CX Institutional’s iShares Select Dividend ETF DVY Stock Holding History

CX Institutional’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 Q3	$63K	Buy	412 +3	+0.7%	+$483	﹤0.01%	974
2026 Q2	$64K	Buy	409 +3	+0.7%	+$462	﹤0.01%	941
2026 Q1	$61K	Buy	406 +3	+0.7%	+$453	﹤0.01%	935
2025 Q4	$57K	Buy	403 +4	+1%	+$565	﹤0.01%	952
2025 Q3	$57K	Buy	399 +1	+0.3%	+$138	﹤0.01%	916
2025 Q2	$53K	Hold	398	–	–	﹤0.01%	850
2025 Q1	$53K	Sell	398 -30,214	-99%	-$4.05M	﹤0.01%	827
2024 Q4	$4.02M	Buy	30,612 +3,079	+11%	+$420K	0.16%	139
2024 Q3	$3.72M	Buy	+27,533	New	+$3.56M	0.17%	160
2023 Q1	–	Sell	-94,040	Closed	-$11.3M	–	501
2022 Q4	$11.3M	Buy	94,040 +22,576	+32%	+$2.67M	0.69%	31
2022 Q3	$7.66M	Buy	71,464 +28,491	+66%	+$3.41M	0.53%	49
2022 Q2	$5.06M	Sell	42,973 -21,514	-33%	-$2.69M	0.38%	62
2022 Q1	$8.26M	Buy	+64,487	New	+$8.06M	0.66%	36
2021 Q4	–	Sell	-59	Closed	-$7K	–	482
2021 Q3	$7K	Buy	59 +47	+392%	+$5.49K	﹤0.01%	855
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	934
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	851
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	844
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	837
2020 Q2	$1K	Sell	12 -15	-56%	-$1.2K	﹤0.01%	792
2020 Q1	$2K	Sell	27 -10	-27%	-$956	﹤0.01%	660
2019 Q4	$4K	Hold	37	–	–	﹤0.01%	579
2019 Q3	$4K	Sell	37 -32	-46%	-$3.19K	﹤0.01%	616
2019 Q2	$7K	Sell	69 -12,073	-99%	-$1.19M	﹤0.01%	544
2019 Q1	$1.19M	Buy	12,142 +2,912	+32%	+$279K	0.21%	118
2018 Q4	$824K	Buy	+9,230	New	+$884K	0.17%	103
2018 Q3	–	Sell	-5,614	Closed	-$549K	–	341
2018 Q2	$549K	Buy	+5,614	New	+$545K	0.2%	92

Other funds holding DVY

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

CX Institutional's DVY Position: Q3 2026 in Review

CX Institutional increased its iShares Select Dividend ETF (DVY) stake by 0.73% in Q3 2026, buying an estimated $483 and bringing the position to 412 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

CX Institutional first reported a position in DVY in Q2 2018 and has held it in 26 quarters since. The position peaked at $11.3M in Q4 2022. 482 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

CX Institutional held 412 shares of iShares Select Dividend ETF worth $63K as of Q3 2026.
CX Institutional bought 3 iShares Select Dividend ETF shares in Q3 2026, an estimated $483.
iShares Select Dividend ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #974 holding.
CX Institutional first reported a position in iShares Select Dividend ETF in Q2 2018 and has held it in 26 quarters since.
CX Institutional's iShares Select Dividend ETF position peaked at $11.3M in Q4 2022.
482 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.