CFO
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CVA Family Office’s iShares Select Dividend ETF DVY Stock Holding History

CVA Family Office’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 		$1.21M Buy
7,752
+12
+0.2% +$1.85K 0.11% 108
2026
Q1 		$1.17M Buy
7,740
+11
+0.1% +$1.66K 0.12% 102
2025
Q4 		$1.09M Buy
7,729
+551
+8% +$77.8K 0.13% 98
2025
Q3 		$1.02M Buy
7,178
+358
+5% +$49.6K 0.13% 102
2025
Q2 		$906K Buy
6,820
+13
+0.2% +$1.68K 0.13% 107
2025
Q1 		$914K Sell
6,807
-40
-0.6% -$5.36K 0.14% 104
2024
Q4 		$899K Sell
6,847
-136
-2% -$18.5K 0.14% 97
2024
Q3 		$943K Buy
6,983
+9
+0.1% +$1.16K 0.15% 94
2024
Q2 		$844K Buy
6,974
+235
+3% +$28.5K 0.15% 93
2024
Q1 		$830K Sell
6,739
-253
-4% -$29.6K 0.15% 98
2023
Q4 		$820K Buy
6,992
+18
+0.3% +$1.98K 0.16% 93
2023
Q3 		$751K Sell
6,974
-800
-10% -$91K 0.17% 95
2023
Q2 		$881K Sell
7,774
-194
-2% -$22.1K 0.18% 84
2023
Q1 		$934K Buy
7,968
+6
+0.1% +$726 0.21% 76
2022
Q4 		$960K Sell
7,962
-184
-2% -$21.8K 0.23% 70
2022
Q3 		$873K Hold
8,146
– – 0.24% 73
2022
Q2 		$959K Buy
8,146
+5
+0.1% +$626 0.26% 63
2022
Q1 		$1.04M Sell
8,141
-1,495
-16% -$187K 0.25% 66
2021
Q4 		$1.18M Sell
9,636
-5,522
-36% -$658K 0.29% 53
2021
Q3 		$1.24M Buy
15,158
+3,884
+34% +$454K 0.89% 30
2021
Q2 		$1.31M Buy
11,274
+12
+0.1% +$1.43K 0.37% 47
2021
Q1 		$1.28M Sell
11,262
-2,100
-16% -$222K 0.49% 43
2020
Q4 		$1.28M Sell
13,362
-1,796
-12% -$163K 0.79% 32
2020
Q3 		$1.24M Sell
15,158
-2,091
-12% -$174K 0.89% 30
2020
Q2 		$1.39M Sell
17,249
-6,690
-28% -$534K 1.14% 22
2020
Q1 		$1.76M Sell
23,939
-4,443
-16% -$425K 1.79% 13
2019
Q4 		$3M Buy
+28,382
New +$2.92M 2.76% 10

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 22.96% 1-Year Est. Return

CVA Family Office's DVY Position: Q2 2026 in Review

CVA Family Office increased its iShares Select Dividend ETF (DVY) stake by 0.16% in Q2 2026, buying an estimated $1.85K and bringing the position to 7,752 shares worth $1.21M. The position accounts for 0.11% of the portfolio, ranked #108.

CVA Family Office first reported a position in DVY in Q4 2019 and has held it in 27 quarters since. The position peaked at $3M in Q4 2019. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • CVA Family Office held 7,752 shares of iShares Select Dividend ETF worth $1.21M as of Q2 2026.
  • CVA Family Office bought 12 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.85K.
  • iShares Select Dividend ETF made up 0.11% of CVA Family Office's portfolio in Q2 2026, its #108 holding.
  • CVA Family Office first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 27 quarters since.
  • CVA Family Office's iShares Select Dividend ETF position peaked at $3M in Q4 2019.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.