Commonwealth Financial Services
DVY icon

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
Q3 		$403K Buy
2,649
+141
+6% +$22.7K 0.07% 138
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

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Commonwealth Financial Services's DVY Position: Q3 2026 in Review

Commonwealth Financial Services increased its iShares Select Dividend ETF (DVY) stake by 5.6% in Q3 2026, buying an estimated $22.7K and bringing the position to 2,649 shares worth $403K. The position accounts for 0.07% of the portfolio, ranked #138.

Commonwealth Financial Services first reported a position in DVY in Q4 2014 and has held it in 19 quarters since. The position peaked at $11.9M in Q4 2016. 464 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • Commonwealth Financial Services held 2,649 shares of iShares Select Dividend ETF worth $403K as of Q3 2026.
  • Commonwealth Financial Services bought 141 iShares Select Dividend ETF shares in Q3 2026, an estimated $22.7K.
  • iShares Select Dividend ETF made up 0.07% of Commonwealth Financial Services's portfolio in Q3 2026, its #138 holding.
  • Commonwealth Financial Services first reported a position in iShares Select Dividend ETF in Q4 2014 and has held it in 19 quarters since.
  • Commonwealth Financial Services's iShares Select Dividend ETF position peaked at $11.9M in Q4 2016.
  • 464 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.