Creative Capital Management Investments’s iShares Select Dividend ETF DVY Stock Holding History

Creative Capital Management Investments’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	$31.3K	Hold	200	–	–	0.01%	201
2026 Q1	$30.3K	Sell	200 -252	-56%	-$38.1K	0.01%	152
2025 Q4	$63.8K	Buy	452 +200	+79%	+$28.3K	0.02%	102
2025 Q3	$35.8K	Sell	252 -207	-45%	-$28.7K	0.01%	132
2025 Q2	$61K	Buy	459 +207	+82%	+$26.8K	0.02%	106
2025 Q1	$33.8K	Hold	252	–	–	0.01%	125
2024 Q4	$33.1K	Buy	+252	New	+$34.3K	0.01%	127

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

Creative Capital Management Investments's DVY Position: Q2 2026 in Review

Creative Capital Management Investments held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 200 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #201.

Creative Capital Management Investments first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $63.8K in Q4 2025. 477 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Creative Capital Management Investments held 200 shares of iShares Select Dividend ETF worth $31.3K as of Q2 2026.
Creative Capital Management Investments left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #201 holding.
Creative Capital Management Investments first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Creative Capital Management Investments's iShares Select Dividend ETF position peaked at $63.8K in Q4 2025.
477 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.