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

Cornerstone Wealth Management’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	$1.21M	Buy	7,769 +868	+13%	+$134K	0.05%	305
2026 Q1	$1.04M	Buy	6,901 +1,049	+18%	+$158K	0.05%	307
2025 Q4	$826K	Buy	5,852 +88	+2%	+$12.4K	0.04%	325
2025 Q3	$819K	Sell	5,764 -289	-5%	-$40K	0.05%	315
2025 Q2	$804K	Buy	6,053 +248	+4%	+$32.1K	0.05%	311
2025 Q1	$780K	Buy	5,805 +289	+5%	+$38.8K	0.05%	292
2024 Q4	$724K	Buy	5,516 +312	+6%	+$42.5K	0.05%	291
2024 Q3	$703K	Buy	5,204 +106	+2%	+$13.7K	0.05%	276
2024 Q2	$617K	Buy	5,098 +19	+0.4%	+$2.31K	0.05%	289
2024 Q1	$626K	Buy	5,079 +936	+23%	+$110K	0.05%	289
2023 Q4	$486K	Buy	4,143 +33	+0.8%	+$3.63K	0.04%	327
2023 Q3	$442K	Sell	4,110 -689	-14%	-$78.4K	0.04%	330
2023 Q2	$544K	Buy	4,799 +14	+0.3%	+$1.59K	0.05%	288
2023 Q1	$561K	Buy	+4,785	New	+$579K	0.06%	267
2022 Q3	$524K	Buy	4,884 +31	+0.6%	+$3.71K	0.06%	244
2022 Q2	$571K	Buy	4,853 +1,202	+33%	+$150K	0.06%	234
2022 Q1	$468K	Hold	3,651	–	–	0.05%	288
2021 Q4	$448K	Buy	3,651 +108	+3%	+$12.9K	0.04%	308
2021 Q3	$406K	Buy	+3,543	New	+$414K	0.04%	307
2018 Q4	–	Sell	-109,367	Closed	-$1.16M	–	535
2018 Q3	$1.16M	Sell	109,367 -17,925	-14%	-$1.8M	0.01%	667
2018 Q2	$1.3M	Buy	+127,292	New	+$12.4M	0.01%	674

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

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

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

Cornerstone Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 13% in Q2 2026, buying an estimated $134K and bringing the position to 7,769 shares worth $1.21M. The position accounts for 0.05% of the portfolio, ranked #305.

Cornerstone Wealth Management first reported a position in DVY in Q2 2018 and has held it in 21 quarters since. The position peaked at $1.3M in Q2 2018. 410 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Cornerstone Wealth Management held 7,769 shares of iShares Select Dividend ETF worth $1.21M as of Q2 2026.
Cornerstone Wealth Management bought 868 iShares Select Dividend ETF shares in Q2 2026, an estimated $134K.
iShares Select Dividend ETF made up 0.05% of Cornerstone Wealth Management's portfolio in Q2 2026, its #305 holding.
Cornerstone Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2018 and has held it in 21 quarters since.
Cornerstone Wealth Management's iShares Select Dividend ETF position peaked at $1.3M in Q2 2018.
410 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.