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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cornerstone Wealth Group's DVY Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its iShares Select Dividend ETF (DVY) stake by 10% in Q1 2026, selling an estimated $105K and leaving 5,920 shares worth $904K. The position accounts for 0.06% of the portfolio, ranked #168.

Cornerstone Wealth Group first reported a position in DVY in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.15M in Q3 2024. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Cornerstone Wealth Group held 5,920 shares of iShares Select Dividend ETF worth $904K as of Q1 2026.
Cornerstone Wealth Group sold 694 iShares Select Dividend ETF shares in Q1 2026, an estimated $105K.
iShares Select Dividend ETF made up 0.06% of Cornerstone Wealth Group's portfolio in Q1 2026, its #168 holding.
Cornerstone Wealth Group first reported a position in iShares Select Dividend ETF in Q1 2024 and has held it in 9 quarters since.
Cornerstone Wealth Group's iShares Select Dividend ETF position peaked at $1.15M in Q3 2024.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.