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

Cooper Financial 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 Q3	$274K	Buy	1,799 +77	+4%	+$12.4K	0.02%	370
2026 Q2	$269K	Buy	1,722 +374	+28%	+$57.6K	0.02%	368
2026 Q1	$204K	Buy	+1,348	New	+$204K	0.02%	413
2022 Q1	–	Sell	-3,770	Closed	-$462K	–	256
2021 Q4	$462K	Buy	+3,770	New	+$449K	0.17%	124
2021 Q1	–	Sell	-3,373	Closed	-$324K	–	263
2020 Q4	$324K	Buy	+3,373	New	+$306K	0.07%	206

Other funds holding DVY

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Cooper Financial Group's DVY Position: Q3 2026 in Review

Cooper Financial Group increased its iShares Select Dividend ETF (DVY) stake by 4.5% in Q3 2026, buying an estimated $12.4K and bringing the position to 1,799 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #370.

Cooper Financial Group first reported a position in DVY in Q4 2020 and has held it in 5 quarters since. The position peaked at $462K in Q4 2021. 60 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Cooper Financial Group held 1,799 shares of iShares Select Dividend ETF worth $274K as of Q3 2026.
Cooper Financial Group bought 77 iShares Select Dividend ETF shares in Q3 2026, an estimated $12.4K.
iShares Select Dividend ETF made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #370 holding.
Cooper Financial Group first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 5 quarters since.
Cooper Financial Group's iShares Select Dividend ETF position peaked at $462K in Q4 2021.
60 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.