CFD
DVY icon

Creative Financial Designs’s iShares Select Dividend ETF DVY Stock Holding History

Creative Financial Designs’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 		$81.9K Sell
524
-34
-6% -$5.23K ﹤0.01% 860
2026
Q1 		$84.4K Sell
558
-99
-15% -$15K 0.01% 727
2025
Q4 		$92.7K Buy
657
+1
+0.2% +$141 0.01% 674
2025
Q3 		$93.3K Sell
656
-26
-4% -$3.6K 0.01% 666
2025
Q2 		$90.5K Sell
682
-59
-8% -$7.64K 0.01% 694
2025
Q1 		$99.5K Sell
741
-99
-12% -$13.3K 0.01% 621
2024
Q4 		$110K Buy
840
+27
+3% +$3.68K 0.01% 577
2024
Q3 		$110K Sell
813
-50
-6% -$6.46K 0.01% 578
2024
Q2 		$104K Buy
863
+2
+0.2% +$243 0.01% 574
2024
Q1 		$106K Buy
861
+102
+13% +$11.9K 0.01% 556
2023
Q4 		$89K Sell
759
-284
-27% -$31.2K 0.01% 561
2023
Q3 		$112K Buy
1,043
+212
+26% +$24.1K 0.01% 467
2023
Q2 		$94.1K Buy
831
+54
+7% +$6.15K 0.01% 500
2023
Q1 		$91.1K Sell
777
-144
-16% -$17.4K 0.01% 477
2022
Q4 		$111K Sell
921
-200
-18% -$23.7K 0.02% 435
2022
Q3 		$120K Buy
1,121
+242
+28% +$29K 0.02% 391
2022
Q2 		$103K Buy
879
+476
+118% +$59.6K 0.02% 432
2022
Q1 		$52K Buy
403
+3
+0.8% +$375 0.01% 559
2021
Q4 		$49K Buy
400
+3
+0.8% +$358 0.01% 572
2021
Q3 		$46K Buy
+397
New +$46.4K 0.01% 634
2019
Q1 		– Sell
-1,296
Closed -$116K – 579
2018
Q4 		$116K Sell
1,296
-175
-12% -$16.8K 0.08% 135
2018
Q3 		$147K Hold
1,471
– – 0.08% 137
2018
Q2 		$144K Hold
1,471
– – 0.08% 155
2018
Q1 		$140K Hold
1,471
– – 0.09% 140
2017
Q4 		$145K Hold
1,471
– – 0.1% 137
2017
Q3 		$138K Sell
1,471
-89
-6% -$8.23K 0.08% 159
2017
Q2 		$144K Sell
1,560
-125
-7% -$11.5K 0.09% 155
2017
Q1 		$154K Sell
1,685
-2,172
-56% -$197K 0.11% 148
2016
Q4 		$342K Buy
+3,857
New +$332K 0.28% 82

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Financial Designs's DVY Position: Q2 2026 in Review

Creative Financial Designs reduced its iShares Select Dividend ETF (DVY) stake by 6.1% in Q2 2026, selling an estimated $5.23K and leaving 524 shares worth $81.9K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Creative Financial Designs first reported a position in DVY in Q4 2016 and has held it in 29 quarters since. The position peaked at $342K in Q4 2016. 1,428 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Creative Financial Designs held 524 shares of iShares Select Dividend ETF worth $81.9K as of Q2 2026.
  • Creative Financial Designs sold 34 iShares Select Dividend ETF shares in Q2 2026, an estimated $5.23K.
  • iShares Select Dividend ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #860 holding.
  • Creative Financial Designs first reported a position in iShares Select Dividend ETF in Q4 2016 and has held it in 29 quarters since.
  • Creative Financial Designs's iShares Select Dividend ETF position peaked at $342K in Q4 2016.
  • 1,428 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.