Collective Family Office’s iShares Select Dividend ETF DVY Stock Holding History

Collective Family Office’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	$210K	Hold	1,345	–	–	0.04%	159
2026 Q1	$204K	Buy	+1,345	New	+$203K	0.05%	153
2025 Q4	–	Sell	-1,463	Closed	-$208K	–	158
2025 Q3	$208K	Buy	+1,463	New	+$203K	0.05%	159
2023 Q3	–	Sell	-3,413	Closed	-$387K	–	170
2023 Q2	$387K	Buy	3,413 +135	+4%	+$15.4K	0.15%	122
2023 Q1	$384K	Buy	3,278 +200	+6%	+$24.2K	0.16%	114
2022 Q4	$371K	Hold	3,078	–	–	0.17%	114
2022 Q3	$330K	Hold	3,078	–	–	0.16%	127
2022 Q2	$362K	Hold	3,078	–	–	0.16%	132
2022 Q1	$394K	Buy	+3,078	New	+$385K	0.15%	136

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 22.96% 1-Year Est. Return

Collective Family Office's DVY Position: Q2 2026 in Review

Collective Family Office held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,345 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #159.

Collective Family Office first reported a position in DVY in Q1 2022 and has held it in 9 quarters since. The position peaked at $394K in Q1 2022. 1,422 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Collective Family Office held 1,345 shares of iShares Select Dividend ETF worth $210K as of Q2 2026.
Collective Family Office left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.04% of Collective Family Office's portfolio in Q2 2026, its #159 holding.
Collective Family Office first reported a position in iShares Select Dividend ETF in Q1 2022 and has held it in 9 quarters since.
Collective Family Office's iShares Select Dividend ETF position peaked at $394K in Q1 2022.
1,422 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.