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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
Q3 		$1.38M Buy
9,069
+1,300
+17% +$209K 0.06% 276
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% +$1.6K 0.05% 288
2023
Q1 		$561K Buy
+4,785
New +$579K 0.06% 267
2022
Q3 		$524K Buy
4,884
+31
+0.6% +$3.72K 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

Other funds holding DVY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Cornerstone Wealth Management's DVY Position: Q3 2026 in Review

Cornerstone Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 17% in Q3 2026, buying an estimated $209K and bringing the position to 9,069 shares worth $1.38M. The position accounts for 0.06% of the portfolio, ranked #276.

Cornerstone Wealth Management first reported a position in DVY in Q3 2021 and has held it in 20 quarters since. 1,035 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • Cornerstone Wealth Management held 9,069 shares of iShares Select Dividend ETF worth $1.38M as of Q3 2026.
  • Cornerstone Wealth Management bought 1,300 iShares Select Dividend ETF shares in Q3 2026, an estimated $209K.
  • iShares Select Dividend ETF made up 0.06% of Cornerstone Wealth Management's portfolio in Q3 2026, its #276 holding.
  • Cornerstone Wealth Management first reported a position in iShares Select Dividend ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,035 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.