CWS
DVY icon

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
2020
Q4 		– Sell
-16,536
Closed -$1.35M – 336
2020
Q3 		$1.35M Buy
+16,536
New +$1.38M 0.35% 61

Other funds holding DVY

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
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. 410 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.
  • 410 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.