Cypress Wealth Services’s iShares Select Dividend ETF DVY Stock Holding History

Cypress Wealth Services’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	$2.9M	Sell	18,526 -198	-1%	-$30.5K	0.36%	57
2026 Q1	$2.83M	Sell	18,724 -374	-2%	-$56.5K	0.4%	58
2025 Q4	$2.7M	Buy	19,098 +378	+2%	+$53.4K	0.37%	56
2025 Q3	$2.66M	Buy	18,720 +40	+0.2%	+$5.54K	0.44%	49
2025 Q2	$2.48M	Sell	18,680 -2,619	-12%	-$339K	0.44%	51
2025 Q1	$2.86M	Sell	21,299 -948	-4%	-$127K	0.58%	37
2024 Q4	$2.92M	Buy	22,247 +1,489	+7%	+$203K	0.59%	39
2024 Q3	$2.8M	Sell	20,758 -808	-4%	-$104K	0.58%	37
2024 Q2	$2.61M	Sell	21,566 -1,110	-5%	-$135K	0.58%	38
2024 Q1	$2.79M	Buy	22,676 +672	+3%	+$78.7K	0.65%	35
2023 Q4	$2.58M	Buy	22,004 +892	+4%	+$98.1K	0.64%	36
2023 Q3	$2.27M	Sell	21,112 -2,059	-9%	-$234K	0.63%	38
2023 Q2	$2.65M	Sell	23,171 -90	-0.4%	-$10.3K	0.7%	34
2023 Q1	$2.73M	Sell	23,261 -1,283	-5%	-$155K	0.8%	28
2022 Q4	$2.96M	Buy	24,544 +1,456	+6%	+$172K	0.95%	24
2022 Q3	$2.5M	Buy	23,088 +184	+0.8%	+$22.1K	0.85%	24
2022 Q2	$2.69M	Buy	22,904 +3,372	+17%	+$422K	0.86%	26
2022 Q1	$2.5M	Buy	19,532 +501	+3%	+$62.6K	0.68%	37
2021 Q4	$2.33M	Buy	19,031 +1,030	+6%	+$123K	0.64%	44
2021 Q3	$2.06M	Buy	18,001 +918	+5%	+$107K	0.62%	44
2021 Q2	$1.99M	Buy	17,083 +651	+4%	+$77.4K	0.54%	47
2021 Q1	$1.88M	Sell	16,432 -198	-1%	-$20.9K	0.39%	57
2020 Q4	$1.6M	Buy	+16,630	New	+$1.51M	0.36%	56
2020 Q3	–	Sell	-17,738	Closed	-$1.48M	–	315
2020 Q2	$1.43M	Sell	17,738 -4,410	-20%	-$352K	0.34%	70
2020 Q1	$1.63M	Buy	22,148 +3,035	+16%	+$290K	0.48%	62
2019 Q4	$2.02M	Buy	19,113 +280	+1%	+$28.8K	0.51%	59
2019 Q3	$1.92M	Buy	18,833 +775	+4%	+$77.3K	0.53%	61
2019 Q2	$1.8M	Buy	18,058 +1,476	+9%	+$146K	0.52%	59
2019 Q1	$1.63M	Sell	16,582 -491	-3%	-$47K	0.52%	60
2018 Q4	$1.52M	Buy	17,073 +1,099	+7%	+$105K	0.6%	54
2018 Q3	$1.59M	Sell	15,974 -285	-2%	-$28.6K	0.57%	50
2018 Q2	$1.59M	Buy	16,259 +713	+5%	+$69.2K	0.6%	46
2018 Q1	$1.48M	Sell	15,546 -743	-5%	-$72.6K	0.63%	47
2017 Q4	$1.6M	Buy	+16,289	New	+$1.57M	0.67%	44

Other funds holding DVY

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Cypress Wealth Services's DVY Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares Select Dividend ETF (DVY) stake by 1.1% in Q2 2026, selling an estimated $30.5K and leaving 18,526 shares worth $2.9M. The position accounts for 0.36% of the portfolio, ranked #57.

Cypress Wealth Services first reported a position in DVY in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.96M in Q4 2022. 395 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Cypress Wealth Services held 18,526 shares of iShares Select Dividend ETF worth $2.9M as of Q2 2026.
Cypress Wealth Services sold 198 iShares Select Dividend ETF shares in Q2 2026, an estimated $30.5K.
iShares Select Dividend ETF made up 0.36% of Cypress Wealth Services's portfolio in Q2 2026, its #57 holding.
Cypress Wealth Services first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 34 quarters since.
Cypress Wealth Services's iShares Select Dividend ETF position peaked at $2.96M in Q4 2022.
395 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.