Mission Creek Capital Partners’s iShares Select Dividend ETF DVY Stock Holding History

Mission Creek Capital Partners’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	$1.62M	Sell	10,668 -154	-1%	-$23.3K	0.32%	78
2025 Q4	$1.53M	Sell	10,822 -1,432	-12%	-$202K	0.31%	84
2025 Q3	$1.74M	Buy	12,254 +27	+0.2%	+$3.74K	0.34%	75
2025 Q2	$1.62M	Buy	12,227 +28	+0.2%	+$3.63K	0.36%	69
2025 Q1	$1.64M	Buy	12,199 +1,157	+10%	+$155K	0.4%	69
2024 Q4	$1.45M	Sell	11,042 -220	-2%	-$30K	0.32%	89
2024 Q3	$1.52M	Buy	11,262 +33	+0.3%	+$4.27K	0.35%	86
2024 Q2	$1.36M	Sell	11,229 -1,128	-9%	-$137K	0.34%	88
2024 Q1	$1.52M	Sell	12,357 -87	-0.7%	-$10.2K	0.4%	71
2023 Q4	$1.46M	Buy	12,444 +69	+0.6%	+$7.59K	0.37%	73
2023 Q3	$1.33M	Hold	12,375	–	–	0.45%	73
2023 Q2	$1.4M	Buy	12,375 +20	+0.2%	+$2.28K	0.45%	71
2023 Q1	$1.45M	Buy	12,355 +19	+0.2%	+$2.3K	0.49%	73
2022 Q4	$1.49M	Buy	12,336 +46	+0.4%	+$5.44K	0.53%	65
2022 Q3	$1.32M	Sell	12,290 -1,540	-11%	-$185K	0.5%	68
2022 Q2	$1.63M	Buy	13,830 +14	+0.1%	+$1.75K	0.54%	65
2022 Q1	$1.77M	Buy	13,816 +63	+0.5%	+$7.87K	0.47%	75
2021 Q4	$1.69M	Sell	13,753 -327	-2%	-$39K	0.34%	85
2021 Q3	$1.61M	Buy	14,080 +9	+0.1%	+$1.05K	0.3%	85
2021 Q2	$1.64M	Buy	14,071 +680	+5%	+$80.9K	0.26%	81
2021 Q1	$1.53M	Buy	13,391 +569	+4%	+$60.1K	0.23%	76
2020 Q4	$1.23M	Buy	12,822 +9	+0.1%	+$817	0.38%	80
2020 Q3	$1.04M	Buy	12,813 +13	+0.1%	+$1.08K	0.41%	76
2020 Q2	$1.03M	Buy	12,800 +10	+0.1%	+$799	0.54%	45
2020 Q1	$941K	Buy	12,790 +913	+8%	+$87.3K	0.51%	46
2019 Q4	$1.25M	Buy	+11,877	New	+$1.22M	0.57%	47

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 $202B AUM 37.79% 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 $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mission Creek Capital Partners's DVY Position: Q1 2026 in Review

Mission Creek Capital Partners reduced its iShares Select Dividend ETF (DVY) stake by 1.4% in Q1 2026, selling an estimated $23.3K and leaving 10,668 shares worth $1.62M. The position accounts for 0.32% of the portfolio, ranked #78.

Mission Creek Capital Partners first reported a position in DVY in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.77M in Q1 2022. 1,420 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Mission Creek Capital Partners held 10,668 shares of iShares Select Dividend ETF worth $1.62M as of Q1 2026.
Mission Creek Capital Partners sold 154 iShares Select Dividend ETF shares in Q1 2026, an estimated $23.3K.
iShares Select Dividend ETF made up 0.32% of Mission Creek Capital Partners's portfolio in Q1 2026, its #78 holding.
Mission Creek Capital Partners first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 26 quarters since.
Mission Creek Capital Partners's iShares Select Dividend ETF position peaked at $1.77M in Q1 2022.
1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Mission Creek Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.