38M in Q3 2024.
  • 1,381 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.