Chesley Taft & Associates’s iShares Select Dividend ETF DVY Stock Holding History

Chesley Taft & Associates’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	$305K	Hold	1,953	–	–	0.01%	323
2026 Q1	$296K	Sell	1,953 -1,300	-40%	-$196K	0.01%	326
2025 Q4	$459K	Buy	+3,253	New	+$460K	0.02%	292
2017 Q4	–	Sell	-2,950	Closed	-$276K	–	285
2017 Q3	$276K	Buy	2,950 +450	+18%	+$41.6K	0.02%	256
2017 Q2	$231K	Hold	2,500	–	–	0.02%	263
2017 Q1	$228K	Hold	2,500	–	–	0.02%	260
2016 Q4	$221K	Hold	2,500	–	–	0.02%	261
2016 Q3	$214K	Hold	2,500	–	–	0.02%	244
2016 Q2	$213K	Hold	2,500	–	–	0.02%	243
2016 Q1	$204K	Buy	+2,500	New	+$191K	0.02%	238
2015 Q2	–	Sell	-3,100	Closed	-$242K	–	233
2015 Q1	$242K	Sell	3,100 -169	-5%	-$13.4K	0.02%	220
2014 Q4	$260K	Hold	3,269	–	–	0.03%	218
2014 Q3	$241K	Buy	+3,269	New	+$246K	0.03%	222

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Chesley Taft & Associates's DVY Position: Q2 2026 in Review

Chesley Taft & Associates held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,953 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #323.

Chesley Taft & Associates first reported a position in DVY in Q3 2014 and has held it in 13 quarters since. The position peaked at $459K in Q4 2025. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Chesley Taft & Associates held 1,953 shares of iShares Select Dividend ETF worth $305K as of Q2 2026.
Chesley Taft & Associates left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #323 holding.
Chesley Taft & Associates first reported a position in iShares Select Dividend ETF in Q3 2014 and has held it in 13 quarters since.
Chesley Taft & Associates's iShares Select Dividend ETF position peaked at $459K in Q4 2025.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.