CRA Financial Services
DVY icon

CRA Financial Services’s iShares Select Dividend ETF DVY Stock Holding History

CRA Financial Services’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 		$1.79M Sell
11,751
-162
-1% -$26.1K 0.2% 91
2026
Q2 		$1.86M Buy
11,913
+261
+2% +$40.2K 0.21% 88
2026
Q1 		$1.76M Buy
11,652
+269
+2% +$40.6K 0.23% 86
2025
Q4 		$1.61M Buy
11,383
+738
+7% +$104K 0.21% 88
2025
Q3 		$1.51M Buy
10,645
+1,025
+11% +$142K 0.21% 95
2025
Q2 		$1.28M Buy
9,620
+91
+1% +$11.8K 0.2% 97
2025
Q1 		$1.28M Buy
9,529
+254
+3% +$34.1K 0.22% 88
2024
Q4 		$1.22M Buy
9,275
+42
+0.5% +$5.72K 0.21% 88
2024
Q3 		$1.25M Buy
9,233
+995
+12% +$129K 0.23% 85
2024
Q2 		$997K Buy
8,238
+403
+5% +$48.9K 0.2% 91
2024
Q1 		$965K Buy
7,835
+395
+5% +$46.3K 0.21% 80
2023
Q4 		$872K Buy
7,440
+652
+10% +$71.7K 0.21% 82
2023
Q3 		$731K Buy
6,788
+262
+4% +$29.8K 0.2% 84
2023
Q2 		$739K Buy
6,526
+227
+4% +$25.9K 0.2% 86
2023
Q1 		$738K Buy
6,299
+907
+17% +$110K 0.22% 83
2022
Q4 		$650K Buy
5,392
+858
+19% +$102K 0.21% 92
2022
Q3 		$486K Buy
4,534
+297
+7% +$35.6K 0.17% 105
2022
Q2 		$499K Sell
4,237
-5
-0.1% -$626 0.17% 107
2022
Q1 		$544K Buy
4,242
+1,490
+54% +$186K 0.16% 101
2021
Q4 		$337K Buy
2,752
+50
+2% +$5.96K 0.1% 146
2021
Q3 		$310K Buy
2,702
+40
+2% +$4.68K 0.1% 140
2021
Q2 		$310K Buy
2,662
+80
+3% +$9.5K 0.11% 138
2021
Q1 		$295K Buy
+2,582
New +$273K 0.11% 129
2020
Q4 		– Sell
-2,695
Closed -$220K – 162
2020
Q3 		$220K Sell
2,695
-100
-4% -$8.34K 0.11% 127
2020
Q2 		$226K Sell
2,795
-550
-16% -$43.9K 0.12% 120
2020
Q1 		$246K Buy
3,345
+1,260
+60% +$120K 0.16% 109
2019
Q4 		$220K Buy
2,085
+50
+2% +$5.15K 0.12% 133
2019
Q3 		$207K Buy
+2,035
New +$203K 0.13% 131

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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

CRA Financial Services's DVY Position: Q3 2026 in Review

CRA Financial Services reduced its iShares Select Dividend ETF (DVY) stake by 1.4% in Q3 2026, selling an estimated $26.1K and leaving 11,751 shares worth $1.79M. The position accounts for 0.2% of the portfolio, ranked #91.

CRA Financial Services first reported a position in DVY in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.86M in Q2 2026. 1,150 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • CRA Financial Services held 11,751 shares of iShares Select Dividend ETF worth $1.79M as of Q3 2026.
  • CRA Financial Services sold 162 iShares Select Dividend ETF shares in Q3 2026, an estimated $26.1K.
  • iShares Select Dividend ETF made up 0.2% of CRA Financial Services's portfolio in Q3 2026, its #91 holding.
  • CRA Financial Services first reported a position in iShares Select Dividend ETF in Q3 2019 and has held it in 28 quarters since.
  • CRA Financial Services's iShares Select Dividend ETF position peaked at $1.86M in Q2 2026.
  • 1,150 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.