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Cypress Capital Group’s iShares Select Dividend ETF DVY Stock Holding History

Cypress Capital 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 		$1.87M Sell
11,957
-120
-1% -$18.5K 0.17% 106
2026
Q1 		$1.83M Sell
12,077
-100
-0.8% -$15.1K 0.21% 95
2025
Q4 		$1.72M Sell
12,177
-60
-0.5% -$8.47K 0.19% 92
2025
Q3 		$1.74M Sell
12,237
-465
-4% -$64.4K 0.21% 93
2025
Q2 		$1.69M Sell
12,702
-300
-2% -$38.8K 0.21% 93
2025
Q1 		$1.75M Sell
13,002
-25
-0.2% -$3.35K 0.23% 86
2024
Q4 		$1.71M Sell
13,027
-1,424
-10% -$194K 0.21% 88
2024
Q3 		$1.95M Sell
14,451
-615
-4% -$79.5K 0.22% 91
2024
Q2 		$1.82M Sell
15,066
-1,310
-8% -$159K 0.22% 92
2024
Q1 		$2.02M Buy
16,376
+1,243
+8% +$146K 0.24% 91
2023
Q4 		$1.77M Sell
15,133
-1,595
-10% -$175K 0.23% 96
2023
Q3 		$1.8M Sell
16,728
-237
-1% -$27K 0.26% 87
2023
Q2 		$1.92M Sell
16,965
-205
-1% -$23.4K 0.28% 84
2023
Q1 		$2.01M Sell
17,170
-11
-0.1% -$1.33K 0.31% 75
2022
Q4 		$2.07M Buy
17,181
+1,753
+11% +$207K 0.31% 75
2022
Q3 		$1.65M Buy
15,428
+180
+1% +$21.6K 0.28% 88
2022
Q2 		$1.79M Sell
15,248
-800
-5% -$100K 0.27% 86
2022
Q1 		$2.06M Buy
16,048
+5,464
+52% +$683K 0.25% 99
2021
Q4 		$1.3M Sell
10,584
-3,059
-22% -$365K 0.16% 118
2021
Q3 		$1.56M Sell
13,643
-586
-4% -$68.5K 0.21% 107
2021
Q2 		$1.66M Sell
14,229
-563
-4% -$67K 0.22% 105
2021
Q1 		$1.69M Sell
14,792
-483
-3% -$51K 0.24% 100
2020
Q4 		$1.47M Sell
15,275
-1,165
-7% -$106K 0.22% 106
2020
Q3 		$1.34M Sell
16,440
-3,750
-19% -$313K 0.22% 104
2020
Q2 		$1.63M Sell
20,190
-708
-3% -$56.6K 0.3% 83
2020
Q1 		$1.54M Sell
20,898
-1,995
-9% -$191K 0.35% 74
2019
Q4 		$2.42M Sell
22,893
-925
-4% -$95.3K 0.43% 67
2019
Q3 		$2.43M Sell
23,818
-5
-0% -$499 0.47% 66
2019
Q2 		$2.37M Sell
23,823
-385
-2% -$38K 0.47% 67
2019
Q1 		$2.38M Buy
24,208
+1,000
+4% +$95.8K 0.49% 66
2018
Q4 		$2.07M Sell
23,208
-2,165
-9% -$207K 0.48% 67
2018
Q3 		$2.53M Sell
25,373
-385
-1% -$38.6K 0.48% 67
2018
Q2 		$2.52M Buy
25,758
+1,548
+6% +$150K 0.52% 64
2018
Q1 		$2.3M Buy
24,210
+1,951
+9% +$191K 0.48% 68
2017
Q4 		$2.19M Sell
22,259
-1,105
-5% -$106K 0.46% 72
2017
Q3 		$2.19M Sell
23,364
-903
-4% -$83.5K 0.47% 71
2017
Q2 		$2.24M Sell
24,267
-1,560
-6% -$143K 0.5% 66
2017
Q1 		$2.35M Sell
25,827
-2,005
-7% -$182K 0.55% 65
2016
Q4 		$2.47M Sell
27,832
-1,450
-5% -$125K 0.59% 57
2016
Q3 		$2.51M Sell
29,282
-345
-1% -$29.8K 0.6% 53
2016
Q2 		$2.53M Buy
29,627
+235
+0.8% +$19.4K 0.59% 56
2016
Q1 		$2.4M Sell
29,392
-850
-3% -$64.9K 0.59% 55
2015
Q4 		$2.27M Sell
30,242
-3,425
-10% -$260K 0.55% 57
2015
Q3 		$2.45M Sell
33,667
-1,200
-3% -$89.7K 0.6% 53
2015
Q2 		$2.62M Sell
34,867
-1,915
-5% -$150K 0.6% 57
2015
Q1 		$2.87M Buy
36,782
+1,345
+4% +$106K 0.65% 54
2014
Q4 		$2.81M Sell
35,437
-1,340
-4% -$103K 0.65% 53
2014
Q3 		$2.72M Buy
36,777
+125
+0.3% +$9.42K 0.65% 54
2014
Q2 		$2.82M Sell
36,652
-460
-1% -$34.4K 0.66% 53
2014
Q1 		$2.72M Sell
37,112
-1,590
-4% -$113K 0.67% 54
2013
Q4 		$2.76M Sell
38,702
-1,642
-4% -$114K 0.68% 54
2013
Q3 		$2.68M Sell
40,344
-12,118
-23% -$805K 0.66% 56
2013
Q2 		$3.36M Buy
+52,462
New +$3.4M 0.7% 57

Other funds holding DVY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Cypress Capital Group's DVY Position: Q2 2026 in Review

Cypress Capital Group reduced its iShares Select Dividend ETF (DVY) stake by 0.99% in Q2 2026, selling an estimated $18.5K and leaving 11,957 shares worth $1.87M. The position accounts for 0.17% of the portfolio, ranked #106.

Cypress Capital Group first reported a position in DVY in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.36M in Q2 2013. 1,160 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Cypress Capital Group held 11,957 shares of iShares Select Dividend ETF worth $1.87M as of Q2 2026.
  • Cypress Capital Group sold 120 iShares Select Dividend ETF shares in Q2 2026, an estimated $18.5K.
  • iShares Select Dividend ETF made up 0.17% of Cypress Capital Group's portfolio in Q2 2026, its #106 holding.
  • Cypress Capital Group first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 53 quarters since.
  • Cypress Capital Group's iShares Select Dividend ETF position peaked at $3.36M in Q2 2013.
  • 1,160 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Cypress Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.