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 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

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

Cooper Financial Group's DVY Position: Q2 2026 in Review

Cooper Financial Group increased its iShares Select Dividend ETF (DVY) stake by 28% in Q2 2026, buying an estimated $57.6K and bringing the position to 1,722 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #368.

Cooper Financial Group first reported a position in DVY in Q4 2020 and has held it in 4 quarters since. The position peaked at $462K in Q4 2021. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Cooper Financial Group held 1,722 shares of iShares Select Dividend ETF worth $269K as of Q2 2026.
Cooper Financial Group bought 374 iShares Select Dividend ETF shares in Q2 2026, an estimated $57.6K.
iShares Select Dividend ETF made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #368 holding.
Cooper Financial Group first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 4 quarters since.
Cooper Financial Group's iShares Select Dividend ETF position peaked at $462K in Q4 2021.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.