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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

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

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. 1,425 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.
  • 1,425 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.