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My Personal CFO LLC’s iShares Select Dividend ETF DVY Stock Holding History

My Personal CFO LLC’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 		$4.31M Buy
27,546
+273
+1% +$42K 1.68% 12
2026
Q1 		$4.13M Buy
27,273
+411
+2% +$62.1K 1.81% 13
2025
Q4 		$3.79M Buy
+26,862
New +$3.79M 1.58% 14
2025
Q3 		– Sell
-21,874
Closed -$2.91M – 115
2025
Q2 		$2.91M Buy
21,874
+46
+0.2% +$5.96K 1.32% 19
2025
Q1 		$2.93M Buy
21,828
+39
+0.2% +$5.23K 1.48% 17
2024
Q4 		$2.86M Buy
21,789
+2,149
+11% +$293K 1.47% 18
2024
Q3 		$2.65M Sell
19,640
-177
-0.9% -$22.9K 1.45% 19
2024
Q2 		$2.4M Sell
19,817
-1,799
-8% -$218K 1.28% 19
2024
Q1 		$2.66M Buy
21,616
+21
+0.1% +$2.46K 1.53% 14
2023
Q4 		$2.53M Buy
21,595
+56
+0.3% +$6.16K 1.65% 14
2023
Q3 		$2.32M Sell
21,539
-107
-0.5% -$12.2K 1.87% 12
2023
Q2 		$2.45M Sell
21,646
-1,810
-8% -$206K 1.93% 12
2023
Q1 		$2.75M Buy
23,456
+11,990
+105% +$1.45M 2.35% 11
2022
Q4 		$2.48M Buy
11,466
+1,576
+16% +$186K 2.28% 10
2022
Q3 		$2.03M Sell
9,890
-8,716
-47% -$1.04M 3.08% 9
2022
Q2 		$2.19M Buy
18,606
+3
+0% +$376 2.81% 10
2022
Q1 		$2.38M Buy
18,603
+253
+1% +$31.6K 2.47% 10
2021
Q4 		$2.25M Buy
+18,350
New +$2.19M 1.96% 11

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

My Personal CFO LLC's DVY Position: Q2 2026 in Review

My Personal CFO LLC increased its iShares Select Dividend ETF (DVY) stake by 1% in Q2 2026, buying an estimated $42K and bringing the position to 27,546 shares worth $4.31M. The position accounts for 1.68% of the portfolio, ranked #12.

My Personal CFO LLC first reported a position in DVY in Q4 2021 and has held it in 18 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • My Personal CFO LLC held 27,546 shares of iShares Select Dividend ETF worth $4.31M as of Q2 2026.
  • My Personal CFO LLC bought 273 iShares Select Dividend ETF shares in Q2 2026, an estimated $42K.
  • iShares Select Dividend ETF made up 1.68% of My Personal CFO LLC's portfolio in Q2 2026, its #12 holding.
  • My Personal CFO LLC first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.