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

Cranbrook 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	$189K	Hold	1,211	–	–	0.04%	128
2026 Q1	$183K	Hold	1,211	–	–	0.04%	124
2025 Q4	$171K	Sell	1,211 -70	-5%	-$9.89K	0.03%	128
2025 Q3	$182K	Hold	1,281	–	–	0.04%	131
2025 Q2	$170K	Hold	1,281	–	–	0.04%	124
2025 Q1	$172K	Hold	1,281	–	–	0.04%	116
2024 Q4	$168K	Hold	1,281	–	–	0.04%	120
2024 Q3	$173K	Hold	1,281	–	–	0.04%	119
2024 Q2	$155K	Hold	1,281	–	–	0.04%	121
2024 Q1	$158K	Hold	1,281	–	–	0.04%	100
2023 Q4	$150K	Hold	1,281	–	–	0.04%	101
2023 Q3	$138K	Hold	1,281	–	–	0.04%	99
2023 Q2	$145K	Hold	1,281	–	–	0.04%	102
2023 Q1	$150K	Hold	1,281	–	–	0.04%	100
2022 Q4	$154K	Hold	1,281	–	–	0.04%	102
2022 Q3	$137K	Hold	1,281	–	–	0.04%	109
2022 Q2	$151K	Hold	1,281	–	–	0.04%	108
2022 Q1	$164K	Hold	1,281	–	–	0.04%	113
2021 Q4	$157K	Hold	1,281	–	–	0.03%	112
2021 Q3	$147K	Hold	1,281	–	–	0.03%	115
2021 Q2	$149K	Sell	1,281 -435	-25%	-$51.7K	0.03%	113
2021 Q1	$196K	Hold	1,716	–	–	0.05%	99
2020 Q4	$165K	Buy	+1,716	New	+$156K	0.04%	97

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

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

Cranbrook Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,211 shares worth $189K. The position accounts for 0.04% of the portfolio, ranked #128.

Cranbrook Wealth Management first reported a position in DVY in Q4 2020 and has held it in 23 quarters since. The position peaked at $196K in Q1 2021. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Cranbrook Wealth Management held 1,211 shares of iShares Select Dividend ETF worth $189K as of Q2 2026.
Cranbrook Wealth Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.04% of Cranbrook Wealth Management's portfolio in Q2 2026, its #128 holding.
Cranbrook Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 23 quarters since.
Cranbrook Wealth Management's iShares Select Dividend ETF position peaked at $196K in Q1 2021.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.