CFS
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Commonwealth Financial Services’s iShares Select Dividend ETF DVY Stock Holding History

Commonwealth Financial Services’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 		$392K Sell
2,508
-7
-0.3% -$1.08K 0.05% 177
2026
Q1 		$381K Sell
2,515
-6
-0.2% -$906 0.06% 147
2025
Q4 		$356K Sell
2,521
-7
-0.3% -$989 0.06% 153
2025
Q3 		$359K Sell
2,528
-8
-0.3% -$1.11K 0.06% 144
2025
Q2 		$337K Hold
2,536
– – 0.06% 147
2025
Q1 		$341K Hold
2,536
– – 0.07% 138
2024
Q4 		$333K Sell
2,536
-109
-4% -$14.9K 0.07% 137
2024
Q3 		$356K Hold
2,645
– – 0.07% 128
2024
Q2 		$318K Sell
2,645
-195
-7% -$23.7K 0.07% 133
2024
Q1 		$333K Hold
2,840
– – 0.08% 126
2023
Q4 		$333K Hold
2,840
– – 0.08% 125
2023
Q3 		$306K Buy
+2,840
New +$323K 0.09% 129
2017
Q1 		$320K Sell
3,525
-130,436
-97% -$11.8M 0.35% 35
2016
Q4 		$11.9M Sell
133,961
-2,401
-2% -$207K 11.72% 3
2016
Q3 		$11.7M Buy
+136,362
New +$11.8M 11% 3
2015
Q3 		– Sell
-234
Closed -$18K – 234
2015
Q2 		$18K Hold
234
– – 0.02% 137
2015
Q1 		$18K Hold
234
– – 0.02% 146
2014
Q4 		$19K Buy
+234
New +$18.1K 0.02% 130

Other funds holding DVY

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Commonwealth Financial Services's DVY Position: Q2 2026 in Review

Commonwealth Financial Services reduced its iShares Select Dividend ETF (DVY) stake by 0.28% in Q2 2026, selling an estimated $1.08K and leaving 2,508 shares worth $392K. The position accounts for 0.05% of the portfolio, ranked #177.

Commonwealth Financial Services first reported a position in DVY in Q4 2014 and has held it in 18 quarters since. The position peaked at $11.9M in Q4 2016. 263 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Commonwealth Financial Services held 2,508 shares of iShares Select Dividend ETF worth $392K as of Q2 2026.
  • Commonwealth Financial Services sold 7 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.08K.
  • iShares Select Dividend ETF made up 0.05% of Commonwealth Financial Services's portfolio in Q2 2026, its #177 holding.
  • Commonwealth Financial Services first reported a position in iShares Select Dividend ETF in Q4 2014 and has held it in 18 quarters since.
  • Commonwealth Financial Services's iShares Select Dividend ETF position peaked at $11.9M in Q4 2016.
  • 263 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.