Community Financial Services Group’s iShares Select Dividend ETF DVY Stock Holding History

Community Financial Services 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
2026 Q2	$215K	Buy	1,367 +32	+2%	+$4.93K	0.03%	122
2026 Q1	$202K	Buy	+1,335	New	+$202K	0.04%	111
2025 Q4	–	Sell	-1,511	Closed	-$215K	–	100
2025 Q3	$215K	Buy	+1,511	New	+$209K	0.04%	97
2023 Q3	$239K	Buy	+2,220	New	+$252K	0.06%	114
2021 Q4	$418K	Sell	3,405 -365	-10%	-$43.5K	0.1%	85
2021 Q3	$432K	Hold	3,770	–	–	0.12%	82
2021 Q2	$440K	Sell	3,770 -3,995	-51%	-$475K	0.12%	83
2021 Q1	$886K	Sell	7,765 -56,215	-88%	-$5.94M	0.26%	57
2020 Q4	$6.15M	Sell	63,980 -4,065	-6%	-$369K	1.94%	21
2020 Q3	$5.55M	Buy	68,045 +33,030	+94%	+$2.75M	2.05%	20
2020 Q2	$2.83M	Sell	35,015 -3,990	-10%	-$319K	1.07%	35
2020 Q1	$2.87M	Buy	39,005 +5,695	+17%	+$544K	0.98%	39
2019 Q4	$3.52M	Buy	+33,310	New	+$3.43M	0.91%	38
2015 Q4	–	Sell	-200	Closed	-$15K	–	114
2015 Q3	$15K	Hold	200	–	–	0.01%	196
2015 Q2	$15K	Hold	200	–	–	0.01%	204
2015 Q1	$16K	Sell	200 -289	-59%	-$22.9K	0.01%	205
2014 Q4	$39K	Buy	489 +200	+69%	+$15.4K	0.02%	149
2014 Q3	$21K	Hold	289	–	–	0.01%	164
2014 Q2	$22K	Buy	+289	New	+$21.6K	0.01%	162

Other funds holding DVY

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 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

Community Financial Services Group's DVY Position: Q2 2026 in Review

Community Financial Services Group increased its iShares Select Dividend ETF (DVY) stake by 2.4% in Q2 2026, buying an estimated $4.93K and bringing the position to 1,367 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #122.

Community Financial Services Group first reported a position in DVY in Q2 2014 and has held it in 19 quarters since. The position peaked at $6.15M in Q4 2020. 298 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Community Financial Services Group held 1,367 shares of iShares Select Dividend ETF worth $215K as of Q2 2026.
Community Financial Services Group bought 32 iShares Select Dividend ETF shares in Q2 2026, an estimated $4.93K.
iShares Select Dividend ETF made up 0.03% of Community Financial Services Group's portfolio in Q2 2026, its #122 holding.
Community Financial Services Group first reported a position in iShares Select Dividend ETF in Q2 2014 and has held it in 19 quarters since.
Community Financial Services Group's iShares Select Dividend ETF position peaked at $6.15M in Q4 2020.
298 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.