Cornerstone Wealth Group’s iShares Select Dividend ETF DVY Stock Holding History

Cornerstone Wealth 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	$925K	Hold	5,920	–	–	0.05%	175
2026 Q1	$904K	Sell	5,920 -694	-10%	-$105K	0.06%	168
2025 Q4	$934K	Sell	6,614 -226	-3%	-$31.9K	0.06%	157
2025 Q3	$972K	Sell	6,840 -446	-6%	-$61.8K	0.07%	145
2025 Q2	$968K	Sell	7,286 -182	-2%	-$23.6K	0.07%	140
2025 Q1	$1M	Sell	7,468 -1,099	-13%	-$147K	0.08%	138
2024 Q4	$1.12M	Buy	8,567 +62	+0.7%	+$8.45K	0.09%	126
2024 Q3	$1.15M	Sell	8,505 -20	-0.2%	-$2.59K	0.1%	126
2024 Q2	$1.03M	Sell	8,525 -258	-3%	-$31.3K	0.09%	126
2024 Q1	$1.08M	Buy	+8,783	New	+$1.03M	0.1%	120

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

Cornerstone Wealth Group's DVY Position: Q2 2026 in Review

Cornerstone Wealth Group held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 5,920 shares worth $925K. The position accounts for 0.05% of the portfolio, ranked #175.

Cornerstone Wealth Group first reported a position in DVY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.15M in Q3 2024. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Cornerstone Wealth Group held 5,920 shares of iShares Select Dividend ETF worth $925K as of Q2 2026.
Cornerstone Wealth Group left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.05% of Cornerstone Wealth Group's portfolio in Q2 2026, its #175 holding.
Cornerstone Wealth Group first reported a position in iShares Select Dividend ETF in Q1 2024 and has held it in 10 quarters since.
Cornerstone Wealth Group's iShares Select Dividend ETF position peaked at $1.15M in Q3 2024.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.