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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Financial Designs's DVY Position: Q1 2026 in Review

Creative Financial Designs reduced its iShares Select Dividend ETF (DVY) stake by 15% in Q1 2026, selling an estimated $15K and leaving 558 shares worth $84.4K. The position accounts for 0.01% of the portfolio, ranked #727.

Creative Financial Designs first reported a position in DVY in Q4 2016 and has held it in 28 quarters since. The position peaked at $342K in Q4 2016. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Creative Financial Designs held 558 shares of iShares Select Dividend ETF worth $84.4K as of Q1 2026.
Creative Financial Designs sold 99 iShares Select Dividend ETF shares in Q1 2026, an estimated $15K.
iShares Select Dividend ETF made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #727 holding.
Creative Financial Designs first reported a position in iShares Select Dividend ETF in Q4 2016 and has held it in 28 quarters since.
Creative Financial Designs's iShares Select Dividend ETF position peaked at $342K in Q4 2016.
1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.