Crestwood Advisors Group’s iShares Select Dividend ETF DVY Stock Holding History

Crestwood Advisors Group’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	$1.14M	Buy	7,299 +675	+10%	+$104K	0.02%	300
2026 Q1	$1M	Buy	6,624 +1,886	+40%	+$285K	0.02%	299
2025 Q4	$669K	Sell	4,738 -30	-0.6%	-$4.24K	0.01%	341
2025 Q3	$678K	Hold	4,768	–	–	0.01%	321
2025 Q2	$633K	Hold	4,768	–	–	0.01%	313
2025 Q1	$640K	Hold	4,768	–	–	0.01%	314
2024 Q4	$626K	Sell	4,768 -90	-2%	-$12.3K	0.01%	280
2024 Q3	$656K	Sell	4,858 -1,005	-17%	-$130K	0.01%	264
2024 Q2	$709K	Sell	5,863 -250	-4%	-$30.3K	0.01%	251
2024 Q1	$753K	Buy	6,113 +2,812	+85%	+$329K	0.02%	236
2023 Q4	$387K	Sell	3,301 -757	-19%	-$83.3K	0.01%	294
2023 Q3	$437K	Buy	+4,058	New	+$461K	0.01%	253
2023 Q2	–	Sell	-2,146	Closed	-$251K	–	259
2023 Q1	$251K	Buy	+2,146	New	+$260K	0.01%	235
2017 Q2	–	Sell	-673	Closed	-$61K	–	226
2017 Q1	$61K	Buy	+673	New	+$60.9K	0.01%	232

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

Crestwood Advisors Group's DVY Position: Q2 2026 in Review

Crestwood Advisors Group increased its iShares Select Dividend ETF (DVY) stake by 10% in Q2 2026, buying an estimated $104K and bringing the position to 7,299 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #300.

Crestwood Advisors Group first reported a position in DVY in Q1 2017 and has held it in 14 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Crestwood Advisors Group held 7,299 shares of iShares Select Dividend ETF worth $1.14M as of Q2 2026.
Crestwood Advisors Group bought 675 iShares Select Dividend ETF shares in Q2 2026, an estimated $104K.
iShares Select Dividend ETF made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #300 holding.
Crestwood Advisors Group first reported a position in iShares Select Dividend ETF in Q1 2017 and has held it in 14 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.