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

Chilton 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 Q2	$9.42K	Sell	60 -2,131	-97%	-$328K	﹤0.01%	466
2026 Q1	$332K	Sell	2,191 -1,702	-44%	-$257K	0.01%	193
2025 Q4	$549K	Hold	3,893	–	–	0.02%	164
2025 Q3	$553K	Buy	3,893 +2,022	+108%	+$280K	0.02%	171
2025 Q2	$248K	Buy	1,871 +1,811	+3,018%	+$234K	0.01%	208
2025 Q1	$8.06K	Sell	60 -60	-50%	-$8.04K	﹤0.01%	469
2024 Q4	$15.8K	Hold	120	–	–	﹤0.01%	425
2024 Q3	$16.2K	Sell	120 -125	-51%	-$16.2K	﹤0.01%	439
2024 Q2	$29.6K	Sell	245 -470	-66%	-$57.1K	﹤0.01%	416
2024 Q1	$88.1K	Sell	715 -375	-34%	-$43.9K	﹤0.01%	294
2023 Q4	$128K	Buy	1,090 +1,020	+1,457%	+$112K	0.01%	277
2023 Q3	$7.54K	Hold	70	–	–	﹤0.01%	441
2023 Q2	$7.93K	Hold	70	–	–	﹤0.01%	455
2023 Q1	$8.2K	Buy	+70	New	+$8.47K	﹤0.01%	469
2022 Q3	–	Sell	-70	Closed	-$8K	–	322
2022 Q2	$8K	Buy	+70	New	+$8.76K	﹤0.01%	488
2022 Q1	–	Sell	-70	Closed	-$9K	–	325
2021 Q4	$9K	Buy	+70	New	+$8.34K	﹤0.01%	509

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

Chilton Capital Management's DVY Position: Q2 2026 in Review

Chilton Capital Management reduced its iShares Select Dividend ETF (DVY) stake by 97% in Q2 2026, selling an estimated $328K and leaving 60 shares worth $9.42K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Chilton Capital Management first reported a position in DVY in Q4 2021 and has held it in 16 quarters since. The position peaked at $553K in Q3 2025. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Chilton Capital Management held 60 shares of iShares Select Dividend ETF worth $9.42K as of Q2 2026.
Chilton Capital Management sold 2,131 iShares Select Dividend ETF shares in Q2 2026, an estimated $328K.
iShares Select Dividend ETF made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #466 holding.
Chilton Capital Management first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 16 quarters since.
Chilton Capital Management's iShares Select Dividend ETF position peaked at $553K in Q3 2025.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.