Firestone Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

Firestone Capital Management’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 Q1	$242K	Hold	1,601	–	–	0.05%	147
2025 Q4	$226K	Hold	1,601	–	–	0.05%	151
2025 Q3	$228K	Hold	1,601	–	–	0.05%	150
2025 Q2	$213K	Hold	1,601	–	–	0.05%	152
2025 Q1	$215K	Hold	1,601	–	–	0.06%	139
2024 Q4	$210K	Hold	1,601	–	–	0.05%	147
2024 Q3	$216K	Buy	+1,601	New	+$207K	0.05%	143
2023 Q1	–	Sell	-1,701	Closed	-$205K	–	125
2022 Q4	$205K	Buy	+1,701	New	+$201K	0.08%	112
2022 Q2	–	Sell	-1,601	Closed	-$205K	–	119
2022 Q1	$205K	Buy	+1,601	New	+$200K	0.07%	118
2021 Q4	–	Sell	-1,695	Closed	-$198K	–	214
2021 Q3	$198K	Hold	1,695	–	–	0.07%	117
2021 Q2	$198K	Hold	1,695	–	–	0.07%	114
2021 Q1	$193K	Hold	1,695	–	–	0.07%	112
2020 Q4	$163K	Buy	1,695 +10	+0.6%	+$908	0.06%	118
2020 Q3	$137K	Hold	1,685	–	–	0.06%	111
2020 Q2	$136K	Sell	1,685 -1,620	-49%	-$129K	0.06%	108
2020 Q1	$243K	Sell	3,305 -1,890	-36%	-$181K	0.13%	71
2019 Q4	$549K	Buy	+5,195	New	+$535K	0.23%	55

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Firestone Capital Management's DVY Position: Q1 2026 in Review

Firestone Capital Management held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 1,601 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #147.

Firestone Capital Management first reported a position in DVY in Q4 2019 and has held it in 17 quarters since. The position peaked at $549K in Q4 2019. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Firestone Capital Management held 1,601 shares of iShares Select Dividend ETF worth $242K as of Q1 2026.
Firestone Capital Management left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.05% of Firestone Capital Management's portfolio in Q1 2026, its #147 holding.
Firestone Capital Management first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 17 quarters since.
Firestone Capital Management's iShares Select Dividend ETF position peaked at $549K in Q4 2019.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Firestone Capital Management's 13F filing for Q1 2026, filed 8 May 2026.