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

ClientFirst 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 Q1	$346K	Hold	2,285	–	–	0.29%	34
2025 Q4	$323K	Hold	2,285	–	–	0.26%	36
2025 Q3	$325K	Hold	2,285	–	–	0.26%	37
2025 Q2	$303K	Hold	2,285	–	–	0.31%	35
2025 Q1	$307K	Hold	2,285	–	–	0.35%	31
2024 Q4	$300K	Buy	+2,285	New	+$311K	0.3%	33
2023 Q3	$247K	Hold	2,285	–	–	0.3%	23
2023 Q2	$263K	Hold	2,285	–	–	0.31%	22
2023 Q1	$271K	Hold	2,285	–	–	0.36%	21
2022 Q4	$276K	Sell	2,285 -300	-12%	-$35.5K	0.35%	21
2022 Q3	$315K	Hold	2,585	–	–	0.39%	20
2022 Q2	$304K	Hold	2,585	–	–	0.46%	22
2022 Q1	$331K	Hold	2,585	–	–	0.3%	22
2021 Q4	$331K	Buy	+2,585	New	+$308K	0.3%	22

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

ClientFirst Wealth Management's DVY Position: Q1 2026 in Review

ClientFirst Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 2,285 shares worth $346K. The position accounts for 0.29% of the portfolio, ranked #34.

ClientFirst Wealth Management first reported a position in DVY in Q4 2021 and has held it in 14 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

ClientFirst Wealth Management held 2,285 shares of iShares Select Dividend ETF worth $346K as of Q1 2026.
ClientFirst Wealth Management left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.29% of ClientFirst Wealth Management's portfolio in Q1 2026, its #34 holding.
ClientFirst Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 14 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on ClientFirst Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.